Quarterly account review
Review the quarter from the account record: requirements, submissions, interviews, placements, renewals and the decisions still open, with an unconfirmed plan marked.
- Industry
- Staffing, Recruiting and HR Services
- Team
- HR and recruiting, Client services
- Use case
- CRM and sales
- Tags
- Client reporting
- Includes
- 1 app
Template preview
Included items
-
Dashboards
App · 3 embedded blocks: KPI row (kpi-row); Chart: Third-quarter hiring funnel (c-quarter-funnel); Chart: Client answer time, second and third quarter (c-answer-dumbbell) · Requires sign-in
Overview
What this template supports
A quarterly account review a staffing agency prepares for a client sponsor. It opens with the quarter's headline measures, then shows the hiring funnel, the client answer time compared with the previous quarter, what changed and a list of open decisions with owners and dates. A forward-view note marks any plan the client has not yet confirmed.
- Headline measures row for the quarter
- Quarter at a glance list
- Hiring funnel and answer time comparison
- What changed table with owners and state
- Open decisions task list
- Forward-view note for an unconfirmed plan
How to use this template
-
Pull the quarter from the account record
Count requirements, submissions, interviews, offers and placements for the quarter, and the median days to a client answer by role family.
-
Write what changed
List each area with what the record shows, its owner and its state, and name every renewal and clearance item that is still open.
-
Name the open decisions and the unconfirmed plan
Give each open decision an owner and a date, and mark next quarter's plan as waiting on the client until it is confirmed.
Frequently asked questions
What if the client has not confirmed next quarter's plan?
The review shows the plan as waiting on the client and gives no requirement count for the next quarter.
Does the review interpret the numbers?
It states what the record shows and names the owner of each open decision. The delivery director decides what is discussed commercially.
What does Quarterly account review help me do?
Review the quarter from the account record: requirements, submissions, interviews, placements, renewals and the decisions still open, with an unconfirmed plan marked.
Who reads and maintains this page?
Client head of platform engineering (sponsor) and the delivery director. The client head of platform engineering reviews it.
When is the page ready to share with the client?
Shared only after every figure matches the account record and each open decision has an owner and a date.
What do visitors see in the public link?
The public link opens the full page without sign-in. The live Dashboards blocks are a separate app that needs FuseBase sign-in, so a visitor without access does not see their live figures.