Sourcing overview
Profiles by month
Monthly profile volume across all recorded activity
Profiles by sourcer
Distribution of profile volume
Recent activity
Latest sourcing records
| Date | Job ID | Job | Profiles | Shared with | Project / notes |
|---|
All sourcing records
Search and filter your activity database.
| Date | Job ID | Job | Profiles | Shared with | Project / notes | Actions |
|---|
Import records
Import an Excel or CSV sheet with columns matching the source workbook.
Job performance
Profile volume and sourcing activity grouped by job ID.
| Job ID | Job title | Records | Profiles found | Avg profiles / record | Last activity |
|---|
Sourcer performance
Workload and profile volume by recipient/sourcer.
| Sourcer | Records | Profiles found | Unique job IDs | Avg profiles / record | Last activity |
|---|
Monthly trends
Records and profiles by calendar month.
| Month | Records | Profiles found | Unique job IDs | Avg profiles / record |
|---|
New activity record
Fields marked required must be completed.
Changes are stored on the application server, not just in this browser. Export a periodic Excel/CSV backup and store it securely.
Create a user account
Only Admin can create accounts. Users can view dashboards and export CSV, but cannot change sourcing data.
Authorized accounts
Reset a user's password, disable access, or remove the account.
| Username | Role | Status | Created | Actions |
|---|
Change admin password
Recommended after first sign-in.