Client Fill Rate & Revenue Pipeline Dashboard
A done-for-you staffing and recruiting automation built for the Agency Owner, connecting Slack and Google Sheets so the work below happens on its own.
What this automation does, step by step
Every open job order in the agency is tracked in real time against its fill deadline and fee value, and the agency owner receives a Monday morning digest showing orders by urgency, recruiter assignment, candidate pipeline depth, and estimated close probability.
Any job order that has been open for more than 14 days without a qualified submittal triggers an escalation alert, and orders approaching their client deadline with no placement imminent receive a priority flag with a suggested action.
The agency owner manages the revenue pipeline by data rather than intuition, and every recruiter knows exactly where their book of business stands before the week begins.
- ATS (e.g., Bullhorn, JobAdder, or Crelate)
- Zapier or Make.com
- Google Sheets or a BI tool (revenue pipeline dashboard)
- Slack (weekly digest and escalation alerts)
- Email (client fill rate summary)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Left unautomated, an agency owner spends hours on the parts of this job that don't require judgment: copying data, sending reminders, and tracking status by hand.
With this automation
- Daily and weekly digests delivered automatically
- Threshold alerts when a key number moves
- Dashboards fed directly from your systems
- Client and owner reports assembled without copy and paste
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