1.6 Prospect Performance Summary Getting Started Checklist:

  1. Prospect Performance Summary?

1. What is the Prospect Performance Summary?

The Prospect Performance Summary is only accessible by Admin, Location Admin and Recruiter Manager Roles. This information is found under the Summary tab in Prospects. When you click on it you get a Performance Summary which is divided into Year to date, last 30/60/90 days and can be broken down by Location, Recruiter, Lead source and Interested.  The Performance Summary can also be downloaded to PDF, CSV or XML. In future release there will be a more customizable breakdown where you can filter on multiple items to generate custom reports.