Visual Insights: Pipeline dashboard

Follow
Available for User roles Super Admins and Admins
Packages All Lever packages

 

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.

Close up of arrow pointing to Preview Visual Insights button at the top of reports menu.

  • 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.

 

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:

  [Total # opportunities created within the date range]  
  [Total # opportunities archived as 'Hired' within the date range]  
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 the date range]  
  [Total # of opportunities active in the pipeline within the date range]  
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.

Pipeline snapshot chart

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.

Average time to hire chart

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.

Average time in stage column chart

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.

Conversions chart

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
 
  • (1) A single opportunity will be counted more than once if it was moved multiple times within the date range.

 

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.
Was this article helpful?
2 out of 2 found this helpful