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REPORTING / EXCEL COLLECTION 06
Recruitment Client Reporting Kit
Keep client updates consistent, with a clear view of the pipeline and where vacancies stand.
Excel workbookWritten guidanceSynthetic examples
A CLEAR PURPOSE
Who it’s for.
Independent recruiters and small recruitment agencies.
What it helps you do
Turn vacancy-level inputs into a readable client update.
What you’ll work with
A standard vacancy-level input table with measures from a consistent period or cohort.
INSIDE THE WORKBOOK
Planned contents.
- Applications, interviews, offers and placements
- Stalled-vacancy tracking
- Clearly defined pipeline conversion measures
- A printable report with space for your branding
The workbook will use manual inputs in a defined format. Automatic ATS connections are outside the initial scope.
Works in familiar Excel
Intended for Microsoft 365 desktop Excel. Verified requirements will be listed at release.
Designed for independent use
Written instructions, defined inputs and a completed fictional example. No onboarding call required.
Your data stays with you
This site does not accept employee records. You work with the file in your own environment.