Reports
The reports you need for the Monday meeting.
Time-to-fill, recruiter conversion and source effectiveness, plus an insights panel on almost every module with Key takeaways written from the numbers. Everything exports to CSV, Excel and PDF.
Book a 20-minute demo
01 · Home, Today's read
Two or three lines written from the live numbers.
Home puts the whole desk on one screen. Today's read is written from the current figures, not from a template, and it will name the requisition that has gone quiet. Behind it are four views: Command Center, Action Center, Workflow and Coverage Map.
02 · Reports and Insights
Takeaways from the numbers, with a next step.
Open Pool Insights from Applicants and press Key takeaways. It makes one AI call and caches the result, so reopening the panel costs nothing. The time-to-fill, recruiter conversion and source effectiveness reports export to CSV, Excel and PDF.
03 · Network: Clients, Vendors and Bench
Clients, vendors and the bench, each with its own insights.
Network holds the other side of the desk. If a consultant's vendor record is not linked, their profile shows a flag, because the MSA and W-9 cannot be reused without it. Vendor documents are collected once and cover every consultant from that vendor.
In detail
What is in this module.
The reports
- Time-to-fill, recruiter conversion and source effectiveness
- Pipeline Insights: time in stage, pipeline by recruiter, source mix
- Placements and margin distribution
- AR Aging, Collections and Analytics from Invoicing
Working with them
- An insights panel on almost every module
- Key takeaways, one cached call each
- Filters by period, recruiter and client
- Export to CSV, Excel and PDF
Works with
- Claude
- QuickBooks
Twenty minutes, no slides
See your own reqs in it.
Bring a job description and a vendor list to the demo and we will set them up live while you watch.
Book a 20-minute demo