Team Performance Report

The Team Performance Report provides a comprehensive view of individual teammate and team performance across a wide range of KPIs (Key Performance Indicators). It helps you measure productivity, monitor hiring activities, compare performance across teammates and teams, and identify trends over a selected time period.

📌 Note: Reports for individual team members are available on all supported plans, while team-specific reports are available only on the Business Plan and above.
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Use this feature when:

• You want to compare the performance of individual recruiters or teammates.

• You need to evaluate how different teams are performing against key recruitment KPIs.

• You want a consolidated view of activities such as candidates added, notes created, calls logged, meetings scheduled, tasks completed, and emails sent.

• You need to review historical performance across hiring stages within a specific date range.

• You want to measure the effectiveness of email sequences, including enrollments, open rates, reply rates, and unsubscribe rates.

Results are displayed through interactive charts and detailed tables, allowing you to drill down into the underlying records, perform Boolean searches, sort and filter data, and export reports for further analysis.

1. Open the Team Performance Report:

Navigate to the Reports section from the left-hand navigation menu and open the Team Performance Report.

2. Select recruiters and teams:

Choose the team members you want to include in the report from the Users dropdown.

If you're on the Business Plan or above, you can also select one or more Teams from the Teams dropdown to generate team-level reports.

3. Select the KPIs:

Open the KPI dropdown and select the metrics you want to analyze. The Team Performance Report supports a wide range of KPIs, including:

4. Select the date range:

Choose the required date range for the report. You can select one of the predefined ranges or specify a Custom Date Range by choosing the desired start and end dates.

5. Generate or save the report:

Click Generate Report to run the report.

If you plan to use the same report configuration again, click Save and Generate Report. This saves the report settings so you can quickly access and modify the report in the future.

Once the report is generated, you'll see a bar chart displaying the selected KPIs based on the chosen recruiters, teams, and date range.

Each bar in the chart is clickable.

Click any bar (for example, Candidates Added) to open a detailed list of the records associated with that KPI for the selected time period.
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Within the detailed report, you can:

• Review the underlying records.

• Sort the data by clicking any column header.

• Apply additional filters to narrow down the results.

• Perform a Boolean Search to quickly locate specific records.

• Export the filtered results as a CSV file.

You can export the report in multiple ways:

• Click Export Report to CSV above the chart to download the stage-wise summary table as a CSV file.

• Click the Export icon in the top-right corner of the bar chart to download the chart as an image in PNG, JPG, or SVG format.

• Click any bar in the chart to open the detailed candidate list for that stage, then select Export Report to CSV to download the detailed candidate report as a CSV file.
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📌 Historical Hiring Stage Data

Hiring stage KPIs (such as Assigned or Placed) are based on historical data. This means the report shows candidates who were in those hiring stages at some point during the selected date range, even if their current hiring stage has since changed.

📌 Activity-based vs. Stage-based KPIs

Some KPI names may appear similar but represent different types of data.

For example, Prescreen can refer to:

• A Call Type, which is an activity-based KPI. To view these records, filter by Call Type: Prescreen.

• A Hiring Stage, which is a stage-based KPI and is reported separately within the hiring stage metrics.

The Sent Email Conversations KPI has additional permissions and reporting considerations:

• By default, only Account Owners can generate reports containing the Sent Email Conversations KPI.

• On the Business Plan, you can grant access to this KPI through Custom Roles.

• If a teammate has multiple connected email accounts (available on the Business Plan), you can choose which connected email account to report on.

📌 Scheduling limitations

When scheduling reports that include the Sent Email Conversations KPI:

• This KPI only works in scheduled reports, and the report will be emailed to you from `support@recruitcrm.io`.

•The maximum supported date range is 30 days.

• Today's date cannot be selected, as email activity may still be syncing.

• Scheduled reports begin from the following day.

• Selecting a date range longer than 30 days will display an error.

📌 Saved report permissions

If a saved or scheduled report contains only the Sent Email Conversations KPI, only Account Owners and users with the required custom permission can view it.

If the report contains Sent Email Conversations along with other KPIs:

• Users without permission can still open and run the report.

• However, the Sent Email Conversations KPI will be omitted from their results.

• If such a user edits and saves the report, the restricted KPI will be permanently removed from that saved report configuration.

The Team Performance Report in Recruit CRM helps you understand how your teammates and teams are performing across activities, stages, and email engagement, with clear KPIs and drill-down views.