The Account Snapshot Report gives you a concise visual view of candidates, jobs, and deals across key stages.
Quick Answer
Open Reports > Account Snapshot Report to view candidate pipeline distribution, job status breakdown, deal volume breakdown, and deal value distribution.
Access the Report
- Navigate to Reports.
- Select Account Snapshot Report.
Candidate Pipeline Distribution
This chart shows the percentage breakdown of candidates across hiring stages.
Job Status Breakdown
This graph shows the percentage of jobs in each status.
Deal Volume Breakdown
This graph shows the percentage of deals in each stage.
Deal Value Distribution
This chart shows the spread of deal value across stages.
Export Graphs
Export any generated chart by clicking the icon in the top-right corner of the graph.
Use Cases
Executive Snapshot
Use the report for a quick view of overall recruiting, job, and deal health.
Pipeline Balance Review
Identify whether too many candidates, jobs, or deals are concentrated in one stage.
Deal Forecast Context
Compare deal volume and deal value distribution across stages.
Troubleshooting
A Segment Looks Empty
Check whether your account has records in the relevant candidate, job, or deal stages.
Chart Does Not Export
Try the chart export icon again and check browser download permissions.
Numbers Need More Detail
Use specific reports such as Client Productivity Insights or Job Statistics Overview for deeper analysis.
FAQs
Is this report detailed or summary-level?
It is a summary-level snapshot. Use other reports for deeper analysis.
Does it include deals?
Yes. It includes deal volume and deal value distribution.
Can I use it for leadership updates?
Yes. It is useful for high-level pipeline and account health reviews.