Note: This report is available only for Admins and Account Owners
In Recruit CRM, the account overview report has 3 segments, to give you a quick idea of the candidates and deals in different stages. This report will give you a pictorial representation of the candidate and deals pipeline.
To view the Account Overview report,
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 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 by clicking on the three lines at the top-right of the graph:
Hope this helps :)