Available for | Access roles | Super Admins; Admins with some exceptions (see below). |
Packages | All packages. Add-ons required for select dashboards. |
In early 2022, Lever released an update to its Visual Insights analytics interface. The updated interface is accessed via the Preview Visual Insights button at the top of the left-side navigation menu in the Reports section of your LeverTRM environment.
This article is designed to help those that are most familiar with the current default reporting interface transition to the updated Visual Insights view. Note that every data point retrievable in the current default reporting interface is retrievable in the updated Visual Insights view. Readers of this article will be able to compare the default reporting interface and the Visual Insights interface by location as well as by metric.
The updated Visual Insights interface offers usability advantages that make it easier to discover actionable measurements in your recruitment data. Visual Insights also contains new dashboards and the ability to report on metrics not available in the current default reporting interface. For a full breakdown of these advantages and additions, refer to our Visual Insights help article collection.
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User access to Visual Insights is identical to the current default interface, as outlined in our User Access help article. Super Admins can view all dashboards. Admins can view all dashboards with the exception of Offers, Diversity, EEO, and Recruiter Operations. Team Members can only view the Recruiter Operations dashboard. |
Location Comparison
Below is a breakdown of where the information from the current default reporting interface can be found in the new Visual Insights interface.
Default reporting interface | Visual Insights |
Job postings | Postings dashboard |
Lever Nurture | Nurture dashboard1 |
Candidate stats | Sources dashboard |
Conversion rates | Pipeline dashboard > 'Conversions' chart |
Pipeline speed | Pipeline dashboard > 'Average time to hire' and 'Average time in stage' charts |
Offers | Offers dashboard > 'All offers' chart |
Interviews | Interviews dashboard |
Interview calibration | Interviews dashboard > 'Average feedback scores by interviewer' chart |
Compliance | Compliance dashboard |
Bookmarks2 | Bookmarks are listed in the side panel of each dashboard. |
Exports | Full data exports can be run from the Exports section. In addition, data from charts can be directly downloaded from each dashboard. |
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Metric Comparison
You may be familiar with using reports to find specific insights in your team's recruitment data. Below you will find a list of metrics commonly searched for in the current default interface and where you can find that same metric in the updated Visual Insights interface.
How many active candidates are in the pipeline?
Default reporting interface
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Visual Insights
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How many candidates have been hired for a specific posting over a given period of time?
Default reporting interface
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Visual Insights
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Which sources yield the largest number of hired candidates?
Default reporting interface
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Visual Insights
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Are we moving enough candidates through the recruitment pipeline over time?
Default reporting interface
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Visual Insights
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How long are candidates spending in the pipeline? Are there bottlenecks in the recruitment funnel?
Default reporting interface
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Visual Insights
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Do certain teams move candidates through the pipeline faster than others?
Default reporting interface
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Visual Insights
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How long does it typically take to hire a candidate once they have entered the pipeline?
Default reporting interface
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Visual Insights
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What percentage of candidates receive positive or negative feedback?
Default reporting interface
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Visual Insights
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Do certain teams or recruiters take longer to submit feedback following an interview?
Default reporting interface
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Visual Insights
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