Reports for Recruitment Agency Owners and Managers

Every figure below rests on the mandates, CVs, submissions, interviews and invoices recruiters and accounts already enter. Owners read them without adding up mail threads by hand.

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The reports

Each one is drawn from a module, and the line beside it names the records behind the figure.

Open mandates by client, recruiter and age

Live requirements with the days since each arrived, which shows the ones going cold before a client picks up the phone to complain.

Pipeline at each stage

Counts at sourced, screened, submitted, interviewed and offered, per mandate and per recruiter.

Closures, declined offers and backouts

Candidates who joined, who refused the offer and who accepted and then vanished, with reasons where a recruiter recorded them.

Candidate sources that end in a placement

Portal, referral, walk-in, mail or website, judged on closures rather than on the sheer volume of CVs added.

Invoices raised, collected and outstanding

Billing by client with ageing, read from the invoice and receipt entries accounts makes.

Replacement cases and free replacements

Early exits inside a window, with the replacement given or the credit recorded against each one.

Recruiter targets against submissions and closures

Each recruiter number beside what the work actually produced in the period.

Who acts on them

Owners read open mandates and pipeline to decide where the floor should spend the week. Accounts works from ageing and outstanding. Recruiters read their own targets and conversions. A lead reads feedback pending and mandates going cold, which is usually where a closure is quietly being lost.

What the figures reflect

The figures show what has been entered. A submission sent from a personal inbox and never recorded does not appear in the pipeline. A joining confirmed late pushes the fee into the next period. A report that looks wrong usually traces back to a step skipped on the floor.

Extra reports and limits

New reports are written against records the system already holds. Ask for one. Which reports a lead or a recruiter may open is decided with the owner, and no report here predicts whether a mandate will close.

FAQ

Frequently asked questions

Are the figures live?

Yes. They move as recruiters and accounts make entries, so the pipeline at closing matches what the floor actually did today.

Can a report be exported?

Yes. Any report can be downloaded for the accountant, or for an owner who would rather work on it in a sheet.

Can a recruiter be stopped from seeing other desks?

Yes. A recruiter can be held to personal figures, while leads read the desk and owners read the whole floor.

Can new reports be added later?

Yes, for anything already recorded. A new report is scoped with the agency during implementation or afterwards on request.

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