The Revenue Report lets you see how much your agency has earned — and is projected to earn — broken down by job type (contingent, retained, RPO, contract, and others). To get accurate data, each job needs an engagement type and billing details configured. See How to Set Up Revenue Tracking for your job type before running this report.
How to run the Revenue Report
Go to the Reports tab and select Revenue under Recruiting Reports.
Set the Group by filter to Engagement Type. By default it's set to User, which gives you revenue per recruiter — switching to Engagement Type reorganizes the data by job type instead.
Confirm the Currency matches your account's default. This pulls from your workspace currency setting.
Select a date range. You can use preset options (This Year, This Quarter) or set a custom range. The chart will update to show revenue trends across that period.
Scroll down to the Tabular View to see the raw numbers: total revenue per engagement type, broken down by individual jobs and placements.
Viewing future revenue
To forecast upcoming revenue, extend your date range into a future period. The report will display projected revenue for any billing milestones or placement fees that fall within the selected window — for example, future tranches on a retained search or upcoming contract billing dates.
You can drill into any job type row to see which specific jobs and placements are driving the projected numbers.
Things to know
Revenue only appears in this report if billing details have been set on the job. Jobs without an engagement type or billing configuration will not appear.
Contract jobs with multiple billing periods will show individual periods as separate line items in the drill-down view.
The currency displayed is workspace-level — if your team works across multiple currencies, check that the default is set correctly before sharing the report.
You can save this report configuration under Saved Reports to reuse the same filters each month.
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