Recruitment

SalesDash tracks the performance of recruitment agencies. Because sales and recruitment teams work toward different goals, SalesDash can be configured to show each team only the metrics relevant to them — while giving management a view across both.

What you can track

Sales team

The sales team's job is to bring in client companies with open positions. Their pipeline is tracked stage by stage:

• Lead pipeline — count of leads at each stage of the sales process (e.g. Intro, Proposal, Signed)

Recruitment team

The recruitment team's job is to source and qualify candidates. Their pipeline is tracked the same way:

• Candidate pipeline — count of candidates at each stage (e.g. Intro, Intake, Offer)

Placements

A placement is one result that counts toward two people: the recruiter who found the candidate and the sales rep who landed the client. SalesDash tracks both contributions separately so each person's score reflects their part in the outcome:

• Recruiter placements — total placements for the recruitment team
• Sales placements — total placements for the sales team

Revenue

If you track revenue per placement, this can be imported into SalesDash from your finance or payroll system and attributed to the individual recruiters and sales reps involved:

• Recruiter revenue — revenue attributed to the recruitment team
• Sales revenue — revenue attributed to the sales team

If your team uses a telephony system, call metrics can be added alongside the above.

Configuring what is visible

Every metric in SalesDash can be enabled or disabled, and optionally restricted to management view only. You decide which numbers your agents see, which are shown in competitions and on slideshows, and which are kept in the background for your own reporting.

Performance and motivation

Once your metrics are in place, SalesDash gives you a set of tools to keep performance visible and give your team something to compete for:

• Competitions — leaderboards, milestone challenges, and head-to-head showdowns between agents or teams
• Goals — individual and collective targets with progress tracked in real time
• Achievements — badges awarded automatically when agents reach milestones
• Slideshows — live standings and goal progress displayed on office screens throughout the working day

How your data connects

Your recruitment software connects to SalesDash and supplies pipeline and placement data (common systems include RecruitNow, Recruitee, and Bullhorn). If you track revenue, a finance or payroll system can be connected as an additional source. A call provider (such as Voys or Aircall) can also be added if your team uses one.