The Dashboard in Recruit CRM provides a centralized view of your recruitment activities through 11 interactive reports, giving you quick insights into your hiring pipeline, deals, jobs, tasks, meetings, and candidate activity. These reports help you monitor performance, identify trends, and stay on top of your recruitment process without having to generate individual reports.

Use this guide when you want to:

• Get a high-level overview of your candidate hiring pipeline.

• Track deal stages, pipeline value, and overall sales performance.

• Monitor the status of your open, closed, and active jobs.

• Stay updated on upcoming or overdue tasks and meetings.

• Analyze candidate pipelines by job, company, candidate owner, or assigned recruiter.

Each dashboard report provides a different perspective on your recruitment data, helping you quickly assess performance and make informed decisions. This article gives an overview of all the dashboard reports available in Recruit CRM, explains what each report represents, and helps you understand how the displayed statistics are calculated.

The Total Candidates Statistics card provides a comprehensive overview of the entire candidate hiring pipeline.

Whenever you click on any particular stage you'll be redirected to a list of candidates currently present in that stage. You will also get an option to select any particular job status or generate a report for all job statuses.

Additionally, this card also provides an overview of the total number of candidates present within the system as well as the total assigned and unassigned candidates.

When you click on a stage statistic on the Dashboard (e.g., "Sourced"), select candidates from that filtered list, and open "Update Candidate Stage," the Stage field pre-fills with that stage and shows it highlighted in the dropdown, instead of showing a blank field.

The Total Deals Statistics report displays all deal stages, pipeline amounts, and provides us with the status of each deal.

In addition to viewing the overall statistics, recruiters can also generate reports specific to individual team members or teams, allowing for more targeted analysis.

The Total Job Statistics provides an overview of the total number of jobs present under different job statuses. This report is useful for tracking the status of open jobs and identifying which ones may require additional attention. By reviewing this report, recruiters can prioritize their workload and ensure that they are making progress on each job opening.

The Tasks & Meetings section in the Dashboard offers a convenient and comprehensive overview of upcoming and backlogged tasks and meetings. It provides detailed information such as titles, descriptions, related records, attendees, owners, and collaborators, allowing users to quickly grasp the key details of their activities. You can quickly edit or delete entries right from the Dashboard, keeping your records accurate. Additionally, the 'Export to CSV' button enables users to export tasks and meeting data, for analysis or sharing with your team.

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The Candidate Pipeline By Jobs depicts all jobs and the number of candidates in different stages of the recruitment process for each job.
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In addition to viewing the overall statistics, the recruiters will also get an option to select any particular job status or generate a report for all job statuses. Recruiters can also generate reports specific to individual team members or teams, allowing for more targeted analysis.

The Candidate Pipeline By Company report displays all companies along with candidates/applicants in different stages of the jobs associated with each company. Through this report, the recruiters can better understand the performance of each company and make adjustments as needed.

The Candidate Pipeline by Candidate Owner shows all the candidates added by different owners who are in different stages of the recruitment process. This report is useful for tracking the performance of individual recruiters and identifying potential areas of improvement.

Recruiters can also generate reports specific to individual team members or teams present within the system.

The Candidate Pipeline By Recruiter Assigned report displays the number of candidates that each recruiter has assigned to any job.

You can refer to the article below to learn more about the Candidate Lifecycle Report.

You can refer to the following article to learn more about the Team Performance Report.

You can refer to the following article to know more about the Target Report.

Recruit CRM offers a customizable dashboard that enables users to prioritize reports by simply dragging and dropping them into place. Additionally, users have the flexibility to select which reports are displayed and which can be hidden.

You can also select to either show or hide the checklist from the dashboard.

The Recruit CRM dashboard brings together key reports and statistics so you can understand and manage your recruitment pipeline, deals, jobs, and activities in one place. Use the reports, filters, and customization options described here to tailor the dashboard to your workflow and quickly act on the insights it provides.

Hope this was helpful :)