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CEO Company Health Dashboard
Hover any card to see where the data comes from, what it means, and exactly how it's calculated.
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 SamplePending QuickBooks connection
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
Open Roles to Fill
-
across - open searches
Team Capacity Status
Optimal
Avg Pipeline Velocity
8.3 days
Target: <10 days
Avg Time to Fill
-
From Crelate placement records
Avg Placement Fee (6mo)
-
From Crelate placement Fee field
Sales & Pipeline Health Apollo (Sample) New Job Orders is live from Crelate; the rest is sample until Apollo reliability is confirmed
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) Sample Pending QuickBooks connection
Retainer Revenue
$-
Recurring retainer fees
Executive Placements
$-
Placement fees, exec roles
Contingent Placements
$-
Tech contingent placements
Retainer Placements
$-
Tech retainer placements
Total
$-
Retainer Share (revenue + placements)
-
Placement Fee Breakdown (Last 6 Months) Avg Crelate placement fee per classification
Executive
$-
- placements
Tech Contingent
$-
- placements
Tech Retainer
$-
- placements
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 / Total roles needed across opened searches (last 30 days)
Placements Made
-
Total Roles Needed
-
Searches Opened
-
Fill Rate
-
Executive Fill Rate
-
- placements / - roles
Contingent Fill Rate
-
- placements / - roles
Retainer Fill Rate
-
- placements / - roles
Sales Funnel Apollo (Sample) Sourced from Apollo when wired; data quality flagged by Matt
Active Prospects
12
Proposals Outstanding
15
Proposals Won (90d)
5
Win Rate
33.3%
New Client Acquisition
New Clients (This Month)
3
New Clients (Last Month)
2
Monthly Pace
2.3
Job Order Pipeline A search can carry multiple roles. Both shown.
New Searches (This Week)
7
New Roles (This Week)
-
New Searches (Last Week)
5
New Roles (Last Week)
-
90-Day Revenue Forecast Open roles × avg historical fee, by Crelate EstimatedCloseDate
Searches Closing <90d
-
Open Roles Closing <90d
-
Forecast Revenue (Total)
-
Forecast Revenue (Weighted)
N/A
Needs per-job probability (not in Crelate)
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
Each dot is one risk signal: green = healthy, yellow = warning, red = action needed, gray = no data.
| Client | Overall | ETA | Submittals | 1st Interviews | Cadence | MPS | Offers Out | Offers Accepted | Open |
|---|---|---|---|---|---|---|---|---|---|
| Loading client risk data... | |||||||||