Visual Insights: Pipeline dashboard

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Available for User roles Super Admin, Admin
Packages All packages
Advanced Analytics add-on required for some pages

 

Updates to the Pipeline dashboard referenced in this article, including changes to the chart layout and the addition of the ‘Advanced’ page, are included in our Winter 2023 Product Release, 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.

The Pipeline dashboard provides you with a clear line of sight into the status of your organization's talent pipeline. The Pipeline dashboard is useful for gauging trends in metrics related to candidate movement and volume such as stage conversion rates and average time to hire. Readers of this article will learn about:

As you are reading, refer to our LeverTRM Glossary for definitions of the key terms and concepts used in this article.

Accessing the Pipeline dashboard

To access the Pipeline dashboard:

  • Navigate to Visual Insights via the platform header

Close up of platform header with Visual Insights tab selected.

  • Click the chevron (>) on the left side of the page to expand the dashboard list 
  • Select Pipeline from the dashboard list

Navigating the Pipeline dashboard

The Pipeline dashboard is segmented into pages, each containing charts that will give you insight into a different dimension of your pipeline data. Move through the pages by selecting the tabs running along the top of the dashboard.

Page tabs on the Pipeline dashboard

 

The Advanced Analytics add-on is required in order to access the Advanced page.

Pages on the Pipeline dashboard

Metrics on the Pipeline dashboard are visualized in different types of charts. Below, you will find a description of each chart and how its metrics are calculated. Note that each metric listed is sensitive to the values in the filters above the dashboard. Also keep in mind that data associated with confidential job postings is excluded from the charts. You can export the data from any chart by hovering over the top-right corner, clicking the ⠇ icon, and selecting Download data.

Filters can be be mixed and matched to hone in on specific data sets on any given dashboard. Once you have selected or input values to the filters, you must click the ⟳ button to apply the filters to the data on the dashboard. It may take a few seconds for the dashboard to refresh with your applied filters. For a more detailed description of how filters work in Visual Insights, refer to our help article on dashboard filters.

 

The colors used on all Visual Insights charts are ADA compliant for red, green, and blue color blindness as well as monochromacy.

Pipeline

The Pipeline page contains charts that provide you with insight the overall health of your pipeline in terms of candidate volume and pipeline speed.

KPI tiles

These metrics can be found in the tiles arranged at the top of the Pipeline page. 

KPI tiles on the Pipeline dashboard

Opportunities created The count of opportunities created within the date range.
Opportunities advanced The count of distinct opportunities that moved forward in the pipeline within the date range. Opportunities advanced multiple times within the date range are only counted once.
Avg. time in pipeline

The average number of days opportunities spend in the pipeline, calculated as:

  [Total # of days in pipeline spent by active opportunities within in the date range]  
  [Total # of opportunities active in the pipeline within the date range]  
Average time to hire

The average number of days it takes to hire an opportunity, calculated as:

  [Sum of time to hire for all opportunities hired within the date range]  
  [Total # of opportunities hired within the date range]  

 

Time to hire is determined by the start and end points configured in the Time to Hire Wizard in your Visual Insights Settings. By default, time to hire is measured using the date an opportunity was created as the start point and the date that opportunity was archived as 'Hired' as the end point. To learn about different ways to configure the time to hire calculation, refer to our help article on the Time to Hire Wizard.

Opportunities hired The count of opportunities archived as 'Hired' within the date range.
Opportunities archived The count of opportunities archived within the date range, excluding those archived as 'Hired.'

Opportunities created by origin

This chart shows the percent and count of opportunities created by origin. Use this chart to understand the distribution of candidates across inbound and outbound recruitment categories.

Opportunities created by origin chart

Chart type Bar chart
Data set Opportunities created within the date range
Grouped by Origin
Unit of measure Percentage
Revealed on hover Origin, percentage, and opportunity count

 

Opportunities hired by origin

This chart shows the percent and count of opportunities hired by origin. Use this chart to determine which inbound and outbound recruitment categories yield the largest number of hired candidates.

Opportunities hired by origin chart

Chart type Bar chart
Data set Opportunities hired within the date range
Grouped by Origin
Unit of measure Percentage
Revealed on hover Origin, percentage, and opportunity count

 

Average time to hire

This chart shows how the average number of days it takes for your team to hire a candidate has changed over time, overlaid on the number of candidates hired in the corresponding timeframe. Note that this chart is affected by how the time to hire calculation has been configured for your Lever environment. To learn more, refer to our help article on configuring time to hire.

Average time to hire chart

Chart type Column and line chart
Data set Opportunities hired within the date range
Grouped by Date interval (as per Date interval filter)
Units of measure Number of days and opportunity count
Revealed on hover Date interval and average number of days or count of opportunities hired

 

Stage conversions

This chart provides a visualization of all pipeline movements that occur for within the date range, including advances, regressions, hires, and archives. Use this chart to determine the steepest drop-off points in your talent funnels, and vet for any candidates moving backward in the pipeline.

Stage conversions chart

Chart type Stacked bar chart
Data set Pipeline movements that occurred within the date range
Note: A single opportunity will be counted more than once if it was moved multiple times within the date range.
Primary grouping Stage
Secondary grouping Advanced, regressed, hired, and archived movements
Unit of measure Count
Revealed on hover Stage and percentage of advanced/regressed/hired/archived movements

 

Average time in stages

This chart shows the average number of days opportunities spend in each stage of the pipeline. Use this chart to identify stages that are slowing down the candidate journey.

