🎯 Talent Corps Executive Dashboard

Internal β€” toggle between sections Β· live data where wired

HubSpot live
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πŸ’Ό

Sales β€” Talent Corps Pipeline

Live from HubSpot. Pipeline, deals, and activity refreshed each load.

🀝 Meetings
scheduled Β· MTD
πŸ“ž Calls
logged Β· MTD
πŸ“ Notes
manual Β· MTD
βœ… Tasks
created Β· MTD
βœ‰οΈ Emails
sent Β· MTD
πŸ“ Deal touches
deals modified Β· MTD

πŸ‘₯ Sales Manager Activity grouped by manager Β· current period

Loading activity…

πŸ“Š Pipeline by Stage live Β· context only

πŸ“… Recent Closed-Won CRM data hygiene caveat applies

How activity is calculated

  • βœ“
    Activity-first focus β€” managers schedule meetings, log calls, send emails, leave notes. The matrix above shows each by manager Γ— time window.
  • Β·
    Tiles showing "scope" badge need scopes enabled on the HubSpot Private App. In the Auth tab β†’ Edit scopes β†’ search for appointments (= meetings), calls, notes, tasks. Tick the read scopes, save, then redeploy.
  • Β·
    Why deal $ values are demoted β€” most deals don't have amount populated and many close-dates are placeholder/future, so revenue rollups aren't reliable yet. Activity is.
  • β†’
    Need the closed-won detail or pipeline drill-down? Sales explorer β†’
πŸ‘₯

Recruiting β€” Application Pipeline

Live data from the latest TempWorks Beyond export Β· open the deep-dive for full lists.

Open recruiting deep-dive β†’
πŸ“¨ Total started
249
MTD applications
βœ… Completed
82
MTD Β· 32.9%
πŸ“€ Submitted
73
Pending review
⏳ In progress
35
Started, not done
⬜ Unstarted
59
Sent, not opened
πŸͺͺ I-9 needed
40
Sec 2 verification

πŸ† Recruiter Leaderboard MTD Β· top 5

RecruiterTotalDoneRate
Jose Vasquez322062.5%
Ana Miranda12758.3%
Carla Nevarez12758.3%
Jose Larin15746.7%
Halie Payne12541.7%

🚨 Action Items open queues

QueueCountPriority
πŸͺͺ I-9 Section 2 needed40High
⏳ Stalled (3+ days)4,130Medium
⬜ Unstarted 24h+8,294Medium
πŸ“€ Submitted, awaiting review11,331Normal

What this view pulls from TempWorks

  • βœ“
    Applications β€” workflow steps, status, recruiter, branch (current source: Recruiting Dashboard.xlsx)
  • βœ“
    Recruiter performance β€” MTD totals, completion rate, all-time volume
  • β†’
    Wires direct to TempWorks Beyond once API access is granted. Until then the deep-dive page reflects the latest export you've dropped in the project folder.
πŸ’°

Finance β€” Revenue & AR

Sample numbers shown Β· drop a P&L / AR aging export and we wire it live.

Open finance deep-dive β†’
πŸ’΅ Revenue
$5.32M
QTD Β· sample
πŸ“Š Gross margin
19.4%
QTD Β· sample
πŸ‘₯ Placements
347
QTD Β· sample
βš™οΈ Avg bill rate
$42.10
/hr blended Β· sample
πŸ“₯ AR outstanding
$3.12M
All open Β· sample
⏱ DSO
46d
Days sales out Β· sample

What this view will pull when wired

  • β†’
    P&L β€” revenue by branch, gross margin trend, expense categories
  • β†’
    AR aging β€” outstanding by bucket (0-30 / 31-60 / 61-90 / 90+)
  • β†’
    Payroll β€” cost per placement, bill rate vs pay rate trend
  • β†’
    Cash position β€” operating cash, runway, upcoming obligations
  • Β·
    Drop the right Excel export in this folder and the deep-dive page (with charts) refreshes from it.