Looking Ahead To 2015 - Colleague Consultancy Trends - Reports and Dashboards



David Payne covers the Colleague client consultancy and recruitment software trends he's been seeing throughout 2014 in a three part article series. 

2014 was an interesting year. A number of the new features within Colleague’s latest release offered some interesting opportunities for clients to consider, and over the course of the year certain trends became apparent.

Having gone through the consultancy requests in 2014, I thought clients (and readers in general) might be interested to learn some of the most commonly requested configuration requests along with a few interesting ideas.

This is part one in a three part article. Part 1 is dedicated to Reports and Dashboards.

‘Dashboard Style’ Summaries

The reports of old were built on the basis of providing you with all the data you might need against the criteria you’ve entered. Columns and columns of field data is exported; allowing you to sift through, track and find the records you’re searching for… But this takes time.

Though reporting on mass still has its place, managers are becoming more focused on the specific data they want, and when you actually pin down that detail, more often than not: it’s a number or a colour (red, amber or green) or some form of simplistic chart.

live requirements colleague interviews colleague

Drilling down on this high level data will then offer you the lower level detail, but the end goal is to produce as simply an output as possible - ready for that ‘quick glance’ to check that the business, team or consultant is on track.

Colleague were involved in a number of interesting Dashboard projects throughout 2014, and in turn developed a series of bespoke boards which gave a high level summary on activities that mattered to the client.

These boards included colouring updates depending on a user’s achievements versus target, managerial overviews (as well as standard level user) and range options to skip between monthly, weekly or daily.

Client Reporting

Perhaps tied with the justification of the agency fee or the product of a service level agreement, in 2014 Colleague noticed an increasing trend in monthly analytical reports that focused on the service being offered against a single client record.

The output to this report was then provided in a format that allowed the user to export and send to a contact

This clearly helps to demonstrate the work that has gone into placing a client’s vacancy and ultimately highlights the value of using a recruitment agency.


Ratios are a fantastic way of summarising the work that’s been invested to achieve a certain goal.

ratios colleague software#

For example: the number of BD calls made versus the number of ‘first time’ requirements or the number of a new candidates added versus the number of ‘first time’ placements.

Consultant ratios continue to play an important role in tracking progress when converting Sent CVs to Interview, Interview to Offer and Offer to Placement.

Insightful ratio data will help you to establish whether you are calling the right people, sourcing the right candidates or using the right job boards, and is vastly becoming the default performance indicator for monitoring Consultant activity.

Data Maintenance

As important as it is to add new records to your CRM, in 2014 it became apparent just how seriously Recruiters were treating the maintenance of their existing data.

A powerful way of managing your data maintenance is through ‘Exception Reporting’. Examples of exception reporting include:

- Listing all Candidates without Skills and/or contact information
- Listing all Candidates/Contacts with no activity against their record in X number of months
- Listing all Companies without Contacts

Establishing the criteria that will find those redundant records in your system will help to keep your data manageable, and this pays dividends when searching for that elusive candidate.

Big Screen Display

To have a monitor or flat screen projecting the stats and targets of your team has been common place for some time and a proven motivator (though you’d be surprised how many companies still don’t do this).

big screen reports colleague software reports big screen colleague

In the past, Colleague has worked with big screen suppliers to pass data from the Colleague tables to a third party solution.

However in 2014, Colleague saw the first of several Big Screen displays being developed and deployed directly to the client.

This was proven to be a huge success from a functional and cost saving perspective.

Colleague’s Big Screen displays include Activity Alerts for new placements, charts and graphs of varying formats and target vs performance tracking.

A standard Big Screen display will consist of seven or eight boards revolving every 15 (or so) seconds and will update from Colleague in real time.

What’s more is that there are no ongoing recurring fees for implementing a Colleague Big Screen display. Its maintenance is managed through the standard Support Agreement.

If you are interested in any of the points discussed in this article or would like to learn more about Colleague’s products and services please contact our sales team on 01603 735935. Alternatively, if you’re a Colleague client please speak with your Account Manager on 01243 629850 or email support@colleaguesoftware.com.

Look out for part two of this article: Triggers and Automation