Goals in Recruiterflow help you track performance and stay aligned across your agency. You can set measurable targets for placements, revenue, submissions, any recruiting, sales, or custom metric that matters to your business, and see progress in real time.
Whether you’re managing a company-wide objective or tracking recruiter performance, Goals keeps everyone focused and accountable.
What Can You Track with Goals?
Goals are powered by Advanced Reporting metrics, so you can set and measure any KPI you already track in Recruiterflow - be it a recruiting metric, sales metric, or a custom metric you have created.
Some examples:
Recruiting Metrics
Placements per month or quarter
Candidate submissions per week
Interviews scheduled per recruiter
Business Metrics
Revenue per team or user
New clients acquired per quarter
Active jobs per recruiter
Pipeline value by team
💡 Example: “I want to track if my team hits 50 placements per month.”
✅ You can do this easily with a company or team goal.
Where to Find Your Goals
You can find Goals under the Reports module found in the sidebar, as seen in the image. Once you are in the Goals dashboard, you will see the Goals table that lists all the goals you have access to based on your role.
Goals Dashboard
You can access all your active goals in one place:
Overview Tab: See all company, team, and user goals at a glance - based on your role
Company Goals: Company-wide targets
Team Goals: Team-specific goals
User Goals: Individual performance goals
Search & Filter Options
Search by goal name, team, or user
Filter by progress breakdown (weekly, monthly, quarterly)
View current year or previous years
Within every goal, there are progress bars that show your current performance status:
Exceeded: Goal surpassed
On Track: 100% progress
Behind: 81–99% progress
At Risk: <81% progress
Quick Tips for Your First Goal
✅ Start Simple: Begin with one company-wide goal before adding team breakdowns.
✅ Enable Notifications: Stay updated weekly or monthly instead of waiting until month-end.
❌ Don’t Overthink Targets: You can always edit goals later. Start with a reasonable estimate.