Which searches need attention?
Compare active and on-hold mandates by client, owner, budget hours and delivered work.
From Clients and mandates
- Recruitment Search PSA
- Reports and operational decisions
Reports for the questions your team asks
Read search value, delivery, billing, collection and consultant capacity together.
Overview×
Recruitment Search PSA · Overview
Recruitment Search PSA dashboard
This quarter
Consultant deliveries in view
6Total hours
55Submitted
6Delivery date in 14 days
3Client mandates by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Proposed | 49 | ||
| Active | 8 | 16% | |
| On hold | 3 | 38% | |
| Completed | 1 | 33% |
Client mandates by status
Sample counts per stage
Questions to answer
Where is billing waiting?
Review approved delivery and milestones ready for invoicing against their source mandates.
Which fees need follow-up?
Check overdue and disputed placement fee payments by due date and client.
From Clients and mandates
What did a search earn?
Compare fee value, delivered cost, gross margin and remaining to bill on the mandate.
Who has capacity pressure?
Compare consultant logged hours and utilization with weekly capacity.
From Clients and mandates
Which approval failed?
Open the operation receipt and its linked source record before repeating the action.
From Consultant delivery
More reports
Mandate value and delivery Grouped
Compare fee value with delivered, approved and invoiced delivery amounts by client mandate.
Mandate margin List
Compare delivered amount, delivery cost, gross margin and budget hours for each mandate.
Consultant utilization List
Compare billable and total hours with weekly capacity and utilization by consultant.
Milestone billing queue List
Show approved milestone amounts, due dates and billing readiness by mandate.
Placement fee aging List
Show invoiced, overdue and disputed payments with due dates and days past due.
Expense by mandate Grouped
Sum expense amount and billable expense amount by mandate and category.
Delivery approval outcomes List
Compare submitted, approved and rejected delivery lines by consultant and mandate.
Client portfolio Grouped
Group clients and their mandate count by owning organization, industry and status.
Set up Recruitment Search PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.