| Available for | User roles | Super Admins and Admins |
| Packages | All Lever packages |
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The updated Visual Insights interface will be part of our Winter 2021 release, scheduled for progressive rollout starting mid-January 2022. For information on the Winter 2021 release, keep an eye on our 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:
Before proceeding, we recommend reading our Visual Insights: Glossary in order to familiarize yourself with the key terms and concepts used in Visual Insights.
Accessing the Pipeline dashboard
To access the Pipeline dashboard:
- Navigate to Reports and click the Preview Visual Insights button.
- Click the bar graph in the left-side navigation.
- Select Pipeline from the dashboard list.
Metrics
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.
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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. |
Single value charts
These metrics can be found in the tiles arranged at the top of the Pipeline dashboard.
Single value charts 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. | ||||||
| Opportunities per hire |
The average number of opportunities required to make a single hire, calculated as:
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| Avg. time in pipeline |
The average number of days opportunities spend in the pipeline, calculated as:
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| Archived | The count of opportunities archived within the date range, excluding those archived as 'Hired.' |
Pipeline snapshot
This chart shows the distribution of active opportunities across each stage of your pipeline.
| Chart type | Column chart |
| Data set | Active (non-archived) opportunities within the date range |
| Grouped by | Stage |
| Unit of measure | Count |
| Revealed on hover | Date interval and opportunity count |
Average time to hire
This chart shows the average number of days a candidate spends in each stage of your pipeline before being hired.
| Chart type | Stacked 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 |
Average time in stage
This chart shows the average number of days candidates spend in each stage, regardless of whether they were hired or archived for a different reason.
| Chart type | Column chart |
| Data set | Active (non-archived) opportunities within the date range |
| Primary grouping | Stage |
| Secondary grouping | Average, maximum, and minimum number of days |
| Unit of measure | Number of days |
| Revealed on hover | Stage and average/maximum/minimum number of days |
Conversions
This chart provides a visualization of all pipeline movements that occur for within the date range, including advances, regressions, hires, and archives.
| Chart type | Stacked bar chart |
| Data set | Pipeline movements that occurred within the date range1 |
| Primary grouping | Stage |
| Secondary grouping | Advanced, regressed, hire, and archive movements |
| Unit of measure | Count |
| Revealed on hover | Stage and number of advanced/regressed/hired/archived movements |
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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. |