Recording Placements and Tracking Revenue

Creating a placement

When a candidate accepts an offer, create a placement record to track the details. Go to the candidate's application in the job pipeline and click Create Placement.

Fill in the placement details:

• Start date - When the candidate begins
• Salary - The agreed compensation
• Fee / Revenue - Your agency's fee for this placement
• Invoice status - Track whether you have invoiced the client

Placement statuses

• Pending - Offer accepted, not yet started
• Active - Candidate is currently in the role
• Completed - Placement period finished successfully
• Cancelled - Placement fell through

Revenue reporting

All placement revenue is visible on your dashboard. Filter by date range, client, or recruiter to understand where your revenue is coming from. Use this data to identify your most profitable clients and focus your business development efforts accordingly.