What this feature does and when to use it?
The Client Performance Report provides a comprehensive view of how your clients are performing across key recruitment KPIs (Key Performance Indicators). It helps you compare multiple clients, monitor hiring activities, and analyze client-specific performance over a selected time period through interactive charts and detailed reports.
Use this feature when:
• You want to evaluate the performance of one or more clients over a specific time period.
• You need to compare multiple clients side by side using consistent recruitment KPIs.
• You want to monitor hiring activities, including hiring stages, notes, tasks, meetings, candidate pitches, and contact stages associated with your clients.
• You want to export client performance data for reporting, presentations, or further analysis.
The report allows you to generate insights for one or more clients using a wide range of KPIs. Results are displayed through an interactive bar chart and a detailed company-wise table, making it easy to compare performance across clients. You can drill down into individual records by clicking on the bar, apply additional filters, perform Boolean searches, customize the displayed columns, and export both summary and detailed reports for further analysis.
Generate and Analyze the Client Performance Report
1. Open the Client Performance Report
Navigate to the Reports section from the left-hand navigation menu and open the Client Performance Report.
2. Select the companies
Choose the companies you want to include in the report.
You can:
• Search for specific companies by name.
• Use filters to narrow down the company list.
• Select companies from a Company Hotlist using the Quick View option.
After making your selections, review the list to ensure you've included the correct companies.
3. Select the KPIs
Open the KPI dropdown and choose the metrics you want to analyze. Available KPIs include:
• Hiring Stages
• Notes
• Tasks
• Meetings
• Pitched Candidate Stages
• Contact Stages
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 the report
After reviewing your company selection, KPIs, and date range, click Generate Report.
Once the report is generated, you'll see an interactive bar chart displaying the selected KPIs for each company, along with a detailed summary table below the chart.
Please Note: If you are seeing numbers related to any Hiring Stage (Assigned/Placed etc.), This is historical data which means, the candidates were in that hiring stage during some point in the date range the report was generated for, Their current hiring stage may be different.
View Detailed Records:
Each bar in the chart is clickable. Click any bar to view the detailed records.
Export the Report:
You can export the report in multiple ways:
• Click Export Report to CSV to download the summary report as a CSV file.
• Click the Export icon in the top-right corner of the bar chart to download it as a PNG, JPG, or SVG image.
• Click any bar in the chart to open the detailed report, then select Export Report to CSV to download.
Troubleshooting
Problem: The hiring stage numbers in the report do not match the current stages of candidates.
Problem: The hiring stage numbers in the report do not match the current stages of candidates.
Likely cause: The report shows historical data within the selected date range, not only current stages.
What to check: Confirm the date range used when generating the report.
Resolution: Remember that if you see numbers for stages like Assigned or Placed, they represent candidates who were in that stage at some point during the date range. Their current hiring stage may now be different.
Problem: The report does not show some expected companies.
Problem: The report does not show some expected companies.
Likely cause: The companies were not selected or were filtered out during selection.
What to check: Reopen the company selector, review search terms and filters, and check the list of selected companies.
Resolution: Adjust search and filters, add the missing companies to the selection, and regenerate the report.
FAQs
Q1: What does the Client Performance Report show?
Q1: What does the Client Performance Report show?
It shows a visual bar graph and detailed tables of KPIs such as hiring stages, notes, tasks, meetings, pitched candidate stages, contact stages, billable revenue, and cash collected for selected companies over a chosen date range.
Q2: Can I select multiple companies in one report?
Q2: Can I select multiple companies in one report?
Yes. You can select multiple companies directly, use the company hotlist from quick view, search for companies, and filter the list before generating a single report.
Q3: Are the hiring stage numbers current or historical?
Q3: Are the hiring stage numbers current or historical?
They are historical. If you see numbers for stages like Assigned or Placed, they represent candidates who were in those stages at some point during the date range. Their current stages may be different.
Q4: Can I customize the columns in the detailed list?
Q4: Can I customize the columns in the detailed list?
Yes. In the detailed list opened from a bar, you can use the Edit Columns option to choose which fields to display.
Conclusion:
The Client Performance Report gives you a clear, data-driven view of how each client is performing across key hiring and activity metrics, with flexible filters, drill-downs, and exports to support deeper analysis. If you need further help interpreting the data or configuring your pipelines, reach out to Recruit CRM support for guidance.