Reports & analytics
Built-in dashboards for the agency’s core questions, plus custom dashboards you assemble widget by widget.
Reports in the sidebar is where you measure the agency — pipeline movement, delivery conversion, fees billed, consultant performance. The list shows every report you can open; filter it with All, Standard, Yours and Shared. Search covers every report; sort by when you last opened it, name, owner or number of charts, and pin the ones you use most so they stay at the top. A date range (Last 30 days, Last 90 days, Last 12 months, This quarter, This year or All time; Last 12 months to start) applies across whichever report 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 placed and earned — placement fee income, rebate exposure, guarantee fall-offs and fee shares by consultant. |
| Consultants | Who placed what, and what they earned — split-aware, using each consultant's share. |
| 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 reports
Click New report to build your own (e.g. "Recruiter performance"), then click Add chart to open 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 chart joins the report and reruns on live data every time you open it.
Creating or changing custom reports requires report-editing access. Only a custom report's owner can edit it. See Who can see what below.
Naming and sharing a report
A new report starts with an automatic name (e.g. New report 3) and opens with the name ready to edit. To rename it later, open its ⋯ menu in the reports list and choose Rename. Custom reports start Private — only you can open them. Use the visibility control on the report (or in the list) and choose Team to let everyone in the workspace open it, or Private to return it to your own view. Sharing does not give teammates editing access — the owner still manages the report.
Who can see what
What you see in Reports follows your role; see Roles & permissions.
- Report access (owners, admins, team leads, finance and viewers) opens the standard reports and every custom report shared with the team.
- Report editing (owners, admins and team leads) adds New report and editing your own custom reports.
- Finance reporting (owners, admins and finance) adds Placement Finance. The money in the Consultants report (fees and fee shares) needs access to placement fees; without it, that report shows placement counts and shares, not amounts.
- People who can see placements but have no report access, such as recruiters, see the Consultants report only.
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 consistently; the funnel and win/loss charts are only as honest as the exits you log.
Make one report per management ritual — the Monday pipeline meeting, the monthly billing review — so the meeting starts from the same numbers every time.