# Reports & analytics

> Built-in dashboards for the agency’s core questions, plus custom dashboards you assemble widget by widget.

_Collection: Search, Dashboard & Reports (search-reporting) — Kepler Help Center. Canonical: https://keplercrm.com/support/articles/reports-and-analytics/_

**Reports** in the sidebar is where you measure the agency — pipeline movement, delivery conversion, fees billed, consultant performance. A global date range (last 30 / 90 days, 12 months, this quarter, this year, all time) applies across whichever dashboard you're reading.

## Built-in dashboards

| Dashboard | Question it answers |
| --- | --- |
| Agency Overview | How is the desk doing overall — pipeline at a glance, applications over time, movement. |
| Job Orders | How is the job book performing — intake, open roles, commercial value and coverage gaps. |
| Placement Finance | What have we billed and collected — fee income, rebates, invoice status and payment status. |
| Delivery Funnel | Where do candidates stall — the application funnel, stage flow, interview outcomes. |
| Recruiting Depth | Where delivery needs attention — stage aging, source effectiveness and recruiter workload. |

## Custom dashboards

Click **New dashboard** to build your own (e.g. *"Recruiter performance"*) and add widgets with the report editor:

  - Choose what to measure and how to slice it — by consultant, client, job, period.

  - Pick a chart type and, for trends, a time granularity (daily, weekly, monthly, quarterly, yearly).

  - Save — the widget joins the dashboard and reruns on live data every time you open it.

> **NOTE:** Creating or changing custom dashboards requires report-editing access. Only a custom dashboard's owner can edit it. Placement Finance is visible only to users with finance-reporting access.

## Reports worth having

  - **Pipeline by stage** — where is everyone in process, and where do they stall?

  - **Submissions by consultant** — who's putting candidates forward, at what conversion?

  - **Fees billed by period** — how did we actually do last month/quarter?

  - **Placements by client** — which accounts produce, which only consume effort?

  - **Outcomes by reason** — why are we losing the candidates and business we lose?

## Data quality caveats

  - Reports read your records — placements without fees, jobs without closed reasons and stale stages all show up as holes in charts.

  - Record [outcomes with reasons](/support/articles/recording-outcomes/) consistently; the funnel and win/loss charts are only as honest as the exits you log.

> **TIP:** Make one dashboard per management ritual — the Monday pipeline meeting, the monthly billing review — so the meeting starts from the same numbers every time.