Recruiter Revenue Optimization System Powered by our Goal & Funnel Calculator

Understand what it actually takes to hit your revenue number.

What you get

• what each recruiter needs to produce to hit goal

• whether targets are realistic at current performance

• where performance is breaking down

• which lever drives more revenue

Fix the foundation behind your staffing data.

Most staffing firms have years of activity sitting inside their ATS. But when leadership tries to answer simple questions, the numbers don’t line up.

• Reports contradict each other

• KPI definitions vary by team

• Recruiter activity doesn’t connect clearly to revenue

• Dashboards exist, but trust in the data is low

The problem usually isn’t the reporting tool. It’s that the ATS structure, workflows, and reporting logic were never designed to work together.

What This Engagement Does

The ATS & Reporting Diagnostic is a structured review of how your staffing firm captures, tracks, and reports operational data. We evaluate how your ATS setup connects to the metrics leadership relies on to run the business.

The goal is simple:

Create a clear, trustworthy foundation for reporting and decision-making.

What We Review

• ATS configuration and field structure

• Opportunity and placement workflows

• Recruiter activity tracking

• KPI definitions used across reports

• Existing dashboards and reporting logic

• Alignment between ATS data and financial reporting

Bullhorn is our deepest specialization, but the diagnostic framework applies across all ATS platforms.

What You Get

• Clear understanding of how your current system actually works

• Identification of data gaps and reporting issues

• Standardized KPI definitions

• A reporting and operational blueprint that defines how activity, pipeline, and revenue should be captured and translated into leadership metrics

Build a reporting system leadership can actually trust.

Once the issues inside the ATS and reporting structure are identified, the next step is fixing them.

The ATS & Reporting Implementation engagement translates the findings from the diagnostic into a clean, structured system that supports accurate reporting and operational visibility.

Instead of adding more dashboards or spreadsheets, we focus on improving the underlying structure of how data is captured and reported.

What This Engagement Includes

Depending on the firm and identified pain points, implementation may include:

• Configuring ATS fields and data structures

• Refining opportunity and placement workflows

• Standardizing KPI definitions across leadership reports

• Building leadership dashboards and reporting frameworks

• Aligning recruiter activity with revenue and pipeline metrics

Bullhorn is our deepest specialization, but the implementation framework applies across ATS platforms.

Outcome

At the end of this engagement, your firm has:

• A clean ATS structure that supports reliable reporting

• Clear KPI definitions used consistently across the business

• Leadership dashboards that accurately reflect performance

• Visibility into recruiter activity, pipeline health, and revenue outcomes

Leadership can finally see what is happening inside the business and make confident decisions.

Ongoing visibility and strategic insight for leadership teams.

For staffing firms that want more than dashboards.

This engagement provides ongoing strategic guidance to help leadership understand performance, identify opportunities, and make better operational decisions.

While many firms have reporting in place, they often lack the time or internal resources to turn those numbers into meaningful insight.

This advisory engagement bridges that gap.

What This Engagement Supports

Support may include:

• Leading or supporting Monthly and Quarterly Business Reviews

• Analysis of recruiter, client, and revenue performance

• Identifying low performing service lines, industries, or taxonomies

• Customer and revenue segmentation analysis

• Maintaining KPI definitions and reporting logic as the business evolves

• Advising on reporting strategy, dashboards, and operational improvements

Outcome

Leadership gains:

• deeper visibility into business performance

• consistent KPI definitions across teams

• strategic insights drawn directly from their data

• support translating reporting into action

Instead of reacting to reports, leadership gains a clear understanding of where the business should focus next.

When your systems, reporting, or operations need a complete reset.

Some initiatives go beyond reporting improvements or system refinements.

These projects involve restructuring how the business operates, how systems connect, and how leadership uses data to guide decisions.

Strategic Transformation Projects support staffing firms undertaking significant operational change.

Examples of Transformation Projects

Projects may include:

• Bullhorn implementation or major system redesign

• ATS data architecture restructuring

• Reporting infrastructure rebuilds

• Operational workflow redesign across recruiting, sales, and delivery

• Implementation of new analytics or automation capabilities

• Preparing systems and data structures for AI initiatives

What This Engagement Provides

Strategic transformation projects require more than technical implementation.

They require alignment between:

• leadership goals

• operational workflows

• system configuration

• reporting logic

This engagement ensures those pieces evolve together so the new system actually supports how the business operates.

Outcome

Leadership gains:

• a system architecture aligned with how the firm operates

• reporting that supports decision making

• workflows that scale as the business grows

• a foundation for future analytics, automation, and AI initiatives

Instead of layering fixes on top of outdated structures, the organization gains a system designed for the next phase of growth.