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Running the Sales Activity Report

You can use the Sales Activity report to track sales activity for yourself, other users, and your team.

You can limit the records returned in this report by setting one or more of the filters in the table below. If you select multiple filters, Bullhorn returns records meeting the criteria of all selected filters. The filters marked with a red asterisk are required: you must enter data for those. Filter and column names may differ depending on your company's terminology.

 

Filter

Description

Reporting Period

Time period of the activity to include. If blank, defaults to last week

Start and End Date

Date range of the activity to include. If selected, the report pulls for these dates and ignores the Reporting Period drop-down.

Filter user activity by (Me check box)

Limits data to activity you own.

Salesperson

Limits data to activity for the selected users for which they are the job or activity owner. If selected, the report pulls for these individuals and ignores the Me check box.

Company

Limits activity to the selected companies.

Filter department activity by (My department check box)

Limits data to activity in your primary department.

Department

Limits data to activity for selected users for whom the selected department is the primary department. If selected, the report pulls for recruiters in these departments and ignores the My Department check box.

Graph

If selected - Hides the graphical version of the report when generated. If unchecked - Displays the graphical version of the report when generated.

Export Level

Level of detail you want to export: summary (low-level details are not included) or detail (low-level details are included). Note that this filter only applies when the report format is Unformatted Excel.

Report Format

Display format of the report: web page or Unformatted Excel.

 

After clicking Generate Report, the following columns appear.

Note: This report only displays 150 records. Activity totals display by department, then for individual sales people.

 

Column

Description

Department

Organizes activity by the departments in your organization.

Company Visits

Number of notes added to Contact records in the selected date range with a note type of Client Visit.

New Contacts

Number of new contacts the user owns that were added in the selected date range.

New Jobs

Number of new jobs the user owns that were added in the selected date range.

New Positions

Number of positions for new jobs the user owns that were added in the selected date range.

Client Submissions

Number of client submissions that were added in the selected date range. The job owner gets credit regardless of who made the client submission.

Interviews

Number of appointments where the:

  • Appointment type is Interview.
  • Job and candidate are referenced.
  • Contact is associated with a selected company.
  • Date falls in the selected date range.
  • Job is owned by the user.
Offers

Number of submissions where the status was Offer Extended within the selected date range.

Hires

Number of placements submitted against jobs the user owns that were added within the selected date range.

Starts

Number of placements where the:

  • Current or prior status is approved.
  • Start date falls in the selected date range.
  • Jobs is owned by the user.
New Jobs / Company Visits

Ratio of new jobs to client visits.

Interviews / Client Submissions

Ratio of interviews to client submissions.

Offers/Interviews

Ratio of offers to interviews.

Starts/Offers

Ratio of starts to offers.

Hit Rate

Ratio of starts to client submissions.

Fill Rate

Ratio of starts to new positions.