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What Headwind is
A weekly revenue check for permanent-placement recruitment agencies: which expected placement fees still hold, which need a client to confirm, and what that does to closing cash.
The problem
An agency's cash forecast counts fees from candidates who haven't started yet. Clients pause hiring, candidates take other offers, and roles go quiet. The forecast is often wrong before anyone notices.
What it does
- Reads your imported clients, open roles, candidate stages, fees and cash figures.
- Checks each client company and role listing on Crustdata, saving every result with its source and date.
- Decides each role with fixed rules: offer accepted, client confirmed pause, placed elsewhere, or needs confirming.
- Writes one neutral question for each role it can't settle, with an owner and a due date.
- Keeps three forecast scenarios for the same period and checks two of them in cfo.ai.
What it doesn't do
It doesn't treat a missing job listing or a company-wide hiring drop as proof that a role stopped. It doesn't contact clients for you. It doesn't touch cfo.ai Main.
Where to go next
Read How it works, then Import your data. If you just want to see it, try the sample review.