KPI/Goals & Widgets
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Overview
In recruitment, visibility drives performance. ATZ CRM’s dynamic KPI dashboards turn your key metrics into clear, actionable insights—keeping your team aligned and your business goals on track.
🧩 Customisable Dashboard Experience
Design dashboards that align with your role, goals, and workflow. Select from a library of ready-to-use widgets or build your own to showcase the exact metrics your team needs—nothing more, nothing less.
⏱️ Real-time Performance Visibility
Get live updates on recruitment activity without switching tabs or refreshing screens. Whether it’s placements, pipeline value, or daily calls, everything updates in real-time, helping your team act fast and stay accountable.
📈 Multi-dimensional Data Analysis
Drill down into performance data across teams, users, job roles, timeframes, or industries. Spot trends, uncover bottlenecks, and compare outputs with flexible filters that bring clarity to every dimension of your business.
🎯 Goal Progress Visualisation
Easily track progress toward your recruitment goals using visual tools like color-coded bars, targets vs. actual metrics, and progress rings—all updated automatically to reflect the latest performance data.
🚨 Actionable Alerts & Notifications
Set thresholds for important KPIs and receive instant alerts when numbers drop or spike. Stay proactive with notifications that help your team address challenges and leverage wins without waiting for weekly reports.
👥 Executive Summaries & Team Views
Tailor dashboards for every role—from high-level snapshots for leadership to granular, activity-based widgets for recruiters. Each team member sees the insights that drive their daily success and long-term contribution.
Key Benefits
Gain immediate insight into key business and recruitment performance metrics for better strategic decision-making.
Spot recruitment trends and patterns early to optimize hiring strategies and improve outcomes consistently.
Empower decisions with precise, real-time data that reflects current business and recruitment performance status.
Enhance accountability by tracking transparent and measurable performance across teams and individual recruiters.
Identify and address potential issues quickly with proactive alerts and continuous performance monitoring.
Save time by automating data gathering, reporting, and visualisation within a single unified platform.
Direct your team’s focus to essential KPIs that drive recruitment success and business growth.
Share clear, compelling performance updates and progress reports with stakeholders to build trust.
Recognize and celebrate team and individual accomplishments with engaging, visual achievement displays.
Use comparative analytics to benchmark results and drive ongoing recruitment process improvements.
How It Works
Customisable Dashboards
Design personalized dashboards using drag-and-drop widgets tailored to display the most relevant metrics for each user role.
Pre-built KPI Templates
Access a wide selection of recruitment-specific KPI templates tracking placements, revenue, activities, and pipeline values efficiently.
Interactive Data Visualisations
Engage with dynamic charts and graphs that allow drill-down analysis and multi-dimensional comparisons of recruitment performance data.
Goal Progress Tracking
Visualize achievement levels and gaps toward individual, team, and company goals with clear, color-coded progress indicators.
Performance Alerts
Configure alerts for KPIs crossing defined thresholds, enabling timely and proactive management of recruitment activities.
Data Export & Sharing
Easily export dashboard visuals and KPI reports in various formats for effective presentations and stakeholder communication.
Use Cases
📊 Agency Management Dashboard
Provide leadership with a centralized view of revenue, placements, pipeline value, and team productivity for informed decision-making.
📋 Individual Recruiter Scorecards
Deliver personalized KPI tracking for each recruiter, showing progress against goals for placements, activities, and revenue targets.
📈 Client Performance Tracking
Track client-specific metrics like fill rates, time-to-fill, candidate quality, and revenue to enhance account management strategies.
🔍 Job Board ROI Analysis
Evaluate job board and sourcing channel effectiveness by analyzing candidate quality, placement success, and return on investment.
🤝 Team Comparison & Benchmarking
Benchmark performance across teams, offices, or regions to identify top performers and opportunities for organizational improvement.
Integrations
Tableau
Google Analytics
Microsoft 365
Microsoft Power BI
Zapier
Google Workspace
Frequently Asked Questions
📊 Can I create custom KPIs beyond the pre-built metrics?
Definitely. ATZ CRM offers many recruitment-specific KPI templates, but you can also build fully custom KPIs from any system data. This includes complex formulas, weighted scores, and composite metrics that combine multiple data points for deep business insights.
⏱️ How often do the KPI widgets update?
Most widgets refresh in real-time or near real-time as your data changes, providing instant insights. For very large datasets or complex calculations, updates run at scheduled intervals (usually every 15-30 minutes) to balance performance and accuracy.
👤 Can team members have personalized dashboards?
Yes, each user can customize their dashboard with the KPI widgets most relevant to their role. Admins can assign role-based dashboard templates, ensuring consistency while enabling individual tailoring for specific job functions.
📺 Can KPIs be shown on office TVs or shared screens?
Absolutely. ATZ CRM supports a dedicated display mode optimized for TV or shared monitors with large visuals, rotating widgets, and simplified layouts focused on team progress and goals. These displays auto-refresh and use secure browser access.
📈 Does ATZ CRM track activity-based KPIs as well as outcomes?
Yes, our KPI system tracks both outcomes (placements, revenue) and activity metrics (calls, interviews). This dual view helps you measure results alongside the key activities driving those results for better coaching and process improvements.
➕ Is there a limit to how many KPI widgets I can add?
The Pro plan allows up to 10 widgets per dashboard and 3 dashboards per user. The Enterprise plan offers unlimited widgets and dashboards, supporting advanced reporting and tailored team views. All plans include access to the full widget library.
Have more questions?
Our support team is ready to help you with any questions about this feature.
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