Reporting Suite

Team Productivity Insights in ATZ CRM

Use Team Productivity Insights in ATZ CRM to compare recruiter performance with KPIs for hiring stages, notes, activities, pitched candidates, records added, revenue, and payments.

Quick Answer

To generate Team Productivity Insights, select recruiters, choose KPIs, pick a time range or custom date range, and generate the report. Stage-related metrics are historical and show whether candidates reached those stages during the selected range.

Team Productivity Insights helps managers compare recruiter performance and evaluate whether team activity aligns with operational goals.

Quick Answer

Select recruiters, choose KPIs, set a time range, and generate the report. Use the charts to compare recruiter activity and outcomes.

When to Use This Report

Use Team Productivity Insights when you need to review:

  • Recruiter activity.
  • Candidate movement through hiring stages.
  • Notes and activities completed by recruiter.
  • Candidate pitching activity.
  • Records added by team members.
  • Revenue and payment outcomes connected to recruiter activity.

Generate the Report

  1. Open Team Productivity Insights.
  2. Select recruiters from the user dropdown.
  3. Choose KPIs from the KPI selection menu.
  4. Pick a time range or custom date range.
  5. Generate the report.

Team Productivity Insights report filters in ATZ CRM

Available KPIs

You can report on:

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

Understand Historical Stage Data

Hiring-stage metrics are historical for the selected time range. A candidate may have reached a stage during that period even if they are now in another stage.

Use Cases

Recruiter Performance Reviews

Compare recruiter productivity during weekly, monthly, or quarterly reviews.

Activity Coaching

Identify recruiters with strong outcomes but low activity, or high activity with low conversion.

Revenue Attribution Review

Review revenue and payment-related KPIs connected to recruiter work.

Troubleshooting

Numbers Do Not Match the Dashboard

Dashboard metrics may show current state, while report stage metrics show historical movement during the selected range.

Recruiter Is Missing

Check user selection, role access, and whether the recruiter has activity during the selected time range.

KPIs Look Empty

Confirm the selected KPIs exist for the chosen users and date range.

FAQs

Can I compare all recruiters?

Yes. Select the recruiters you want to compare from the user dropdown.

Does the report show bar charts?

Yes. Selected data appears in interactive bar charts.

Can I use this for team planning?

Yes. Use it to spot workload gaps, coaching opportunities, and high-performing workflows.

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.

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