Average time in stages chart

Chart type Bar chart
Data set All (non-archived) opportunities created within or before the date range
Grouped by Pipeline stage
Unit of measure Number of days
Revealed on hover Stage, average, minimum, and maximum number of days, opportunity count

 

Average time in stages for hires

This chart shows the average number of days it takes to hire an opportunity, broken down by pipeline stage. Use this chart to look for trends related to speed in the journey of hired candidates. Note that this chart is affected by how the time to hire calculation has been configured for your Lever environment. To learn more, refer to our help article on configuring time to hire.

Average time in stages for hires chart

Chart type Bar chart
Data set Opportunities hired within the date range
Grouped by Stage
Unit of measure Number of days
Revealed on hover Stage and average number of days

 

'How do my opportunities move through the pipeline?' chart

This table shows the conversion rates for advanced, archived, hired, and regressed movements in the pipeline. Each row in the table corresponds to a stage. Each column pair shows the percentage of distinct opportunities that were advanced, archived, hired, or regressed from that stage as well as the number of movements making up that percentage. Click to drill down into the chart values in order to view details about the cohorts of candidates that underwent different types of movement throughout the pipeline.

How do my opportunities move through the pipeline chart

Pipeline opportunity volume

This chart shows the pipeline distribution of new, active, and historical opportunities during the date range, broken down by stage:

  • Opportunities count toward a stage's 'New opportunity' count if they if were created during the date range and entered that stage during the date range.
  • Opportunities count towards a stage's 'Active opportunity' count if they were created before or during the date range, entered that stage within the date range, and were not archived before the end of the date range.
  • Opportunities count towards a stage's 'Historical opportunity' count  if they were created before or during the date range, entered that stage within the date range, and were archived before the end of the date range.

Use this chart to assess how much of your overall pipeline volume is made up of recently created candidates.

Pipeline opportunity volume chart

Chart type Bar chart
Data set Opportunities that entered a stage during the date range (see above for precise definitions of new, active, and historical opportunity data sets)
Primary grouping Stage
Secondary grouping New, active, historical
Unit of measure Number of opportunities
Revealed on hover Stage, secondary group, opportunity count

 

Advanced

 

The Advanced Analytics add-on is required in order to access the Advanced page.

The Advanced page contains charts that show group-level breakdowns of candidate volume and pipeline speed, as well as more granular details about pipeline and archive movements.

Opportunities created by groups

This chart shows the percent and count of opportunities created within the date range, pivoted by a specified parameter (such as posting or department). Use this chart to get a breakdown of the volume of candidates entering your pipeline across different categories.

Opportunities created by groups chart

Chart type Bar chart
Data set Opportunities created within the date range
Grouped by Parameter in Opportunities grouped by filter
Stages, Posting, Posting Owner, Posting Location, Team, Department, Opportunity Owner, Origin, or Source
Unit of measure Percentage
Revealed on hover Group, percentage, opportunity count

 

Opportunities hired by groups

This chart shows the percent and count of opportunities hired within the date range, pivoted by a specified parameter (such as posting or department). Use this chart to get a breakdown of the volume of candidates hired across different categories.

Opportunities hired by groups chart

Chart type Bar chart
Data set Opportunities hired within the date range
Grouped by Parameter in Opportunities grouped by filter
Stages, Posting, Posting Owner, Posting Location, Team, Department, Opportunity Owner, Origin, or Source
Unit of measure Percentage
Revealed on hover Group, percentage, opportunity count

 

Average time to hire by groups

This chart shows the average number of days it takes to hire an opportunity, pivoted by a specified parameter (such as posting or department). Use this chart to identify variances in time to hire across your organization. Note that this chart is affected by how the time to hire calculation has been configured for your Lever environment. To learn more, refer to our help article on configuring the time to hire calculation.

Average time to hire by groups chart

Chart type Bar chart
Data set Opportunities hired within the date range
Grouped by Parameter in Opportunities grouped by filter
Stages, Posting, Posting Owner, Posting Location, Team, Department, Opportunity Owner, Origin, or Source
Unit of measure Number of days
Calculation The sum of the average time to hire for each group divided by the total number of hired opportunities in the group over time. The starting date is the creation date of the opportunity and the ending date is the date the opportunity was archived as hired, unless start and end dates have been otherwise configured in your Lever environment's time to hire wizard.
Revealed on hover Group, number of days, hired opportunity count

 

Archived opportunities breakout

This table shows the percent and count of archived opportunities by archive reason and stage. Opportunities are counted if archived within the date range. Use this table to understand where and why candidates are being archived throughout your pipeline.

Archived opportunities breakout table

Conversion of advanced movements

This table shows the conversion rates from and to stages for advanced movements in the pipeline. Pipeline movements are counted if they occurred within the date range. Use this table to identify which of your recruitment/interview processes may be in need of optimization, based on the forward conversion rates of the stages at which they occur.

Conversion of advanced movements table

Conversion of moved back movements

This table shows the conversion rates from and to stages for moved back movements in the pipeline. Pipeline movements are counted if they occurred within the date range. Use this table to locate points in your talent funnel where candidates are being regressed in their recruitment journey. Process that take place at stages with a high percentage of regressed movements may be in need of recalibration.

 

Click the colored dots along the bottom of multi-value charts to add or remove groups from the visualization. Hold the Alt key (or the Option key on a Mac) when clicking a dot to filter for that group only.
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