Visual Insights: Recruiter Operations dashboard

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Available for User roles Super Admin, Admin, Team Member
Super Admin and Admin for 'Team view' pages
Packages All packages
Advanced Analytics add-on required for some pages

The Recruiter Operations dashboard provides you with insight into the volume and velocity of opportunities in your pipeline. The Recruiter Operations dashboard is useful for identifying bottlenecks attributed to posting performance or overdue candidate outreach. Readers of this article will learn about:

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

Accessing the Recruiter Operations dashboard

To access the Recruiter Operations dashboard:

  • Navigate to Visual Insights via the platform header

Close up of platform header with Visual Insights tab selected.

  • Upon entry to Visual Insights, you will be defaulted directly to the Recruiter Operations dashboard

 

Visual Insights will become the default in-app analytics interface as part of the Summer 2022 Product Release, scheduled for progressive rollout starting in August 2022. Until your Lever account receives the update, the tab in the platform header will be labelled 'Reports' and you will only be able to access Visual Insights by clicking the Try Visual Insights button at the top of the left-side navigation column. For more information on the Summer 2022 release, keep an eye on our Product Release Notes.

Navigating the Recruiter Operations dashboard

The Recruiter Operations dashboard is segmented into pages, each containing charts that will give you insight into a different dimension of your operations data. Move through the pages by selecting the tabs running along the top of the dashboard.

Page tabs on the Recruiter Operations dashboard

 

The Current Operations - Team View, Interviews, Feedback, Performance, and Performance - Team View pages require LeverTRM packages with the Advanced Analytics add-on.

Pages on the Recruiter Operations dashboard

Metrics on the Recruiter Operations dashboard are visualized in various types of charts which are organized into different pages. Below, you will find a description of each page as well as the charts they contain and how the metrics on each chart are calculated. Note that each metric listed is sensitive to the values in the filters at the top of the dashboard. 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 colors used on all Visual Insights charts are ADA compliant for red, green, and blue color blindness as well as monochromacy.

Current Operations

 

Charts on the Current Operations page only reflect data from opportunities for which the user is the Opportunity Owner.

The Current Operations page contains charts that show the overall activity in your active pipeline, with a focus on optimizing the speed at which your opportunities move through the recruitment funnel.

Single value charts

These metrics can be found in the tiles arranged along the top of the Current Operations page.

Single value charts on the Current Operations page

New opportunities The count of all opportunities in the 'Lead' and 'Applicant' sections of the pipeline for which you are the Opportunity Owner.
Offers waiting for reply The count of sent offers that have yet to be signed or declined, associated with opportunities for which you are the Opportunity Owner.
Last data sync time The date and time at which data was last synced from the LeverTRM application.

 

Published posting days open

This table gives you a high-level view of all published postings associated with opportunities for which you are the Opportunity Owner, including the number of days since they were last updated. Active postings are those that have been published externally and/or internally, excluding those that are unlisted or confidential. 

Published posting days open table

Opportunities in stage

This chart allows you to assess and prioritize your workload by showing you the volume of opportunities you have distributed across each stage of the pipeline.

Opportunities in stage chart

Chart type Column chart
Data set All active (non-archived) opportunities for which you are the Opportunity Owner
Grouped by Stage
Unit of measure Count
Revealed on hover Stage and opportunity count

 

Average time in stage for current opportunities

This chart allows you to assess the speed at which you are advancing your candidates by showing you the average number of days active opportunities have spent in each stage of the pipeline.

Average time in stage for current opportunities chart

Chart type Stacked bar chart
Primary data set All active (non-archived) opportunities for which you are the Opportunity Owner
Secondary data set Sum of days your active opportunities have spent in each stage
Grouped by Stage
Unit of measure Number of days
Revealed on hover Stage and average number of days

 

Opportunities in stage by posting

This chart adds context to the insights from the Opportunities in stage chart by showing your distribution of active opportunities associated with published postings.

Opportunities in stage by posting chart

Chart type Stacked bar chart
Primary data set All active (non-archived) opportunities for which you are the Opportunity Owner
Secondary data set Sum of days your active opportunities have spent in each stage
Primary grouping Active postings
Secondary grouping Stage
Unit of measure Count
Revealed on hover Posting and opportunity count

 

Average time in stage by posting

This chart allows you to prioritize the insights from the Opportunities in stage by posting chart, by showing you the average number of days your active opportunities (broken down by posting) have spent in each stage of the pipeline.

