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Client analytics report

How healthy is each client account? Status mix, earnings per month, and a deep dive into earnings sliced by recruiter, client, template, location, and tag.

Where to find it
Main menu → Reports → Clients tab
Who can use it
Recruiters, account owners, anyone with access to reports
Direct URL
https://app.nextal.com/apps/reports?tab=clients

Every chart on this page respects the date filter at the top right (Last 365 days / Last 30 days / Last 7 days / custom range). KPI cards that mention a fixed window like “365d” keep their own window regardless — they’re always-on benchmarks. Click Export PDF at the top to download the current view.

Section 1 — Volume & status

KPI cards: Total / 365d / 30d / 7d

Four client-volume KPI cards: Total, Last 365 days, Last 30 days, Last 7 days

Number of client accounts in each time window. Mostly stable over short windows; useful for spotting new-business growth.

Chart: Client by status

Client by status — bar chart, one bar per client status

What it shows. Bar chart, one bar per client status (Active / Inactive / Prospect / etc.). Bar length = count.

Question it answers. “How much of my book is active right now?”

Chart: Earning per month

Earning per month — column chart of total monthly job-fee earnings

What it shows. Column chart of total monthly earnings (job fees collected). X-axis: months. Y-axis: earnings amount.

Question it answers. “Is our revenue growing month over month?” Compare year-over-year by switching the date filter to a wider window.

Section 2 — Recruiter performance

Table: Status per recruiter

Status per recruiter — table with rows = recruiters, columns = job statuses

What it shows. Rows = recruiters, columns = job statuses (Open / Filled / Cancelled / etc.). Each cell is the count of jobs in that status owned by that recruiter. The bottom row totals across recruiters. CSV export available.

How to read it. Compare a recruiter’s Filled count to their Open count — a high ratio of Filled to total = high closer. Many Cancelled jobs concentrated on one recruiter = either a difficult portfolio or process issues.

Table: Earnings by recruiter

Earnings by recruiter — table of total earnings, filled count and average fee per recruiter

What it shows. Rows = recruiters; columns = total earnings, count of filled jobs, average fee. CSV export available.

Question it answers. “Who’s the highest revenue generator on the team?”

Section 3 — Revenue by dimension

Same Status + Earnings tables, sliced four different ways. Each table has a CSV export.

Tables: Status per client & Earnings by client

Status per client and Earnings by client — paired tables, one row per client account

One row per client. Identifies your most valuable accounts.

Tables: Status per template & Earnings by template

Status per template and Earnings by template — paired tables, one row per job template

One row per job template. Tells you which kinds of roles bring in the most revenue.

Tables: Status per location & Earnings by location

Status per location and Earnings by location — paired tables, one row per location

One row per location (city / region). Useful for understanding geographic concentration.

Tables: Status per tag & Earnings by tag

Status per tag and Earnings by tag — paired tables, one row per job tag

One row per tag attached to jobs (e.g. “Tech”, “Industrial”, “Hourly”). Lets you pivot on whatever categorization your team uses.