1. Recruitment CRM
  2. Reports and analytics
Reference

Reports for the questions your team asks

Review pipeline, mandate decisions, activity follow-through and receipt exceptions.

Overview
Recruitment CRM · Overview

Recruitment CRM dashboard

This quarter

Hiring mandates in view
6
Total openings
1,660
Target start in 14 days
6

Opportunities by status

How far records got this quarter

StageReachedStep
New40
Qualified2255%
Proposal1150%
Negotiation764%

Opportunities by status

Sample counts per stage

900
70New
90Qualified
50Proposal
30Negotiation
70Won
Example screen with sample data

More reports

Pipeline by stage List

Group opportunities by status and sum expected value for the active hiring pipeline.

Owner pipeline Grouped

Group opportunities by owner and status to see each person's expected value and close dates.

Account opportunity history Grouped

Show opportunities under each client account with their owner and outcome.

Mandate review outcomes List

Compare submitted, approved, rejected and completed mandates by organization and position title.

Activity follow-through List

Show due and completed activities by type and parent opportunity.

Decision history List

Show each review decision, reviewer, source revision, date and reason.

Receipt exception register List

List receipts needing review or failed with their operation key and failure reason.

Win and loss record List

Compare won dates and lost reasons across client opportunities.

Set up Recruitment CRM your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started