Dashboard

You can quickly navigate to the Dashboard with G then D. See all keyboard shortcuts. The Dashboard gives you a real-time snapshot of your recruitment activity, from revenue and calls to open jobs and candidate progress. It is your personal home screen when opening Spott.

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My Statistics

Use the time period filter on the top right to set the reporting period (for example This week, This month, This quarter, or a custom range). There is also a user filter for looking at a teammate’s numbers rather than your own, or at a team. It only appears if your role lets you manage analytics: without that permission the Dashboard shows your own figures. The metric cards show key performance numbers for the period. Open Configure Dashboard to choose which metrics appear and drag them into the order you want. The available metrics are:

• Total Revenue booked, Total Placements added
• Total Jobs added, Total Candidates added
• Total Phone Calls (excl. attempted), Total Outbound Calls
• Total Online Meetings, Total In-person Meetings
• Total CVs sent, Total Standard CVs sent, Total Speculative CVs sent
• Total 1st Interviews, Total 1st Standard Interviews, Total 1st Speculative Interviews
• CV Sent Fill Rate, 1st Interview Fill Rate

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Set targets

Configure Targets turns the metric cards from a number into progress against a goal, which is what makes the Dashboard worth opening daily. Targets are set per user and per metric, in a grid: one row per teammate, one column per metric such as Jobs Added, Candidates Created, Placements, successful phone calls, or CVs sent. Leave a cell at 0 for anyone the target does not apply to. Above the grid, Time Window for Targets says what period a target covers, for example Every Month.

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Drill down into a number

Click any metric card to open the records behind it, so you can go from “12 CVs sent” to which twelve.

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Whose number it is

A KPI is credited to the person who performed the action, not to whoever owns the application. Whoever drags the card to CV Sent gets the CV sent, and whoever marks the placement gets the placement, even if a colleague owns the candidate. Ownership itself follows from who added the candidate to the pipeline. That leaves one case worth watching: an application that arrives on its own, from a job board or an inbound feed, can end up with no owner at all, and its activity then appears on nobody’s dashboard. If a consultant insists their CVs sent are missing, check the owner on those applications first. Two more things shape what you see. Interviews and CVs sent are counted on the date the card moved, not the date of the interview, which is set by the stage markers. And a placement split between colleagues is credited whole to the user in Placed by; the split percentages only divide the booked revenue.

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Pipeline Summary and Job Status

• Pipeline Summary shows the applications you own, per stage. You can sort it, so the stages you care about most sit at the top instead of following the pipeline order.
• Job Status shows the jobs you are on the team of, broken down by status.

Both are clickable: select a stage to see who is behind the number. These two widgets show where things stand today, so the time period filter above them changes the metric cards and leaves these alone. Your filter choices are remembered when you leave the Dashboard and come back. Both widgets only count jobs whose status is marked as one to show in search, set per status under Settings → Stages. A Pipeline Summary that is empty while the jobs clearly exist is the usual sign that the setting is off.