Home combines several kinds of reports. Knowing what a number represents helps you choose the right next action.
Daily Work and Activity
| Report | What it helps you review |
|---|---|
| Performance snapshot | Open, won, and lost job figures alongside new applications, using the selected period and team filters. |
| Upcoming activities | Scheduled work from today onward. Narrow by activity type, importance, upcoming days, and row limit. |
| Latest applicants | Recent candidate-to-job assignments, not simply newly created candidate profiles. Filter by period, team, and stage. |
| Latest jobs | Jobs created in the selected period, shown with their current status. |
| Business activity scorecards | Candidates, jobs, Organizations, contacts, and deals added during the period. |
| Recruitment activity trend | Candidates, jobs, and applications added over time. Use daily, weekly, or monthly grouping. |
Hover over trend bars to inspect their values. See Recruitment Activity Trend for comparisons over time.
Pipeline and Job Health
| Report | What it helps you review |
|---|---|
| Current pipeline by stage | Current candidate-to-job assignments grouped by hiring stage. |
| Candidate source mix | Candidates added during the period, grouped by source. |
| Current jobs by status | Current job inventory grouped by status. |
| Candidate funnel by recruiter | Current assignments attributed to the recruiter who assigned the candidate. |
| Candidate funnel by owner | Current assignments grouped by the candidate’s owner. |
| Job health | Jobs created in the chosen period, with age and candidate-coverage signals. Adjust the age and minimum-coverage thresholds to suit your desk. |
| Deal pipeline value | Current deal counts and weighted values by sales stage. Weighted value is not a confirmed payment. |
Current-state reports answer “Where are we now?” Historical stage reports answer “What movement was recorded during this period?” Those totals are not interchangeable.
Targets and Competitions
Goal progress shows the current period for a selected goal. Competition podium shows the leading ranks for a selected competition.
Choose the item in the widget settings. These widgets depend on feature access as well as access to the chosen goal or competition. A competition without positive scores has no podium winners yet.
Billing and Temporary Staffing
| Report | What it helps you review |
|---|---|
| Outstanding revenue | Current unpaid billed placement amounts, grouped by currency. |
| Pending invoices | Unpaid billed placement rows, with due-date and team filters. |
| Temporary operations | Shift demand, bookings, coverage, completions, and no-shows in the selected period. |
Pending invoices and outstanding revenue concern placement billing. They are not a combined total of shift invoices. Different currencies should not be added together as though they were the same currency.
Compare Numbers Fairly
Before comparing a dashboard widget with a report page:
- Match the metric, not just a similar-sounding title.
- Match the dates and team filters.
- Match stage, status, and archived-record settings where available.
- Check whether you are comparing a complete summary or a limited list.
- Use the same user’s access when checking results.
For example, a current-stage chart can change when a candidate moves forward, while a historical first-interview count can still include that earlier interview.
An empty result does not automatically mean the team did no work. Filters, missing milestone configuration, and record access can all affect what you see.
If your account uses custom pipeline labels, see Map Custom Stages to Dashboard Metrics. Unconfigured custom milestones use no matching records when ATZ CRM cannot apply a safe built-in meaning.
FAQs
Why are applications higher than the number of candidates?
Applications count candidate-to-job assignments. One candidate can be assigned to more than one job.
Do all reports measure activity within a date range?
No. Some count dated activity; others describe current jobs, assignments, deals, or unpaid placements. Use the report’s description and filter labels.