In early 2022, Lever will release an update to its Visual Insights analytics interface. The updated interface will be accessed via the Preview Visual Insights button at the top of the left-side navigation menu in the Reports section of your LeverTRM environment.
In the lead up to the release of the updated Visual Insights interface, some of the chart titles and descriptions on dashboards have been updated. This article provides a breakdown of the updates that have been made to chart titles and descriptions in preparation for the Visual Insights launch, as well as details on the logic used by filters that can affect the visualizations on each chart.
|
|
Dashboards and charts added to Visual Insights as part of the Winter 2021 Product Release and onward are not included in this table. To review dashboards and charts that have been added since the Winter 2021 Product Release, refer to our Product Release Notes. |
| Old | New | |||||
| Dashboard | Chart title | Description | Chart tile | Description | Date range effect | Other filter effects |
| Compliance | Compliance report | Displays all data requests opened within the date range. | Data requests | This table shows all requests to update, access, or remove data from Lever. | Requests are shown if opened within the date range. A request may be closed in the date range, but if it was not opened within the date range, it will not appear in the table below. | |
| Interviews |
Average time to complete feedback |
Average hours to complete feedback over time where the interview and feedback completion occurred within the date range. Date intervals can be changed to weeks or months. | Average time to complete feedback | This chart shows the average number of hours it takes to complete feedback. | Interviews and feedback forms are counted if they were both completed within the date range. | Date intervals can be changed to weeks or months. |
| Avg hours to feedback | Average amount of hours it took for interviewers to complete feedback where the interview and feedback completion occurred within the date range. | Avg time to feedback | The average number of hours it takes interviewers to complete feedback. | Interviews and feedback forms are counted if they were both completed within the date range. | ||
| Feedback submitted | Count of feedback forms requested and submitted within the date range. | Feedback submitted | The count of feedback forms requested and submitted. | Feedback forms are counted if both requested and submitted within the date range. | ||
| Interview panel volume | Count of interview panels conducted over time within the date range. Date intervals can be changed to weeks or months. | Interview panel volume | This chart shows the number of interview panels completed. | Interview panels are counted if they were completed within the date range. | Date intervals can be changed to weeks or months. | |
| Interviewer calibration | Comparison of overall feedback scores and number of feedback forms submitted, grouped by interviewer and where the interview and feedback completion occurred within the date range. | Average feedback scores by interviewer | This chart compares the number of feedback forms submitted to the average feedback score. Each data point represents a single interviewer. | Interviews and feedback forms are counted if they were both completed within the date range. | ||
| Interviews performed | Count of interviews scheduled and performed within the date range. | Interviews completed | The count of interviews scheduled and completed. | Interviews are counted if scheduled and completed within the date range. | ||
| Panels | Count of interview panels performed within the date range. | Panels | The count of interview panels completed. | Interview panels are counted if completed within the date range. | ||
| Positive scores | The percentage of feedback forms that gave an overall positive score where the interview and feedback completion occurred within the date range. | Positive scores | The percentage of feedback forms that have an overall positive score. | Interviews and feedback forms are counted if they were both completed within the date range. | ||
| Time to complete by interviewer | Comparison of the number of interviews and the hours to complete feedback, grouped by interviewer and where the interview and feedback completion occurred within the date range. | Time to complete feedback by interviewer | This chart compares the number of interviews to the number of hours to complete feedback. Each data point represents a single interviewer. | Interviews and feedback forms are counted if they were both completed within the date range. | ||
| Nurture | Campaign pivot | Nurture statistics that can be grouped by various attributes where opportunities had received or replied to a nurture email within the date range. The pivot can be controlled via the nurture events grouped by filter. | Campaign summary | This table shows summary statistics of nurture campaigns. | Opportunities are counted if they received or replied to a nurture email within the date range. | This table can be controlled by the 'Nurture events grouped by' filter. |
| Campaigns in this report | A list of all campaigns active within the date range. | All campaigns | This table shows all active campaigns. | Campaigns are counted if active within the date range. | ||
| Hired | Count of opportunities that were engaged with a nurture campaign and archived as hired within the date range. | Hired | The count of opportunities engaged with a nurture campaign and were archived as hired. | Opportunities are counted if they engaged with a nurture camapaign and were archived as hired within the date range. | ||
