What this feature does and when to use it?
The Account Overview Report in Recruit CRM gives a complete overview/pictorial representation of the candidate pipeline and deals pipeline for the entire account. It is designed to help you quickly understand how candidates and deals are distributed across different stages.
You can use this feature when:
You need a quick, visual overview of candidate distribution across hiring stages.
You want to see how many deals sit in each stage of your deals pipeline by volume.
You want to understand the distribution of deals based on the deal value of deals in different stages.
Note: This report is available to Account Owners, Admins, and Users with relevant custom role permissions on the Business plan and above.
Step-by-step instructions
In Recruit CRM, the Account Overview Report has 3 segments:
Total Candidate Pipeline graph.
Total Deals by Volume graph.
Total Deals by Value graph.
To view the Account Overview report:
1. Click on the Reports section and select the Account Overview Report:
2. The "Total Candidate Pipeline" graph shows the percentage distribution of the candidates across various hiring stages:
3. The "Total Deal by Volume" graph shows the percentage of deals in different deal stages:
4. The "Total Deals by Value" graph shows the distribution of deals based on the deal value of deals in different stages:
You can also choose to export the graphs generated. On any of the graphs, locate the three lines icon at the top right of the graph to open the export options.
Choose your preferred export option to download or export the graph.
Troubleshooting
Problem: The Account Overview Report is not visible in the Reports section.
Problem: The Account Overview Report is not visible in the Reports section.
Likely cause: The user role is not Account Owner, Admin, or Users with relevant custom role permissions
What to check: Confirm your role in Recruit CRM.
Resolution path: Only Account Owners and Admins, and Users with relevant custom role permissions can access the Account Overview Report. If needed, have the Account Owner update your role.
🤔FAQs
Does the Account Overview Report show data for individual users only?
Does the Account Overview Report show data for individual users only?
No. The Account Overview Report provides an overview for the entire account, not just for a single user.
Conclusion:
The Account Overview Report in Recruit CRM gives account owners and admins a clear, visual summary of candidate and deal pipelines across the entire account. Use it regularly to monitor stage distribution, identify bottlenecks, and export visual insights for your team or stakeholders.
Hope this helps :)