# Client Productivity Insights in ATZ CRM

> Use Client Productivity Insights in ATZ CRM to compare client and organization performance with KPIs for recruitment stages, notes, activities, pitched candidates, contact stages, revenue, and payments.

Source: https://atzcrm.com/help/reporting-and-analytics/reporting-suite/client-productivity-insights/

Reporting Suite

# Client Productivity Insights in ATZ CRM

Use Client Productivity Insights in ATZ CRM to compare client and organization performance with KPIs for recruitment stages, notes, activities, pitched candidates, contact stages, revenue, and payments.

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Quick Answer

To generate Client Productivity Insights, open the report, select Clients or Organizations, choose the KPIs you want to compare, set a time range, and click Generate Report. Stage-related metrics are historical, so a candidate may have been in the reported stage during the range even if their current stage is different.

Client Productivity Insights gives you a performance snapshot across clients or organizations so you can compare account health, delivery activity, and revenue-related outcomes.

## Quick Answer

Select **Clients** or **Organizations**, choose KPIs, set a time range, and click **Generate Report**. Use the resulting charts to compare client performance.

## When to Use This Report

Use Client Productivity Insights when you need to answer questions such as:

-   Which clients are receiving the most recruiting activity?
-   Which clients have the most candidates moving through hiring stages?
-   Which clients are generating revenue or payments?
-   Which accounts need follow-up, attention, or operational review?

## Generate the Report

1.  Open **Client Productivity Insights**.
2.  Select **Clients** or **Organizations** from the dropdown.
3.  Choose the KPIs from the KPI selection menu.
4.  Set a time range.
5.  Click **Generate Report**.

## Available KPIs

You can report on:

-   Stages in the primary recruitment workflow.
-   Notes linked to a client.
-   Activities linked to a client.
-   Candidate stages in the Candidates Pitched pipeline.
-   Contact stages.
-   Revenue generated from client-related deals.
-   Payments received from client-related deals.

## Understand Historical Stage Data

Stage-related metrics are historical. For example, if the report shows candidates in **Hired** or **External Candidates**, that means those candidates were in that stage at some point during the selected date range.

Their current stage may be different.

## Use Cases

### Account Reviews

Use client productivity data in client review meetings to show activity and outcomes.

### Revenue Follow-Up

Compare revenue generated and payments received across clients.

### Client Prioritization

Identify clients that have high activity but low conversion, or strong revenue but low recent engagement.

## Troubleshooting

### Report Shows Unexpected Stage Counts

Remember that stage counts are historical for the date range, not always current dashboard counts.

### A Client Is Missing

Check whether you selected Clients or Organizations correctly and whether the time range includes activity for that account.

### Revenue Looks Incomplete

Confirm deal records, payment data, and client links are correctly maintained.

## FAQs

### Can I compare multiple clients at once?

Yes. The report is designed to compare selected clients or organizations using chosen KPIs.

### Does this report include activities and notes?

Yes. Notes and activities linked to a specific client can be included as KPIs.

### What chart type is used?

The report displays selected data in bar charts.

## Related guides

[Team Productivity Insights](https://atzcrm.com/help/reporting-and-analytics/reporting-suite/team-productivity-insights/) [Job Statistics Overview](https://atzcrm.com/help/reporting-and-analytics/reporting-suite/job-statistics-overview/) [Add an Organization Manually](https://atzcrm.com/help/client-management/organizations/add-organization-manually/)

Need help?

## Talk to the ATZ CRM team

Use the in-app chat for product support, or book a demo if you want to see this workflow with your recruiting data.

[Request demo](https://calendly.com/armaan-atzcrm/30min) [Start free trial](https://secure.talenticx.com/sign-up?token=A7K9X2M4Q8P1Z6R3T5WY)

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