| Moved to interview | Count of opportunities that were engaged with a nurture campaign and advanced to an interview stage within the date range. | Moved to interview | The count of opportunities that engaged with a nurture campaign and were advanced to an interview stage. | Opportunities are counted if they engaged with a nurture camapaign and were advanced to an interview stage within the date range. | ||
| Nurture opportunities | Count of opportunities that either received a nurture email or replied to one within the date range. | Nurture opportunities | The count of opportunities that either received or replied to a nurture email. | Opportunities are counted if they received or replied to a nurture email within the date range. | ||
| Reply rate |
Percentage of nurture emails sent that also received a reply within the date range. |
Reply rate | The percentage of nurture emails that received a reply. | A nurture email is counted if it was sent and received a reply within the date range. | ||
| Sent emails | Count of nurture emails sent within the date range. | Sent emails | The count of nurture emails sent. | A nurture email is counted if it was sent within the date range. | ||
| Offers | All offers | A list of all offers created within the date range. | All offers | This table shows all offers. | Offers are included if created within the date range. | |
| Avg days to accept | For offers signed within the date range, the average number of days from sending the first offer to accepting the offer. | Avg time to accept | The average number of days between when the first offer was sent and an offer was accepted. | Offers are counted if accepted within the date range. Offers can be sent before or within the date range. | ||
| Avg revisions per offer | The average number of revisions to offers extended within the date range. | Avg revisions per offer | The average number of revisions to offers. | Offers are counted if sent within the date range. | ||
| Offer acceptance | Count of offers extended within the date range and later accepted. Acceptance can occur within or after the date range. | Offer acceptance | The count of offers sent within the date range and later accepted. | Offers are counted if sent within the date range. Offer acceptance can occur within or after the date range. | ||
| Offer acceptance over time | Count of offers extended along with the acceptance rate. Date intervals can be changed to weeks or months. Acceptance percentage is calculated based on when the offer was extended. Acceptance can occur within or after the date range. | Offer acceptance over time | This chart shows the count of offers sent and offer acceptance rate. | Acceptance rate is calculated based on when the offer was sent. Acceptance can occur within or after the date range. | Date intervals can be changed to weeks or months. | |
| Offer status over time | Count of offer events within the date range. Each change to an offer's status is included. A single offer can produce several events. | Offer events over time | This chart shows the count of offer events. Each change to an offer's status is counted as a unique event. A single offer can produce multiple events. | Offer events are counted if they occurred within the date range. | ||
| Offers accepted | Count of offers accepted within the date range. | Offers accepted | The count of accepted offers. | Offers are counted if accepted within the date range. | ||
| Offers by status | Count of offers by status as of the end of the date range. "Declined" and "Signed" indicates a count of offers declined or signed within the date range. | Offers by status | This chart shows the count of offers grouped by status. | Offer status is the status as of the end of the date range. "Declined" and "Signed" indicate the count of offers declined or signed within the date range. | ||
| Offers pivot | Count of offers by status as of the end of the date range. The pivot can be controlled via the offers status grouped by filter. "Declined" indicates a count of offers declined within the date range. | Offer status summary | This chart shows the state of offers broken down by status. | Offer status is the status as of the end of the date range. "Declined" and "Signed" indicate the count of offers declined or signed within the date range. | The chart can be controlled by the 'Offers status grouped by' filter. | |
| Overview | Active postings | Count of active postings as of the end of the date range. | Active postings | The count of active postings. | Postings are counted if active at the end of the date range. | |
| Archived | Count of opportunities archived within the date range. | Archived | The count of opportunities archived, excluding hired opportunities. | Opportunities are counted if archived within the date range. | ||
| Feedback submitted | Count of feedback forms requested and submitted within the date range. | Feedback submitted | The count of feedback forms requested and submitted. | Feedback forms are included if submitted within the date range. | ||
| Hires | Count of opportunities hired within the date range. | Opportunities hired | The count of hired opportunities. | Opportunities are counted if hired within the date range. | ||
| Interviews conducted | Count of interviews scheduled and performed within the date range. | Interviews completed | The count of interviews scheduled and completed. | Interviews are counted if they were completed within the date range. | ||
| Offer acceptance | Count of offers extended within the date range and later accepted. Acceptance can occur within or after the date range. | Offer acceptance | The count of offers sent within the date range and later accepted. | Offers are counted if extended within the date range. Offer acceptance can occur within or after the date range. | ||
