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.
- Role
- Designed and built from start to finish
- Period
- February – July 2026
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, with the forecast beside the hours actually invoiced.
ForecastRecruitment system
Invoiced hoursPayroll system
My marginPer period
ForecastInvoiced
What it improves
Forecast beside reality
Beside the expected margin is what was actually invoiced. A placement that brings in fewer hours than planned therefore shows straight away.
A figure that stays right
When hours are corrected later, the dashboard recalculates the margin. The figure stays current without anyone updating 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. On top of that, the expected hours from the recruitment system were not set beside the hours actually 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 expected margin follows from the placements and rates in Carerix, the recruitment system. The dashboard calculates it per placement and per week, with holidays already taken into account.
PlacementFrom the recruitment system
Expected margin per weekForecast
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. Where that fails for a few lines, administration links them by hand, and the next time that is no longer needed for the same placement.
Contract 2041Linked
Contract 2057Linked
Contract 2063Linked by hand
ONE FIGURE
One margin per week
As soon as a period's hours have been processed, the real margin replaces the forecast. Until then the dashboard shows the forecast, so there is always a figure.
Week 13Invoiced
Week 14Invoiced
Week 15Forecast
Week 16Forecast
THE DASHBOARD
What is on the dashboard
Every colleague finds their own margin per period there, and their own placements with the difference between forecast and actual. Management also has an overview of the whole company.
Aiden
Noor
Tim
CONTROL
The dashboard calculates, people decide
The dashboard only reads from the source systems and changes nothing in them. Where a line does not clearly belong to a placement, administration decides. That keeps every figure traceable to its source.
To reviewFor the administration
Contract without a placement16 hours · week 41Link
Contract without a placement8 hours · week 41Link
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 forecast is kept up to date
A new or changed placement in the recruitment system ends up in the forecast by itself, without anyone having to copy anything.
- 2
A period's hours come in
After every period, administration reads in the invoiced hours, and the dashboard 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 is corrected 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, which can be filtered per colleague.
Read in and link hours
For administration: reading in a period's hours and linking what could not be linked to a placement by itself.
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
It has been in use at Derec since June 2026. Every colleague can now check for themselves how their own margin is built up, instead of waiting for a calculation.
Seeing your own marginBeforeWaiting until someone had worked it outNowLooking it up yourself, per period and per placement
Forecast and realityBeforeWere not compared with each otherNowAre side by side, per placement
A correction afterwardsBeforeWorked into the spreadsheet by handNowThe dashboard recalculates the margin