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What Should You Ideally Share with Your Clients Through a Dashboard?

Learn what data and metrics to include when sharing a live dashboard with clients

Amogh Balikai avatar
Written by Amogh Balikai
Updated over 2 weeks ago

Client dashboards in Recruiterflow give your clients a real-time view into the recruitment pipeline, without needing frequent check-ins or manual reports. When done right, dashboards:

  • Build trust through transparency

  • Help clients make faster, data-driven decisions

  • Reduce repetitive status update requests

Recommended Reports to Share with Clients

These reports are either available by default or can be built using Advanced Reports in Recruiterflow:

1. Pipeline Overview

What it shows:

  • Number of candidates in each stage of the hiring pipeline - from application > submission > interview > offered > hired

Why it's useful:
Gives clients a real-time snapshot of hiring progress and identifies any stage where candidates may be getting stuck.

2. Candidate Submissions by Stage

What it shows:

  • Count of submitted candidates per job (in case there are multiple job assignments for the client)

  • Their current status (e.g. interview scheduled, feedback pending)

Why it's useful:
Clients can easily see how many profiles they’ve received and where those candidates stand.

3. Diversity/Source Metrics (Optional, If Tracked)

What it shows:

  • Candidate source if they are hired
    OR

  • Diversity at various pipeline stages

Why it's useful:
Helps clients track DEI goals, if demographic data is collected. Or help in understanding what are the best candidate sources.

Available in: Advanced Reports (requires appropriate data collection)

4. Stage Movement Breakdown

What it shows:

  • Candidate movements across stages (e.g., X moved from interview to offer, Y dropped from review)

  • Conversion/drop-off rates between stages

Why it's useful:
Helps clients understand how candidates are progressing, where they're being lost, and how efficient the hiring funnel is.

5. Placed Candidates

What it shows:

  • List of all candidates who have been successfully placed

  • Details like start date, job role, and date hired

Why it's useful:
Gives clients a consolidated view of all successful hires. Particularly valuable for multi-role hiring or ongoing engagements.

Best Practices

  • Only include job-specific or relevant data per client.

  • Use filters to exclude internal-only information like recruiter productivity or revenue.

  • Include tooltips or brief descriptions for advanced reports to help clients interpret them.


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