What Is the Agency Dashboard?
The agency dashboard is your command center for understanding how your recruitment team is
performing. It aggregates data from all team members into a single view with KPI cards,
activity trends, outreach breakdowns, and a member leaderboard. Only users with an Admin
or Admin Member role can access the agency dashboard.
The dashboard answers the questions that matter most to agency managers: How much outreach
is the team doing? Which channels are most active? Who is performing well? Are we trending
up or down? All of this is available at a glance without asking each recruiter for updates.
Accessing the Dashboard
Navigate to the Agency section in the left sidebar and select Dashboard. The
dashboard loads with the default time period of 30 days. You can change this at any time
using the period selector in the top-right corner.
The dashboard only shows data for team members who have active seats. Members whose seats
have been deactivated do not appear on the leaderboard, but their historical data is still
included in the aggregated KPI totals for the periods when they were active.
KPI Cards
At the top of the dashboard, you will find key performance indicator (KPI) cards that
summarize your team’s activity for the selected time period:
| KPI | What It Measures |
|---|
| Total Outreach Sent | The number of outreach steps completed across all team members (emails sent, LinkedIn messages, calls logged). This is your primary activity metric. |
| New Companies Added | How many new client companies your team has saved to the platform. Indicates business development activity. |
| New Contacts Found | The number of new contact details (decision makers, hiring managers) discovered. Shows how effectively your team is building their contact database. |
| New Jobs Added | How many new job listings your team has saved from search results. Measures pipeline building activity. |
Use the KPI change percentages to spot trends early. A sustained decline in outreach
sent over 2-3 weeks might indicate that your team needs additional training, that
workloads need rebalancing, or that a key recruiter is out of office. One week of
decline is normal; two or more weeks is worth investigating.
Team Leaderboard
Below the KPI cards, the team leaderboard ranks your team members by their outreach
activity during the selected period. See the Member Leaderboard
section below for full details on columns and usage.
Charts
Below the leaderboard, two charts are displayed side by side:
Outreach by Channel
The outreach by channel chart breaks down your team’s outreach activity by
communication channel:
- Email — Messages sent through connected email accounts
- LinkedIn — LinkedIn connection requests and messages
- Phone — Logged phone calls
This breakdown helps you understand which channels your team relies on most and whether
you should diversify your approach. A healthy outreach mix typically includes all three
channels, though the exact distribution depends on your agency’s specialization and
target audience.
Activity Over Time
The activity chart visualizes your team’s outreach work over the selected time period.
The horizontal axis shows dates, and the vertical axis shows counts. This interactive chart
lets you hover over data points to see exact numbers for each day.
This chart helps you identify patterns in team activity. For example, you might notice
that outreach peaks on certain days of the week. Understanding these patterns helps you
optimize your team’s weekly workflow.
Weekends and holidays typically show lower activity. When evaluating trends, compare
business days to business days rather than looking at raw daily averages that include
low-activity days.
Member Leaderboard
The leaderboard ranks your team members by their total outreach activity during the
selected period. For each member, you can see:
| Column | Description |
|---|
| Rank | Their position relative to other team members, with trophy/medal icons for the top 3 |
| Team Member | Their name and email address |
| Emails | Number of email outreach steps completed |
| Calls | Number of phone calls made |
| LinkedIn Connect | Number of LinkedIn connection requests sent |
| LinkedIn Message | Number of LinkedIn messages sent |
| Total Outreach | The combined count of all outreach actions taken |
| Credits | Their remaining credit balance |
| Actions | A button to view the member’s detailed analytics |
The leaderboard measures activity, not results. A recruiter who sends fewer
messages but has a higher response rate may be more effective than one who tops the
activity chart. Use the leaderboard as one data point among many, not as the sole
measure of performance.
