Description
Full Walkthrough
Log jobs, candidates and placements. See fees invoiced and collected, funnel ratios, guarantee status, recruiter commission and client scorecards.
Who it’s for
Agency and independent recruiters, small staffing firms and headhunters who want jobs, candidates and fees in one spreadsheet.
What’s inside
- Dashboard: Placements, fees billed and collected, open jobs, pipeline value, days to fill, submittals, interviews, funnel ratios, guarantees, outstanding invoices, recruiter / client / source scorecards, charts
- Jobs: Job orders with estimated fee, candidates, submittals, interviews, days open and placement
- Pipeline: Candidates by job and stage, with client, title and days in process
- Placements: Fee, recruiter commission, guarantee end and status, days to fill, invoice outstanding
- Monthly: 12 months: jobs opened, submittals, interviews, offers, placements, fees billed and collected, fall-offs, contingency and retained fees
- Settings: Fee defaults, guarantee period, recruiters and splits, clients, stages, sources
What you get
- The .xlsx workbook with sample data that’s easy to clear
- Setup Guide PDF, with every tab explained
- A video walkthrough
FAQ
Does it work in Google Sheets?
Yes. Upload it to Google Drive, open it with Google Sheets, then choose File > Save as Google Sheets.
Which Excel version do I need?
Excel 2019 or newer, Microsoft 365 or Excel for Mac.
Is this a subscription?
No. You pay once and keep the file. No macros, no add-ons.
Each placement holds one fee. Fee type (contingency or retained) is split on Monthly, but retainer installments before placement are not modeled. Sample numbers are example data.
This is a digital product. No physical item will be shipped.
Also on Gumroad: Recruiting Agency Placement, Pipeline & Fee Tracker on Gumroad
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