WORK WITH YOUR HANDS
CEO Company Health Dashboard
Revenue MTD
$187.5K
of $250K target (75%)
Fill Rate
72%
Target: >60%
Revenue / Recruiter
$31.2K
6 active recruiters
At-Risk Clients
2
of 14 total (14.3%)
Financial Health Sample
Revenue Target (Monthly)
$250,000
Revenue Delivered (MTD)
$187,500
Delivery %
75%
Target: 100%
Top Client Concentration
38%
Target: <40%
Operational Health
Avg Active Searches / Recruiter
9
Target: 8-10
Team Capacity Status
Optimal
Avg Pipeline Velocity
8.3 days
Target: <10 days
Sales & Pipeline Health
Active Prospects in Pipeline
12
Target: >10
Proposal Win Rate (90 Days)
34%
Target: >30%
New Clients Added (This Month)
3
Target: >2
New Job Orders (This Week)
7
Target: >5
Client Health
Total Active Clients
14
At-Risk Clients
2
% At Risk
14.3%
Pricing Health Sample
Clients >365 Days Since Fee Increase
3
Avg Fee % vs Market (Gap)
-2.1%
Business Model Health Sample
Retainer Revenue %
45%
Client Churn Rate (Monthly)
3.5%
Revenue per Recruiter (Monthly)
$31,250
Fill Rate %
72%
Target: >60%
Client Revenue Breakdown (Last 6 Months)
| Client Name | Revenue ($) | % of Total | Placements |
|---|---|---|---|
| Johnson Controls | $47,500 | 25.3% | 4 |
| ThermalTech | $38,200 | 20.4% | 3 |
| MEP Solutions | $29,800 | 15.9% | 2 |
| HVAC Pros | $22,100 | 11.8% | 2 |
| BuildRight | $18,900 | 10.1% | 1 |
| ClimateCraft | $14,200 | 7.6% | 1 |
| PipeMasters | $9,800 | 5.2% | 1 |
| AirFlow Inc | $7,000 | 3.7% | 1 |
| Total | $187,500 | 100% | 15 |
Top Client %
25.3%
Pipeline Velocity by Client (Last 30 Days)
| Client Name | Avg Days: Submit to Interview | # Placements Tracked | Status |
|---|---|---|---|
| Johnson Controls | 6 | 4 | Green |
| ThermalTech | 7 | 3 | Green |
| MEP Solutions | 9 | 2 | Green |
| HVAC Pros | 5 | 2 | Green |
| BuildRight | 12 | 1 | Yellow |
| ClimateCraft | 8 | 1 | Green |
| PipeMasters | 14 | 1 | Yellow |
| AirFlow Inc | 5 | 1 | Green |
Company Average
8.3 days
Pricing Health Tracking
| Client | Current Fee % | Market Rate | Last Increase | Days Since | Gap |
|---|---|---|---|---|---|
| Johnson Controls | 27% | 28% | 2025-08-15 | 228 | -1.0% |
| ThermalTech | 28% | 28% | 2025-11-01 | 150 | 0.0% |
| MEP Solutions | 26% | 28% | 2025-06-10 | 294 | -2.0% |
| HVAC Pros | 28% | 28% | 2026-01-20 | 70 | 0.0% |
| BuildRight | 25% | 28% | 2024-12-01 | 485 | -3.0% |
| ClimateCraft | 27% | 28% | 2025-09-22 | 190 | -1.0% |
| PipeMasters | 25% | 28% | 2024-11-15 | 501 | -3.0% |
| AirFlow Inc | 26% | 28% | 2025-02-28 | 396 | -2.0% |
Revenue Mix (Last 30 Days)
Retainer Revenue
$84,375
Contingent Revenue
$103,125
Total
$187,500
Retainer %
45%
Client Churn
Clients Lost This Month
0
Clients Start of Month
14
Monthly Churn Rate
0%
Revenue per Recruiter
Total Revenue
$187,500
# of Recruiters
6
Revenue per Recruiter
$31,250
Fill Rate
Placements Made
15
Total Searches Opened
21
Fill Rate
71.4%
Sales Funnel Sample
Active Prospects
12
Proposals Sent
15
Proposals Won
5
Win Rate
33.3%
New Client Acquisition
New Clients (This Month)
3
New Clients (Last Month)
2
3-Month Avg
2.3
Job Order Pipeline
New Job Orders (This Week)
7
New Job Orders (Last Week)
5
2-Week Avg
5.5
Ad Performance by Platform Sample
| Platform | Monthly Spend | Leads Generated | Cost / Lead |
|---|---|---|---|
| Google Ads | $4,200 | 45 | $93.33 |
| $2,800 | 28 | $100.00 | |
| Indeed | $3,500 | 62 | $56.45 |
| Total | $10,500 | 135 | $77.78 |
Lead Generation Summary Sample
Total Monthly Spend
$10,500
Total Leads
135
Avg Cost / Lead
$77.78
Lead-to-Client Rate
8.1%
Total Active Clients
14
At Risk (Yellow + Red)
2
% At Risk
14.3%
Healthy Clients
12
Client Risk Assessment
| Client Name | Status | Notes | Last Contact | Revenue (Monthly) |
|---|---|---|---|---|
| Johnson Controls | Green | Strong relationship, multiple active roles | 2026-03-28 | $7,917 |
| ThermalTech | Green | Expanding headcount, new project pipeline | 2026-03-29 | $6,367 |
| MEP Solutions | Green | Consistent hiring volume | 2026-03-27 | $4,967 |
| HVAC Pros | Green | Good fill rates, responsive team | 2026-03-30 | $3,683 |
| BuildRight | Yellow | Fee increase overdue (485 days). Slowing order volume. | 2026-03-20 | $3,150 |
| ClimateCraft | Green | Recent win, good momentum | 2026-03-26 | $2,367 |
| PipeMasters | Yellow | Slow pipeline response (14-day avg). Fee 3% below market. | 2026-03-18 | $1,633 |
| AirFlow Inc | Green | Small but reliable, fast decisions | 2026-03-25 | $1,167 |
| DuctWorks | Green | New client, ramping nicely | 2026-03-29 | $2,800 |
| Summit HVAC | Green | Retainer client, steady volume | 2026-03-27 | $3,200 |
| ProPipe Systems | Green | Healthy relationship, 2 active roles | 2026-03-28 | $2,500 |
| ColdFront Mechanical | Green | Growing partnership, referral source | 2026-03-30 | $1,900 |
| Atlas MEP Group | Green | Long-term retainer, no concerns | 2026-03-26 | $2,100 |
| IronClad Services | Green | Renewed contract last month | 2026-03-29 | $1,750 |