- Candidate Pipeline - Track candidate progress and recruitment metrics
- CRM - Monitor business development and client engagement
- Offer Tracking - Manage and analyze job offers
- Financials - Revenue and commission forecasting
Candidate Pipeline Reports
Filters:- Filter by specific jobs
- Filter by team member (recruiter)
- Date range for when candidates entered stages
Days in Pipeline
What it shows: Average time candidates spend in each pipeline stage. Key metrics:- Average days spent per stage
- Only includes candidates who have exited the stage (not currently active)
- Excludes rejection stages from the calculation
Candidates in Pipeline
What it shows: Current number of candidates in each pipeline stage. Key metrics:- Total candidates per stage
- Real-time snapshot of your pipeline health
- Breakdown by team member or job (optional)
- Combined View: Total candidates across all selected filters
- Member Breakdown: See distribution by team member (only includes assigned candidates)
- Job Breakdown: See distribution across selected jobs
Activity Count
What it shows: Team member activities across candidates and jobs. Viewing options:- Combined View: Total activities across the team
- Member Breakdown: Activities by team member
- Job Breakdown: Activities by job
Rejection Reasons
What it shows: Why candidates were rejected from your pipeline. Key features:- Aggregated rejection counts by reason
- AI-powered summary of rejection patterns
- Detailed candidate-level data with notes
- Downloadable CSV export
- Common rejection themes
- Bullet-point insights
- Pattern identification
- Understand common candidate shortcomings
- Improve job descriptions based on rejection patterns
- Refine candidate sourcing strategy
- Share insights with hiring managers
- Filter by specific jobs
- Filter by team member who rejected
- Date range for rejections
Passthrough Rate
What it shows: Percentage of candidates who successfully moved to the next expected stage. Key metrics:- Passthrough rate per stage (% moving to next stage)
- Total entered, left, and active candidates per stage
- Rejection counts and rates per stage
- Percentage of total pipeline per stage
- Sankey Flow Diagram: Visual representation of candidate transitions
- Stage visibility controls: Show/hide specific stages
- Skipped stage handling: Optionally count candidates who skip stages
- CSV Export: Both summary data and full candidate history
- Only counts candidates who have exited a stage (active candidates excluded)
- Tracks movement to the specifically expected next stage
- Stage visibility settings persist across jobs
- Identify conversion rates at each stage
- Find stages with high dropout rates
- Optimize your pipeline structure
- Compare performance across different jobs
- Job selection (required - shows one job at a time)
- Stage visibility (show/hide specific stages)
- Skipped stage counting (on/off)
Activity Board (Recruiter Performance)
What it shows: Individual team member performance metrics. Metrics per team member:- Candidates Sourced
- Activities Logged (total count)
- Offers Associated
- Date range for all metrics
Custom Attribute Report
What it shows: Distribution of custom attribute values across your candidates. Features:- Works with any custom multi-select attribute
- Visual bar chart representation
- Count of candidates per attribute value
- Analyze candidate demographics
- Track skill distributions
- Monitor candidate sources
- Evaluate diversity metrics
- Select any multi-select custom attribute
- Apply standard report filters
CRM Reports
CRM Stats
What it shows: High-level CRM performance metrics. Key metrics:- Total Pipeline Value (sum of all deal amounts)
- Total Deals (count)
- Average Deal Size
- Win Rate (percentage of deals in “Won” status)
- Filter by team member (deal owner)
- Date range for deal creation
CRM Activity Count
What it shows: Activity metrics specific to CRM and business development. Viewing options:- Combined view
- Member breakdown
- Job breakdown (when activities link to jobs)
- Filter by team member
- Date range for activities
Deals by Status
What it shows: Distribution of deals across different statuses. Key metrics:- Count of deals per status
- Visual representation with status colors
- Total deal value per status (if configured)
- Filter by team member (deal owner)
- Date range for deal creation
BD Campaign Reports
What it shows: Performance of Business Development email campaigns. Aggregate metrics:- Total Campaigns (count)
- Total Enrollments (contacts enrolled)
- Emails Sent (total messages)
- Responses (replies received)
- Date range for campaign creation
Offer Tracking
What it shows: Comprehensive view of all job offers extended to candidates. Data displayed per offer:- Candidate name and details
- Job title and client
- Offer status (customizable)
- Extended date
- Accepted date
- Start date
- Job fee
- Candidate salary
- Team members involved
- Client contacts
- Notes
- Inline editing of offers
- Contact information popovers (email, phone with copy functionality)
- Quick links to candidate, job, and company details
- Full-text keyword search
- Comprehensive filtering system
- CSV export
- Offer Status (include/exclude specific statuses)
- Team Members (owners)
- Jobs (include specific jobs)
- Clients (include/exclude)
- Extended Date Range
- Accepted Date Range
- Keyword search (searches across candidate, job, client, notes, team members, contacts)
- Track all active offers
- Monitor offer acceptance rates
- Analyze time to acceptance
- Identify bottlenecks in offer process
- Report to clients on candidate status
- Forecast upcoming placements
- All filters are saved locally per user
- Settings persist across sessions
- Filters are route-specific (different views can have different filters)
Financials
Revenue Forecast (Commission Forecast)
What it shows: Projected commission earnings based on current job pipeline. Key metrics:- Total Revenue (sum of all job fees)
- Firm Commission (based on firm commission percentage)
- Team Commission (distributed among recruiters)
- Individual team member commission breakdown
- Per-job commission details
- Job title and client
- Firm revenue per job
- Team member commission splits per job
- Sortable by revenue
- Time-based filtering with presets (3 days, 1 week, 2 weeks, 30 days, 90 days, 180 days, 1 year)
- Custom date range selection
- Active vs. Archived job filtering
- Job status filtering
- Team member filtering
- Multiple currency support
- Firm commission: Job fee × Firm commission percentage
- Team commission pool: Job fee × (100% - Firm percentage)
- Individual splits: Based on percentage or fixed amount configuration
- Job Status
- Team Member
- Job Creation Date Range
- Active vs Archived Jobs
Report Filters
All reports support various filtering options to focus on specific data:Common Filters
- Jobs: Filter by specific job openings
- Team Members: Filter by recruiter or team member
- Date Range: Filter by time period with presets:
- Past 3 days
- Past week
- Past 2 weeks
- Past 30 days
- Past 90 days
- Past 180 days
- Past year
- Custom date range
Filter Behavior
- Filters are applied in real-time
- Multiple filters can be combined
- Some reports persist filter settings
- Date ranges can be customized
- Clear all filters option available on most reports
Exporting Reports
Many reports support data export:- CSV Export: Download raw data for analysis
- Summary Export: Get aggregated metrics
- Full History Export: Complete historical data
- Rejection Reasons (CSV with full details)
- Passthrough Rate (Summary and Full History)
- Offer Tracking (Filtered results)
- Activity Count (via standard export)