Everyone sees their own figures
A colleague used to wait until someone else had worked out the margin. Now every colleague sees their own margin, per period and per placement.
LiveCreated for
Margin dashboard
A dashboard where every colleague sees their own margin, with the forecast beside the invoiced hours.
What it is
Derec is a Dutch staffing agency for education. A staffing agency makes a margin on every placement of a candidate at a school. I built a dashboard in which every colleague sees their own margin. It sets the forecast beside the hours that were really invoiced.
ForecastRecruitment systemYear 4 teacher32 hours a week expected
Invoiced hoursPayroll systemContract 204128 hours in week 17
My marginPer period
ForecastInvoiced
What it improves
Forecast beside reality
Beside the expected margin is what was really invoiced. So it shows straight away when a placement brings in fewer hours than planned.
A figure that stays right
If hours are corrected later, the dashboard recalculates the margin. So the figure stays right, without anyone having to update an overview.
The problem
BEFORE
Margin in a spreadsheet
The margin was kept in a spreadsheet. A colleague only saw their own figures once someone else had worked them out. Also, the expected hours from the recruitment system were not set beside the hours that were really invoiced. So a difference only showed up late.
Margin 2026.xlsxWorked out up to period 3
P1P2P3P4P5 · nowAidenNoorTim
Tim, period 3: fewer hours than expected. Only noticed now.Periods 4 and 5: not worked out yet.
The solution
THE FORECAST
The expected margin from the recruitment system
The dashboard works out the expected margin from the placements and rates in Carerix, the recruitment system. It calculates per placement and per week, and takes holidays into account.
Year 4 teacher32 hours a week
Week 21
Week 22Whitsun
Week 23
THE REAL HOURS
The invoiced hours from the payroll system
The invoiced hours come from the payroll system. The dashboard automatically links every line of hours to the placement it belongs to. Sometimes that fails for a few lines. Then administration links them by hand. For that same placement, this is no longer needed the next time.
Contract 2041Year 4 teacher
Contract 2057Dutch teacher
Contract 2063By administrationMaths teacher
ONE FIGURE
One margin per week
The dashboard shows the forecast first. Once a period's hours have been processed, the real margin takes its place. So there is always a figure.
Week 19Invoiced
Week 20Invoiced
Week 21Forecast
Week 22Forecast
THE DASHBOARD
What is on the dashboard
Every colleague sees their own margin per period there. Their own placements are on it too, with the difference between forecast and reality. Management also sees the whole company in one overview.
Aiden
Noor
Tim
CONTROL
The dashboard calculates, people decide
The dashboard only reads from the systems the figures come from. It changes nothing in them. If a line does not clearly belong to a placement, administration decides. That way you can see where every figure comes from.
To reviewFor the administration
Contract 206316 hours · week 19Link
No contract number8 hours · week 20Link
Recruitment system · read onlyPayroll system · read only
How it works
What happens by itself, and what colleagues can do in the dashboard.
WHAT HAPPENS
- 1
The dashboard keeps the forecast up to date
A new or changed placement in the recruitment system ends up in the forecast by itself. Nobody has to retype anything.
- 2
A period's hours come in
After every period, administration reads in the invoiced hours. The dashboard then links every line to a placement.
- 3
The period is completed
A period only counts once every line belongs to a placement. After that, the real margin takes the forecast's place.
- 4
A correction counts by itself
If an earlier period gets a correction later, the dashboard recalculates that period's margin.
WHAT CAN BE DONE IN THE DASHBOARD
See your own margin
Per period, with what has been invoiced and what is still expected.
Go through your own placements
Per placement and per period, with the difference between forecast and reality.
Oversee the whole company
For management: every placement and colleague in one overview, with a filter per colleague.
Read in and link hours
For administration: reading in a period's hours, and linking by hand the lines the dashboard could not link.
What it runs on
- API integration with CarerixWhere the dashboard gets the data for the forecast.
- Data import from the payroll systemThe invoiced hours, read in per period.
- Data model with fixed calculation rulesCalculate the margin in the same way for everyone.
- Dashboard with role-based accessShows every colleague their own margin and placements, and management the whole company.
The payoff
Seeing your own marginBeforeWaiting until someone had worked it outNowLooking it up yourself, per period and per placement
Forecast and realityBeforeWere not side by sideNowAre side by side, per placement
A correction afterwardsBeforeChanged in the spreadsheet by handNowThe dashboard recalculates the margin