Time Period Selection
You can view the dashboard data across three time periods:
| Period | What It Shows | Best For |
|---|
| 7 days | The last week of activity | Quick check-ins, daily stand-ups, and identifying immediate issues |
| 30 days | The last month of activity | Regular performance reviews and the default view for most purposes |
| 90 days | The last quarter of activity | Identifying long-term trends, seasonal patterns, and strategic planning |
How to Use the Dashboard to Manage Your Team
The agency dashboard is not just a reporting tool — it is a management tool. Here are
some practical ways to use it:
Weekly Team Stand-ups
Switch to the 7-day view before your weekly team meeting. Review the KPI cards to
understand overall performance, then check the leaderboard to see which team members
have been most active. Use the activity chart to identify any days with low output
and discuss what might have caused the dip. This turns your stand-up from subjective
updates into data-driven discussion.
Use the 30-day view to assess each recruiter’s contribution. Compare their
leaderboard position to previous months (you can note these down over time). Look at
the outreach by channel breakdown to ensure your team is using a healthy mix of
communication channels rather than relying solely on email.
Identifying Training Needs
If a team member consistently ranks low on the leaderboard, it does not necessarily
mean they are underperforming. Click their name to check their individual analytics
and understand whether they are focused on different activities, such as deep research
or candidate management, that do not show up in outreach metrics. Use this data to
have informed coaching conversations rather than assumption-based ones.
Capacity Planning
The 90-day view helps you understand your team’s capacity over time. If outreach
numbers are growing steadily, your team is gaining momentum. If outreach is
declining, it might be time to investigate whether team members need additional
support or whether external factors are affecting performance.
New Member Onboarding
When a new recruiter joins, track their activity through the dashboard during their
first 30 days. You should see a gradual ramp-up in all metrics. If their numbers
plateau early, they might need additional training, mentoring, or process guidance.
Advanced
How Dashboard Metrics Are Calculated
All dashboard metrics are calculated by aggregating data across all active agency members for the selected time period. The system queries each member’s activity records (outreach steps, company saves, contact discoveries, and job saves) and sums them at the agency level.
The percentage change indicators compare the selected period against the immediately preceding period of the same length. For a 30-day view ending today, the comparison period is the 30 days before that. This rolling comparison means the KPI change percentages are always contextually relevant.
Leaderboard Ranking Algorithm
The leaderboard ranks members by total outreach activity during the selected period. The ranking considers the sum of all outreach steps (emails, LinkedIn messages, LinkedIn connections, phone calls). The breakdown columns show the per-channel detail, but the ranking is based on the total. Each member row also displays their current credit balance. Members with zero activity during the period still appear on the leaderboard (at the bottom), so you can see who has been inactive.
Data Freshness
Dashboard data reflects the most recent state of the database. There is no caching delay — when you load the dashboard, it queries current data. However, the daily activity chart groups data by calendar day, so intra-day activity is not visible as a separate data point until the day is complete.
Connection to Member Analytics
Clicking on a member’s name in the leaderboard takes you to their individual Member Analytics page. This provides a deeper dive into that specific recruiter’s activity, including their personal outreach breakdown, activity timeline, and recent action log.
Role-Based Access
Only Admin and Admin Member roles can access the agency dashboard. Regular Members see no dashboard option in their navigation. This ensures that team-level metrics are visible only to those with management responsibilities.
Power-User Tips
- Screenshot the dashboard weekly. Take a screenshot of the 7-day view each Friday. Over time, this creates a visual history of your team’s performance that you can review during quarterly planning sessions.
- Compare 30-day and 90-day views. If the 30-day trend is declining but the 90-day trend is flat, you may be seeing a temporary dip rather than a systemic issue. If both are declining, action is needed.
- Use the channel breakdown for strategy. If 90% of your team’s outreach is email and only 10% is LinkedIn, consider whether your team should diversify. Different channels have different response rates for different audiences.
- Check credit balances in the leaderboard. The leaderboard shows each member’s remaining credits. If one member is running low while others have plenty, they may be highly active or using credits inefficiently — drill into their member analytics to understand.
- Set team goals based on dashboard data. Use historical averages to set realistic weekly targets (e.g., “50 outreach steps per recruiter per week”). The dashboard makes progress toward these goals visible to everyone.
