How do I use the Conversion Rates report?

Overview

Part 1: Summary totals and summary statement

Part 2: Essential Statistics 

Part 3: Customize everything using the filter


 Part 1: Summary totals and summary statement

 Lever’s new conversion report is extremely powerful. Within this new report, you have the ability to customize everything, see underlying candidate data, build reports in real-time, and download subsets or all of your data with one click.

Here are some example questions that you can now answer using the Conversion Rates report:

  • How many applicants did we have during the month of August?
  • How many candidates were sourced by our sourcing team during the week of September 22nd?
  • How many candidates who applied to the Front-End Engineer position made it to the “On-Site Interview” stage in our pipeline?
  • How do the conversion rates of referred candidates in our pipeline compare with the conversion rate of our candidates overall?
  • How did candidates sourced from LinkedIn compare with candidates sourced from AngelList in our pipeline?

At the top of the report, you’ll see your summary totals and summary statement. The summary statistics includes:

  • Hired: The number of applicants that you have hired within the specified time period.
  • Offers Extended: The number of offers that you made to applicants in your pipeline.
  • Total: The total number of candidates who had activity within the specified time period.

 

Summary statistics: Click into a number in Summary statistics to filter specifically for that category. For example, by clicking on the 181 sourced candidates, Lever will pull up statistics about the hired, total, and offer accept rate for just the sourced candidates.

 

Summary statement: The summary statement provides you with an overview of the statistics presented. Before jumping into the details of the numbers, you’ll probably want to take a look at this summary statement to learn about the statistics presented on a broader level.

The summary statement is totally customizable! Click on any of the gray-highlighted text to to look, for example, more specifically at the conversion rate from the “Recruiter Screen” stage to “On-Site Interview.”

To clear these filters and go back to your original data, click on the “Clear All” button in the top left hand corner.

 

You can filter by custom date ranges at anytime too!


Part 2: Essential Statistics 

The numbers embedded within the Conversion Report run much deeper than those provided in the summary statistics. These numbers provide insight into how candidates are moving through the pipeline.

These essential statistics show percentages and number of candidates who are moving through your pipeline.

  1. Conversion: Candidates who entered a stage and moved on to the next stage.
  2. Archived: Candidates who were taken out of active consideration from your pipeline.
  3. Moved back: Candidates who were moved backwards to a previous stage in the pipeline.

Hovering over a number will provide more detailed information:

And clicking on any of these numbers will take you right to the candidates represented by these statistics.

You can click on any of the fields in this list (Name, Companies, Status, etc.) to sort candidates by this field. Most notably, you can now sort candidates by scores! This will allow you to see exactly where to focus your energy when working to recruit candidates. Thus, at any moment in time when surfing through your reports, you can easily click on a number or percentage to get to the candidates behind the statistics presented. 


Part 3: Customize everything using the filter

You have the ability to customize everything in the conversion report: the new filter provides you with the ability to narrow down your reports by criteria including job posting, team, candidate owner, status, origin, source, and tag. And you can even enter multiple items in the filter field! 

When you’re ready to download the report that you’ve just created, click on "Export to CSV" in the upper right corner to download a spreadsheet of the report you've just configured (note that only Super Admins are allowed to export reports data). Note that this export includes considerations, while the report numbers show candidates -- so the number of rows in the export will be greater than the numbers of candidates.

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