Case studiesRecruitment
KPI dashboards for an owner-run recruitment business
The owner of a specialist recruitment agency was tracking placements, pipeline and revenue by hand. We streamlined the data capture and built dashboards that show the numbers that matter at a glance.
- Client
- Technical recruitment agency
- Sector
- Recruitment
- Service
- Data & Business Intelligence
The key numbers of the business on one screen, every morning
The challenge
In a small agency the owner is also the finance team, the operations team and the sales director. The numbers lived in the CRM, a spreadsheet and a notebook, and pulling them together each week was a job in itself.
What we did
- Simplified how candidate and client activity is recorded, so the data is captured once in the CRM and nowhere else.
- Connected the CRM and accounts data to Power BI with scheduled refresh.
- Built a dashboard around the questions the owner asks every week: pipeline by stage, placements against target, revenue and margin, and consultant activity.
- Kept it to one page, designed to be read on a phone between meetings.
The result
The weekly numbers now take seconds rather than an afternoon, and the owner spends that time on clients and growth instead. The same dashboards are used in team meetings, so everyone works from one set of figures.
“The custom dashboards they created allow me to effortlessly track my stats and key performance indicators, giving me valuable insights at a glance. Their expertise and hands-on approach have saved me time and stress, allowing me to focus on growing my business.”
