Creating current pipeline reports using Data Explorer

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Available for User roles Super Admin
Packages LeverTRM for Enterprise and/or Advanced Analytics add-on

 

This article depicts and references changes to Visual Insights that are included in our Winter 2023 Product Release, including an update to the navigation menu and the addition of an 'Advanced' page to the Pipeline dashboard. The Winter 2023 Product Release is scheduled for progressive rollout starting in mid-February 2023. For more information on the Winter 2023 release, keep an eye on our Product Release Notes.

Lever's Data Explorer allows you to build custom charts so you can visualize data beyond what is captured on your main Visual Insights dashboards. This article walks through how to create two commonly used current pipeline reports: candidates by posting and candidates by source.

If you have not yet done so, we recommend reading our help articles on building charts and dashboards using Data Explorer (linked below) before proceeding:

Creating a custom 'Current candidates by posting' chart

To create a chart that shows the distribution of candidates currently in your pipeline broken down by posting:

  • Navigate to Visual Insights via the platform header
  • Click the chevron (>) to expand the navigation menu and select Data ExplorerOpportunities
    • Depending on the size of your screen, you may need to scroll within the navigation menu or collapse the 'Dashboard' section of the menu to reveal the 'Data Explorer' listing.
  • Select the 'Current Pipeline' quick start option

Cursor over Current Pipeline quick start option on Data Explorer landing page

  • In the field picker search bar, type "posting title"
  • Click the 'Posting title' field to add it to the 'Data' section of the chart builder

Cursor over posting title field in field picker in Data Explorer chart builder

  • In the 'Data' section of the chart builder, click the gear icon (⛭) in the 'Common attributes Current stage' header and select the Pivot option

Cursor over pivot option in menu extending from Current stage column header in data section of chart builder

  • Click the Run button at the top of the chart builder

The resulting visualization should show you the distribution of candidates' opportunities currently in your pipeline, grouped by posting. To modify the visualization, click the Edit button in the header of the 'Visualization' section of the chart builder. For example in the image below, the column chart visualization has been modified so that series are stacked and the legend is aligned to the left.

Current candidates in pipeline by posting visualization in chart builder

To learn how to modify custom chart visualizations, refer to our help article on building custom charts in Data Explorer.

 

Although the visualization may appear compressed in the chart builder, it will be expanded to full view when the chart is saved to a dashboard or as a Look.

Creating a custom 'Current candidates by sources' chart

To create a chart that shows the distribution of candidates currently in your pipeline broken down by source:

  • Navigate to Visual Insights via the platform header
  • Click the chevron (>) to expand the navigation menu and select Data ExplorerOpportunities
    • Depending on the size of your screen, you may need to scroll within the navigation menu or collapse the 'Dashboard' section of the menu to reveal the 'Data Explorer' listing.
  • Select the 'Current Pipeline' quick start option

Cursor over Current Pipeline quick start option on Data Explorer landing page

  • In the field picker search bar, type "opportunity source"
  • Click the 'Opportunity source (1:n)' field to add it to the 'Data' section of the chart builder

Cursor over Opportunity source (1:n) field in field picker in Data Explorer chart builder

  • In the 'Data' section of the chart builder, click the gear icon (⛭) in the 'Common attributes Current stage' header and select the Pivot option

Cursor over pivot option in menu extending from Current stage column header in data section of chart builder

  • Click the Run button at the top of the chart builder

The resulting visualization should show you the distribution of candidates' opportunities currently in your pipeline, grouped by source. To modify the visualization, click the Edit button in the header of the 'Visualization' section of the chart builder. For example in the image below, the column chart visualization has been modified so that series are stacked, the legend is aligned to the left, and chart values are labelled.

Current candidates in pipeline by source visualization in chart builder

To learn how to modify custom chart visualizations, refer to our help article on building custom charts in Data Explorer.

 

Although the visualization may appear compressed in the chart builder, it will be expanded to full view when the chart is saved to a dashboard or as a Look.

 

Charts for created and hired opportunities broken down by source can be found on the 'Advanced' page of the Pipeline dashboard. To learn more, refer to our Pipeline dashboard help article.
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