ExpandGood company. Great recruiting teams.
Make the next team meeting a useful one.
See the work behind the results: CVs sent, interviews, offers and calls. Compare recruiters and clients, spot stalled pipelines and open the records behind the numbers.
LESS FRICTION. MORE MOMENTUM.
Four reports that cover the whole agency
Four reports, any date range, included on every plan.
01
User Activity
Compare CVs sent, interviews, offers, calls and pipeline activity by recruiter, with trends over your chosen period.
02
Client Activity
See a client’s open pipeline, time in each stage and archive reasons. Drill into activity by job or recruiter.
03
BD Activities
Track new contacts, campaign additions, calls and opportunities by recruiter.
04
Jobs
See new jobs by type, status, client company and the recruiter who created them.
PUT IT INTO PRACTICE
A clearer picture of the week ahead.
Review the week using activity your team has already recorded.
- 01
Set the period
Choose last week, last month or a custom date range.
- 02
Compare consultants on the same table
Compare stage activity across your team to see where support or follow-up is needed.
- 03
Drill into the number
Open a count to see the candidates, jobs and clients behind it.
- 04
Check the clients that worry you
Review time in stage and archive reasons to find delayed feedback or stalled shortlists.
- 05
Check new business
Check new contacts, calls and opportunities to see how next month’s pipeline is shaping up.
THE DETAILS MAKE THE DIFFERENCE
Recruitment KPIs you can track
Every metric below comes from actions recorded in Longlist. Each one is broken down by user or client and drills down to the underlying records.
CVs sent
Candidates moved to CV Sent on any job, by consultant and by client.
Interviews
New interviews in the period, alongside the CVs that led to them.
Offers
Offers made, with candidate, job, offer date and start date in the drill-down.
Qualified and added to job
Top-of-funnel pipeline work, so you can see effort before it turns into CVs.
Applications
Applications received for your jobs, so you can see which roles attract inbound candidates.
Calls
Candidate and contact calls, counted from the call notes logged against each record.
Candidates and contacts created
New records added to the database, by user, with company and date for contacts.
Contacts added to campaigns
BD and nurture campaign activity, showing campaign, contact and who added them.
Opportunities created
New deals by client, owner and date, with each opportunity's current status.
Open pipeline by client
Current candidates in each stage, per client, expandable to each job.
Time in stage
Average time candidates spend in each stage for a client's jobs.
Archive reasons by client
Why candidates drop out, and which stage they were in when they did.
Need a different view?
Plus includes custom dashboards for your agency. Standard reports cover activity and pipeline; they do not report revenue, fees or placements, calculate commissions or export to CSV. Keep financial reporting in your finance system.
Can I track individual recruiter activity?
Yes. User Activity and BD Activities break down the work by recruiter. Open a count to inspect the underlying records.
Is reporting included in every plan?
The four standard reports are included on every plan. Custom dashboards are available on Plus. Compare plans.
Does Longlist report on revenue, fees or placements?
No. Placement details are stored on the record, but reporting currently covers recruiting activity and pipeline rather than revenue or fees.
Can I export reports to Excel or CSV?
Report widgets do not currently export to Excel or CSV. Candidate lists can be exported from the database.
Will my historical activity show up if I migrate from another CRM?
Reports use activity recorded in Longlist. Ask our migration team which historical activity can be carried over from your current CRM.
YOUR NEXT CHAPTER STARTS HERE
Less admin.
More “you got the job.”
Let’s walk through a better working day for your agency.