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Client Performance Report
Client Performance Report

This report will help you measure business operations

Beatriz Miranda avatar
Written by Beatriz Miranda
Updated over a week ago

Our Client Performance Report gives you a clear view of each of your client's performance.

You can quickly run a report on all your clients with all the available KPIs to have a deeper understanding of if everything is going as per the plan. This report will help you compare and analyze various clients.

Here's how you can run a report:

Once you're inside the Client Performance Report, follow the steps below to generate a report.

  • Select Clients/Companies from the drop-down

  • Select KPIs from the KPI drop-down

  • Choose a date range and hit "Generate Report"

  • You can also choose to "Save & Generate Report"

KPIs available in this report

1. All hiring stages within your Master Hiring Pipeline.

2. Notes, tasks, and meetings associated with a specific company.

3. Candidates pitched stages within the Pitched Candidate Pipeline.

4. Contact stages.

5. Billable revenue and cash collected from client-related deals.

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 might be different.

Based on your selection, you'll see the bars with the actual data associated with them. Each bar on the chart is clickable and that will give you a more comprehensive report.

If you click on a bar that says "Assigned" it will give you a list of all the candidates that were actually in that particular hiring stage during that period.

You can further sort them in ascending/descending order just by clicking on the heading. If you wish to look for candidates from a specific Current Hiring Stage, you can add a keyword in the search section. You can also perform an Advanced Search or even export this list as a CSV file.

Hope this helps!

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