| Available for |
Roles |
Super Admin, Admin, Team Member, Limited Team Member |
| Permissions |
• View Visual Insights reports |
| Packages |
Lever Basic, LeverTRM, LeverTRM for Enterprise
Advanced Analytics add-on required for some dashboard pages
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Lever Talent Intelligence will be decommissioned in December 2024. The LTI product will continue to remain available and accessible until the decommission date. If you’re unfamiliar with Visual Insights, Lever's in-app reporting experience, please check out our Visual Insights course on Employ HireEd. |
This article is designed to help those who are most familiar with the Lever Talent Intelligence (LTI) reporting interface transition to the in-app Visual Insights view. Lever's updated Visual Insights interface is now more fully featured than Lever Talent Intelligence making it faster and easier to discover actionable measurements in your recruitment data. For a full breakdown of these advantages and additions, refer to our Visual Insights help article collection.
User Access in Visual Insights
User access to Visual Insights is far greater than the LTI interface, as outlined in our User Access help article. This means your entire hiring team can interact with the data that's relevant to them. In Visual Insights:
- Super Admins can view all dashboards
- Admins can view all dashboards except for Offers, Diversity, and EEO
- Team Members can only view the Recruiter Operations and Hiring Manager dashboards
- Limited Team Members can only view the Hiring Manager dashboard
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If you are interested in building custom charts and dashboards through Data Explorer, then you will need Super Admin access or the 'access Visual Insights report builder (Data Explorer)' permission enabled. Access to Data Explorer requires the LeverTRM for Enterprise package and/or Advanced Analytics add-on. |
Location Comparison
Below is a breakdown of where key information from the LTI reporting interface can be found in the new Visual Insights interface. Several key metrics such as total hires, time in stage, time to hire, or time to fill may appear on more than one Visual Insights dashboard.
Metric Comparison
Below you will find a list of metrics commonly searched for in the LTI reporting interface and where you can find that same metric in the updated Visual Insights interface.
How many requisitions did we close in the time period and how quickly are we closing them?
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You can customize how time to fill and time to hire are calculated in your Lever environment. To learn more on configuring requisition time to fill settings, refer to our help article on the Time to Fill Wizard. |
LTI reporting
- Requisitions & Headcount dashboard
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Visual Insights
- Navigate to the Requisitions dashboard
- Refer to the 'requisitions by status' chart for the total number of closed requisitions
- Refer to the 'average time to fill over time' chart for how quickly requisitions are being closed
- To view a trend line for time to fill:
- Navigate to the 'Advanced' page on the Requisitions dashboard
- Refer to the 'time to fill dynamic chart'
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Do we have a healthy balance of leads to applicants?
LTI reporting
- Pipeline Candidate Volume dashboard
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Visual Insights
- Navigate to the Sources dashboard
- Refer to the 'opportunity source created by origin' chart
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Which sources convert to the most interviews, offers, or hires?
LTI reporting
- Pipeline Candidate Volume dashboard
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Visual Insights
- Navigate to the Sources dashboard
- Refer to the 'top 5 sources' table for each origin
- The 'source' dashboard filter can also be applied to certain dashboards to filter data by a particular source or sources.
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Are we seeing candidates moving backwards through the funnel and/or skipping stages? Are certain departments, teams, or recruiters the culprit?
LTI reporting
- Pipeline Candidate Volume dashboard
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Visual Insights
- Navigate to the Pipeline dashboard
- Refer to the 'stage conversions' chart or the 'how do my opportunities move through the pipeline' table
- Refer to the 'moved back' and 'advanced movements' values
- Click into stages to see where candidates are regressing to, or which stages are being skipped
- Filter by department, team, or opportunity owner to see where this is occurring
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How long is it taking to schedule candidates per interview?
LTI reporting
- Interview Pipeline - Process Time dashboard
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Visual Insights
- Navigate to the Interviews dashboard
- Refer to the 'interviewing average time to schedule' KPI tile
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Are there any departments, teams, or recruiters that have a higher or lower offer acceptance rate?
LTI reporting
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Visual Insights
- Navigate to the Offers dashboard
- Refer to the 'offer acceptance over time' chart
- Use the 'offer status grouped by' filter to pivot data by department, team, or opportunity owner.
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Is there a lack of diversity in my hires because of lack of diversity at the top of the funnel, or a bias in the interview process?
LTI reporting
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Visual Insights
- With the EEO survey enabled, navigate to the EEO dashboard
- Filter by 'EEO question'
- Refer to the 'current pipeline summary' chart
- With the Diversity survey enabled, navigate to the Diversity dashboard
- Filter by survey 'question'
- Refer to the 'current pipeline summary' chart
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