Average time in stage by posting chart

Chart type Stacked bar chart
Data set All active (non-archived) opportunities for which you are the Opportunity Owner
Primary grouping Active postings
Secondary grouping Stage
Unit of measure Number of days
Revealed on hover Posting and average number of days

 

All opportunities in pipeline

This table can be found at the bottom of the Current operations page, showing details of all active (non-archived) opportunities for which you are the Opportunity Owner, consisting of:

  • Contact name
  • Stage name
  • Posting
  • Posting hiring manager
  • Location
  • Days since last interaction
  • Department
  • Team
  • Origin
  • Source
  • Date and time of creation
  • Date and time of last pipeline movement
  • Date and time of last interaction
  • Date of last email sent
  • Number of interviews

Current Operations - Team View

 

The Current Operations - Team View page is only available with LeverTRM packages that include Advanced Analytics.

The Current Operations - Team View page contains charts that show the overall activity in your team's active pipeline, with a focus on optimizing the speed at which they move opportunities through the recruitment funnel.

Single value charts

These metrics can be found in the tiles arranged along the top of the Current Operations - Team View page.

Single value charts on the Current Operations - Team View page

New opportunities The count of all opportunities in the 'Lead' and 'Applicant' sections of the pipeline.
Offers waiting for reply The count of sent offers that have yet to be signed or declined.
Last data sync time The date and time at which data was last synced from the LeverTRM application.

 

Published posting days open

This table gives you a high-level view of all published postings, including the number of days since they were last updated. Active postings are those that have been published externally and/or internally, excluding those that are unlisted or confidential. 

Published posting days open table

Opportunities in stage

This chart allows you to assess your team's workload by showing you the volume of opportunities they have distributed across each stage of the pipeline.

Opportunities in stage chart

Chart type Column chart
Data set All active (non-archived) opportunities
Grouped by Stage
Unit of measure Count
Revealed on hover Stage and opportunity count

 

Average time in stage for current opportunities

This chart allows you to assess the speed at which your team is advancing candidates by showing you the average number of days active opportunities have spent in each stage of the pipeline.

Average time in stage for current opportunities chart

Chart type Stacked bar chart
Primary data set All active (non-archived) opportunities
Secondary data set Sum of days active opportunities have spent in each stage
Grouped by Stage
Unit of measure Number of days
Revealed on hover Stage and average number of days

 

Opportunities in stage by posting

This chart adds context to the insights from the Opportunities in stage chart by showing you the distribution of active opportunities associated with published postings.

Opportunities in stage by posting chart

Chart type Stacked bar chart
Primary data set All active (non-archived) opportunities
Secondary data set Sum of days your active opportunities have spent in each stage
Primary grouping Active postings
Secondary grouping Stage
Unit of measure Count
Revealed on hover Posting and opportunity count

 

Average time in stage by posting

This chart allows you to prioritize the insights from the Opportunities in stage by posting chart, by showing you the average number of days active opportunities (broken down by posting) have spent in each stage of the pipeline.

Average time in stage by posting chart

Chart type Stacked bar chart
Data set All active (non-archived) opportunities
Primary grouping Active postings
Secondary grouping Stage
Unit of measure Number of days
Revealed on hover Posting and average number of days

 

All opportunities in pipeline

This table can be found at the bottom of the Current Operations - Team View page, showing details of all active (non-archived) opportunities, consisting of:

  • Contact name
  • Stage name
  • Posting
  • Posting hiring manager
  • Location
  • Days since last interaction
  • Department
  • Team
  • Origin
  • Source
  • Date and time of creation
  • Date and time of last pipeline movement
  • Date and time of last interaction
  • Date of last email sent
  • Number of interviews

Interviews

 

The Interviews page is only available with LeverTRM packages that include Advanced Analytics.

The table on the Interviews page gives you a comprehensive view of interview activity by providing details on all interviews scheduled within the date range for postings that you follow. In the absence of an end date in the date range filter, the end date will default to 16 days from the current date.

Interviews for my followed postings table

Your role for the interview is listed in the rightmost column of the table. Use the 'Y/N' filters above the table to filter for interviews based on your role.

Feedback

 

The Feedback page is only available with LeverTRM packages that include Advanced Analytics.

The table on the Feedback page gives you granular insight into interview feedback by providing details on all interviews completed within the date range for postings that you follow, including the status of required feedback (complete or incomplete) and the average feedback score for each interview.

Feedback for my followed postings table

Your role for the interview is listed in the rightmost column of the table. Use the 'Y/N' filters above the table to filter for interviews based on your role.

Performance

 

Charts on the Performance page only reflect data from opportunities for which the user is the Opportunity Owner and is only available with LeverTRM packages that include Advanced Analytics.

The Performance page contains charts that allow you to measure your historical efficiency at moving candidates through the pipeline.

