| Available for | User roles | Super Admin, Admin |
| Packages | All packages |
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
- 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 in the upper-left of the Sources dashboard.
KPI tiles on the Sources dashboard
| Total sourced opportunities | The count of opportunities created within the date range with an origin of 'Sourced.' Setting the Origin filter to anything other than 'Sourced' will result in a count of zero on this chart. |
| Sourced hires | The count of opportunities archived as 'Hired' within the date range with an origin of 'Sourced.' Setting the Origin filter to anything other than 'Sourced' will result in a count of zero on this chart. |
Tables
These tables can be found in the upper-right of the Sources dashboard.
Top sources - hires and Top sources - opportunities tables on the Sources dashboard
| Top sources - hires | Sources arranged in order of largest number of associated opportunities created within the date range with an origin of 'Sourced' that have been archived as 'Hired.' Setting the Origin filter to anything other than 'Sourced' will result in a return of "No results" on this chart. |
| Top sources - opportunities | Sources arranged in order of largest number of associated opportunities created within the date range with an origin of 'Sourced.' Setting the Origin filter to anything other than 'Sourced' will result in a return of "No results" on this chart. |
Sourced opportunities over time
This chart shows you the distribution of sourced opportunities over the course of a given time period, allowing you to assess the the ROI of expenditure on job marketing spend.
| Chart type | Stacked column chart |
| Data set | Opportunities created within the date range with an origin of 'Sourced' Setting the Origin filter to anything other than 'Sourced' will result in a return of "No results." |
| Primary grouping | Date interval (week or month as per Date interval filter) |
| Secondary grouping | Source Grouping based on the first-ranked source listed on an opportunity. |
| Unit of measure | Count |
| Revealed on hover | Date interval, source, and opportunity count |
Origin of opportunities and hires
This chart allows you to gauge the volume of sourced candidates entering your pipeline and the ROI of expenditure on job marketing spend, relative to other points of origin (such as referred candidates or direct applicants).
| Chart type | Stacked column chart |
| Primary data set | Opportunities created within the date range |
| Secondary data set | Opportunities created within the date range and archived as 'Hired' |
| Grouped by | Origin |
| Unit of measure | Count |
| Revealed on hover | Origin and opportunity count |
Offer acceptance rate by origin
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.
| Chart type | Scatterplot |
| Data set | Offers extended and signed/declined within the date range |
| Primary grouping | Parameter in Origin efficiency grouped by filter Can show results for up to 50 primary groupings based on offer volume. Groupings outside of the top 50 can be revealed by applying additional filters. |
| Secondary grouping | Origin |
| Unit of measure | Percentage |
| Revealed on hover | Primary group, origin, and offer acceptance rate |
Origin quality
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.
| 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 accepted, 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. |