Visual Insights: Sources dashboard

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This article depicts and describes updates to the Sources dashboard included in the Fall 2023 Product Release, scheduled to rollout progressively in November 2023. For full details, refer to our Fall 2023 Product Release Notes.

The Sources dashboard is provides you with insight into how candidates are entering your talent pipeline and the quality of those channels based on candidate performance. The Sources dashboard is useful for establishing the ROI of your job market spending as well as identifying trends and changes in the top of your recruitment funnel. Readers of this article will learn about:

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

Accessing the Sources dashboard

To access the Sources 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
  • Click Dashboards and select Sources from the expanded menu

Metrics

Metrics on the Sources 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 Sources dashboard requires that you have an input in the Origin efficiency grouped by filter at all times. This filter only affects the Offer acceptance rate by origin chart on the dashboard.

 

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

KPI tiles

These metrics can be found in the tiles arranged at the top of the Sources dashboard.

Screenshot 2023-09-22 at 12.19.15 PM.png

KPI tiles on the Sources dashboard

Top 5 sources - Sourced, Applied, Agency and Top 10 referrers, most utilized sources and best sources for hires - on the Sources dashboard

Top 5 sources - Sourced Sources arranged in order of the greatest hire percentage associated opportunities created within the date range with an origin of 'Sourced'. Includes the count of opportunities created, hired, entered an interview stage, and hired percentage of opportunities that entered an interview stage for sources tied to the opportunity.
Top 5 sources - Applied Sources arranged in order of the greatest hire percentage associated opportunities created within the date range with an origin of 'Applied'. Includes the count of opportunities created, hired, entered an interview stage, and hired percentage of opportunities that entered an interview stage for sources tied to the opportunity.
Top 5 sources - Agency Sources arranged in order of the greatest hire percentage associated opportunities created within the date range with an origin of 'Agency'. Includes the count of opportunities created, hired, entered an interview stage, and hired percentage of opportunities that entered an interview stage for sources tied to the opportunity.
Top 10 referrers Referrers arranged in order of the greatest hire percentage associated opportunities created within the date range with an origin of 'Referred'. Includes the count of opportunities created, hired, entered an interview stage, and hired percentage of opportunities that entered an interview stage for sources tied to the opportunity.
Top 10 most utilized sources Sources arranged in order of the largest count of opportunities created within the date range. Includes the count of opportunities created, hired, entered an interview stage, and hired percentage of opportunities that entered an interview stage for sources tied to the opportunity.
Top 10 best sources - Hires Sources arranged in order of the greatest hire percentage associated opportunities created within the date range with an origin of 'Agency'. Includes the count of opportunities created, hired, entered an interview stage, and hired percentage of opportunities that entered an interview stage for sources tied to the opportunity.

Charts

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.

Screenshot 2023-09-22 at 12.48.33 PM.png

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.

Screenshot 2023-09-22 at 12.48.17 PM.png

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

 

Opportunities created by origin over time

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

Screenshot 2023-09-22 at 12.48.04 PM.png

Chart type Column chart
Data set Opportunities created within the date range
Grouped by Origin
Unit of measure Count
Revealed on hover Origin and opportunity count

 

Opportunities hired by origin over time

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

Screenshot 2023-09-22 at 12.47.55 PM.png

Chart type Column chart
Data set Opportunities hired within the date range
Grouped by Origin
Unit of measure Count
Revealed on hover Origin and opportunity count

 

Stage advancement by origin

This chart provides a visualization of the advanced movements that occurred within the date range by origin.

Screenshot 2023-09-22 at 12.47.41 PM.png

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

 

Average time in pipeline by source for hires

This chart shows the average number of days it takes to hire an opportunity, broken down by source. Use this chart to look for trends related to speed in the journey of hired candidates.

Screenshot 2023-09-22 at 12.47.28 PM.png

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

 

Sourced opportunities

This table shows the breakdown of opportunities that were sourced and whom they were sourced by. The table shows the number of opportunities created, active, archived and hired. 

Screenshot 2023-09-22 at 12.46.24 PM.png

Origin quality over time

This chart allows you to contextualize the data in the Offer acceptance by origin chart, by allowing you to compare offer acceptance rates across origins, relative to the total offers extended, over time.

Offer origin quality over time chart

Chart type Scatterplot
Data set Offers extended and signed/declined within the date range
Grouped by Origin
Unit of measure Count (Offers sent) and percentage (acceptance rate, displayed as decimal values where 1.0 = 100%)
Revealed on hover Offer acceptance rate, number of offers sent, number of offers that have an outcome, number of offers accepted, number of offers declined, number of pending offers, and origin

 

Origin acceptance rate by group

This chart is allows you to measure the quality of sourced opportunities, based on the ratio of offers accepted, relative to opportunities coming from other origins. 

Offer accpetance rate by group scatter plot

Chart type Scatterplot
Data set Offers extended and signed/declined within the date range
Primary grouping Parameter in Offer acceptance origin grouped by filter
Secondary grouping Origin
Unit of measure Percentage
Revealed on hover Offer acceptance rate, number of offers sent, number of offers that have an outcome, number of offers accepted, number of offers declined, number of pending offers, and origin

 

 

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.

Summary of sources

This table can be found at the bottom of the dashboard, showing details of a maximum of 500 opportunities created within the date range, consisting of:

  • Origin
  • Source
  • Milestone - (Lead, Applicant, Screen, Interview, Offer)
    • Active opportunities
    • Archived opportunities
    • Hired opportunities

By default, the origins in the table are ordered alphabetically by name. To sort the table by a different parameter, click the corresponding column header.

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