Single value charts

These metrics can be found in the tiles arranged along the top of the Performance page.

Single value charts on the Performance page

Interviews completed The count of interviews performed within the date range, associated with opportunities for which you are the Opportunity Owner. Interviews scheduled to be performed during the date range are included in this chart as a denominator in order to derive the percentage of completed interviews.

 

Average time to complete feedback

This chart allows you to measure the speed at which you complete interview feedback over time.

Average time to complete feedback chart

Chart type Column chart
Primary data set Interviews you performed and completed feedback for within date range
Secondary data set Sum of hours between end of your interviews and associated feedback completion 
Grouped by Date interval (week or month as per Date interval filter)
Unit of measure Number of hours
Revealed on hover Date interval and average number of hours

 

Offers by status

This chart shows you the volume and status of your offers within in a given period of time.

Offers by status chart

Chart type Bar chart
Data set Offers associated with opportunities for which you are the Opportunity Owner, as of end of date range
Grouped by Status (Started, Approved, Sent, Declined, or Signed)1
Unit of measure Count
Revealed on hover Status and offer count
 
  • (1) The count of offers with a status of 'Declined' or 'Signed' only reflects offers that were moved into that status within the date range.

Average time in stage for archived opportunities

This chart provides a historical breakdown of candidate movement by showing you the average number of days your archived opportunities have spent in each stage of the pipeline prior to being archived.

Average time in stage for archived opportunities chart

Chart type Stacked bar chart
Primary data set Opportunities for which you are the Opportunity Owner that have been archived within the date range
Secondary data set Sum of days your archived opportunities have spent in each stage
Grouped by Stage
Unit of measure Number of days
Revealed on hover Stage and average number of days

 

Average time in stage by closed posting

This chart adds context to the insights from the Average time in stage for archived opportunities chart by showing the distribution of your archived opportunities across closed postings, broken down by time spent in stage.

Average time in stage by closed posting chart

Chart type Stacked bar chart
Primary data set Opportunities for which you are the Opportunity Owner that have been archived within the date range
Secondary data set Sum of days your archived opportunities have spent in each stage
Primary grouping Postings closed within the date range
Secondary grouping Stage
Unit of measure Number of days
Revealed on hover Posting and average number of days

 

Performance - Team View

 

The Performance - Team View page is only available with LeverTRM packages that include Advanced Analytics.

The Performance - Team View page contains charts that allow you to measure your team's historical efficiency at moving candidates through the pipeline.

Single value charts

These metrics can be found in the tiles arranged along the top of the Performance - Team View page.

Single value charts on the Performance - team view page

Interviews completed The count of interviews performed within the date range. Interviews scheduled to be performed during the date range are included in this chart as a denominator in order to derive the percentage of completed interviews.

 

Average time to complete feedback

This chart allows you to measure the speed at which your team completes interview feedback over time.

Average time to complete feedback chart

Chart type Column chart
Primary data set Interviews performed within the date range and had feedback submitted within date range
Secondary data set Sum of hours between end of interviews and associated feedback completion 
Grouped by Date interval (week or month as per Date interval filter)
Unit of measure Number of hours
Revealed on hover Date interval and average number of hours

 

Offers by status

This chart shows you the volume and status of offers within in a given period of time.

Offers by status chart

Chart type Bar chart
Data set Offers as of the end of date range
Grouped by Status (Started, Approved, Sent, Declined, or Signed)1
Unit of measure Count
Revealed on hover Status and offer count
 
  • (1) The count of offers with a status of 'Declined' or 'Signed' only reflects offers that were moved into that status within the date range.

Average time in stage for archived opportunities

This chart provides a historical breakdown of candidate movement by showing you the average number of days archived opportunities have spent in each stage of the pipeline prior to being archived.

Average time in stage for archived opportunities chart

Chart type Stacked bar chart
Primary data set Opportunities archived within the date range
Secondary data set Sum of days archived opportunities have spent in each stage
Grouped by Stage
Unit of measure Number of days
Revealed on hover Stage and average number of days

 

Average time in stage by closed posting

This chart adds context to the insights from the 'Average time in stage for archived opportunities' chart by showing the distribution of archived opportunities across closed postings, broken down by time spent in stage.

Average time in stage by closed posting chart

Chart type Stacked bar chart
Primary data set Opportunities archived within the date range
Secondary data set Sum of days archived opportunities have spent in each stage
Primary grouping Postings closed within the date range
Secondary grouping Stage
Unit of measure Number of days
Revealed on hover Posting and average number of days

 

 

Click the colored dots along the bottom of multi-value charts to add or remove individual 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.
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