WORK WITH YOUR HANDS
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 core recruiters
Financial Health SamplePending QuickBooks connection
Revenue Target (Monthly)
$250,000
Target: $250,000
Revenue Delivered (MTD)
$187,500
Delivery %
75%
Target: 100%
Top Client Concentration
38%
Target: <40%
Operational Health
Avg Roles to Fill / Recruiter
9
Target: 8-10
Exec Roles to Fill / Recruiter
-
Executive desk, tracked separately
Open Roles to Fill
-
across - open searches
Rolling 12mo · not filtered by date range
Team Capacity Status
Optimal
Avg Pipeline Velocity (Tech)
-
Target: <10 days
Avg Pipeline Velocity (Exec)
-
Target: <10 days
Avg Time to Fill (Tech)
-
From Crelate placement records
Avg Time to Fill (Exec)
-
From Crelate placement records
Avg Placement Fee (6mo)
-
From QuickBooks Sales by Product/Service
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
Business Model Health Sample
Retainer Revenue %
45%
Client Churn Rate (Monthly)
3.5%
Revenue per Recruiter (Monthly)
$31,250
Exec Revenue per Recruiter
-
Client Revenue Breakdown (Last 6 Months)
| Client Name | Revenue ($) | % of Total | Placements | Avg Time to Fill |
|---|---|---|---|---|
| Johnson Controls | $47,500 | 25.3% | 4 | 52 days |
| ThermalTech | $38,200 | 20.4% | 3 | 45 days |
| MEP Solutions | $29,800 | 15.9% | 2 | 38 days |
| HVAC Pros | $22,100 | 11.8% | 2 | 60 days |
| BuildRight | $18,900 | 10.1% | 1 | 41 days |
| ClimateCraft | $14,200 | 7.6% | 1 | 55 days |
| PipeMasters | $9,800 | 5.2% | 1 | 48 days |
| AirFlow Inc | $7,000 | 3.7% | 1 | 62 days |
| 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
Pipeline Velocity by Stage
Submittal → Interview
—
Interview → Offer
—
Offer → Placement
—
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 QuickBooks 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 Core Recruiters
6
Revenue per Recruiter
$31,250
# of Exec Recruiters
-
Exec Revenue per Recruiter
-
Fill Rate Closed-filled vs closed-not-filled searches (selected range)
Closed Searches
-
Closed – Filled
-
Closed – Not Filled
-
Fill Rate
-
Executive Fill Rate
-
- filled / - closed
Contingent Fill Rate
-
- filled / - closed
Retainer Fill Rate
-
- filled / - closed
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 |
|---|---|---|---|
| Indeed | $3,500 | 62 | $56.45 |
| Indeed sample · connect the YTD campaign report for live numbers. | |||
Lead Generation Summary Sample
Indeed Spend
$3,500
Indeed Applications
62
Indeed Cost / App
$56.45
Lead-to-Client Rate
8.1%