Client Dashboard

Navigation

Report Builder

Configure scope and content before previewing.

1. Run Loxo Sync

2. Load Client Jobs

Recruiter - To Capture Notes Client Timeframe Start End

3. Tune Content

Funnel Totals Workflow Timing Current Support Executive Summary Client Action Required Include Closed Jobs Show Contact Display as

Executive summary (high-level narrative and feedback requests)

Client action required (critical blockers only)

4. Preview & Publish

Client Not selected

Timeframe Year to Date

Included Jobs 0 / 0

Active Sections 0

Notes Saved 0

Client Funnel by Job

Sourced → In Progress → Connected → Submitted → Interview → Offer

Time in Workflow

Average days between pipeline milestones

Confidential. This system contains proprietary recruiting and client data

v1.1.0