||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.|
Talent leaders can use Visual Insights to quickly and comprehensively assess the status of their recruitment initiatives as well as set goals based on current performance trends. This article will walk through how to establish goals based on historical data as well as summarize the major insights that can be found on Visual Insights dashboards. Readers of this article will learn about:
- Forecasting based on historical data
- Monitoring rolling averages
- Key insights and where to find them
As you are reading, refer to our Visual Insights: Glossary for definitions of the terms and concepts used in this article.
Forecasting based on historical data
Most dashboards in Visual Insights allow you to apply date range filters to the data sets visualized on its charts. The operator and attribute fields in the date range filter can be configured to filter data to any time frame including weeks, months, quarters, and years.
Apply additional filters and refine data based on parameters such as specific teams, sources, and/or postings, in order to further narrow your insights. To learn more about filter configuration, check out our help article on dashboard filters.
Once you have applied filters, copy the values from the dashboard charts into a separate spreadsheet. To download the data from charts, click the ⠇button in the upper-right corner of the chart tile and select Download data.
Use the spreadsheet as record of the baselines for each metric on which you can then build your forecasts.
It is the start of a new quarter and you want to find the average number of days it took your recruitment team to fill the headcount for a requisition over the course of the previous quarter. You locate this number by applying the date range filter 'is in the previous quarter' to the Requisitions dashboard and referring to 'Avg. time to fill' chart. You repeat this process for the prior to two quarters (modifying the date range filter and reloading the dashboard each time) and determine that average time to fill has trended upward over the nine months. All other organizational factors being the same, you forecast that average time to fill will increase again this quarter.
||Filter data sets historically to align with changes in your organization's recruitment strategy such as the implementation of a new process, the addition of talent acquisition headcount, or the adoption of new tools into your tech stack. Use these insights to inform your forecasts if you are considering making similar changes in the future.|
Monitoring rolling averages
In the process of establishing baselines and making preliminary forecasts, you likely have ironed out which dashboards you will want to keep a close eye on, as well as the time frames and other parameters you want to define your reports. To monitor these metrics on an ongoing basis, apply a relative date range filter (e.g. 'is in the last [X] days') and use a bookmark to save that specific view of the dashboard.
Bookmarked dashboard views appear as cards in the bookmarks bar to the right of the dashboard. Bookmarks are designed to save you from having to re-apply filters for dashboards that you visit regularly.
Applying a relative date range filter will configure the dashboard to show chart values relative to the date that the dashboard is being viewed. To learn more, check out our help article on dashboard bookmarks.
Based on the baseline and forecast you established, you set a goal to reduce the average number of days it takes to fill the headcount for a requisition by 25% quarter over quarter. To monitor this metric, you apply the date range filter 'is in the last 90 days' to the Requisitions dashboard and save it as a bookmark. You check this bookmark weekly over the course of the quarter to monitor whether the rolling average time to fill is trending toward or away from your goal.
||Increase visibility into key metrics by sharing dashboards with other stakeholders in your organization. Refer to our help article on sharing dashboards to learn more.|
Key insights and where to find them
Each Visual Insights dashboard contains charts that allow you to answer questions critical to the health and efficacy of your talent management practices. Click the questions below to reveal where the corresponding metric can be found in Visual Insights:
- Dashboard: Requisitions
- Chart: Avg. time to fill
Make sure that all filled requisitions are closed and the date range captures both the creation date and the close date. To learn more, check out our Requisitions dashboard help article.
- Dashboard: Talent Acquisition Benchmarks
- Chart: Average days to hire
Make sure that all opportunities associated with hired candidates have been archived with the archive reason 'Hired.' To learn more, check out our Talent Acquisition Benchmarks dashboard help article.
- Dashboard: Offers
- Chart: Offer acceptance
The value on this chart reflects offers sent during the date range that were later accepted. Offers accepted outside of the date will still count toward this metric. To learn more, check out our Offers dashboard help article.
- Dashboard: Pipeline
- Chart: Average days in stage
Note that opportunities created outside of the date range count toward this metric. To learn more, check out our Pipeline dashboard help article.
- Dashboard: Overview
- Chart: Opportunities hired
To learn more, check out our Overview dashboard help article.
- Dashboard: Offers
- Chart: Offers sent, Offers by status
On the 'Offers by status' chart, offers that were declined or signed within the date range will be counted as such, even if they were sent or opened before the date range. To learn more, check out our Offers dashboard help article.
- Dashboard: Pipeline
- Chart: Pipeline snapshot
Candidates are counted as active if they are associated with an opportunity that has not been archived. To learn more, check out our Pipeline dashboard help article.
- Dashboard: Pipeline
- Chart: Conversions
Individual opportunities are counted based on the number of times they move stages within the date range. To learn more, check out our Pipeline dashboard help article.
- Dashboard: Interviews
- Chart: Average feedback scores by interviewer
In order for feedback to be counted, both the interview and the feedback must have been completed within the date range. To learn more, check out our Interviews dashboard help article.
- Dashboards: Diversity dashboard
- Chart: All opportunities vs hires
To learn more, check out our Diversity dashboard help article.