| Opportunities moved | Count of distinct opportunities moved (advanced or regressed) within the date range. | Opportunities moved | The count of distinct opportunities moved (advanced or regressed). | Opportunities are counted if they moved within the date range. | ||
| Pipeline snapshot | The state of active opportunities within your pipeline as of the end of the date range. | Pipeline snapshot | This chart shows the pipeline stage of all active opportunities. | Opportunities are counted if active at the end of the date range. | ||
| Total opportunities | Count of non-archived opportunities as of the end of the date range. | Total opportunities | The count of non-archived opportunities. | Opportunities are counted if active at the end of the date range. | ||
| Pipeline | Archived | Count of opportunities archived within the date range, excluding hires. | Archived | The count of opportunities archived, excluding hired opportunities. | Opportunities are counted if archived within the date range. | |
| Average time to hire | The average number of days it took to hire an opportunity, broken down by stage. Only includes opportunities hired within the date range. | Average time to hire | This chart shows the average number of days it takes to hire an opportunity broken down by pipeline stage. Drilldowns are unavailable for this chart at this time. | Opportunities are counted if hired within the date range. | ||
| Avg days in pipeline | For opportunities that were active within the date range, the average number of days from creation to the end date. The end date is either the archived or hired date, or the end of the date range if the opportunity is still active. Creation can occur within or before the date range. | Avg time in pipeline | The average number of days opportunities spent in the pipeline. | Opportunities are counted if active within the date range. Opportunities are no longer considered active in the pipeline on the date they are archived or hired. Opportunities can be created before or within the date range. | ||
| Conversions |
Counts of conversion events that occurred within the date range. A single opportunity may be counted multiple times. |
Conversions | This chart shows all pipeline movement grouped by stage and broken down by movement type. A single opportunity can create multiple movements within the date range. | Pipeline movements are counted if they occurred within the date range. | ||
| Days spent in stage | The average number of days opportunities spent in each stage within the date range, regardless of when the opportunity was created. | Average time in stage | This chart shows the average number of days opportunities spent in each pipeline stage. | Opportunities may be created before the date range. Days spent in a stage are only counted if within the date range. | ||
| Opportunities advanced | Count of distinct opportunities advanced in the pipeline within the date range. | Opportunities advanced | The count of distinct opportunities that advanced in the pipeline. | Opportunities are counted if they advanced within the date range. | ||
| Opportunities created | Count of opportunities created within the date range. | Opportunities created | The count of opportunities created. | Opportunities are counted if created within the date range. | ||
| Opportunities per hire | The number of opportunities created within the date range divided by the number of opportunities hired within the date range. | Opportunities per hire | The average number of opportunities needed to make a single hire. | Opportunities are counted if created and hired within the date range. | ||
| Pipeline snapshot | The state of active opportunities within your pipeline as of the end of the date range. | Pipeline snapshot | This chart shows the pipeline stage of all active opportunities. | Opportunities are counted if active at the end of the date range. | ||
| Postings | Active postings | Count of active postings as of the end of the date range. | Active postings | The count of all active postings. Active postings are published externally and/or internally. | Postings are counted if active at the end of the date range. | |
| All postings | A list of all postings created within the date range. | All postings | This table shows all postings. | Postings that are active as of the end of the date range. 'Closed' posting are displayed if it was closed after the start of the date range. Postings may be created before the date range. | ||
| Internal postings | Count of internal postings as of the end of the date range. | Internal postings | The count of all internal postings. | Postings are counted if active at the end of the date range. Postings may be created before the date range. | ||
| Longest open | The postings sorted by the longest open as of the end of the date range. The days open is calculated from the most recent date the posting was published. | Longest open postings | This table shows all open postings sorted by how long they have been open. | Postings are counted if active at the end of the date range. Postings may be created before the date range. | ||
| Most active | The postings sorted by the number of opportunities as of the end of the date range. | Most active postings | This table shows all open postings sorted by most opportunities in the pipeline. | Opportunities by posting are counted at the end of the date range. Postings are counted if active at the end of the date range. Postings may be created before the date range. | ||
| Postings by owner | Count of postings grouped by posting owner as of the end of the date range. Only 25 are shown at a time. | Postings by owner | This chart shows postings grouped by posting owner and broken down by posting stage. A maximum of 25 posting owners can be shown at once. | Postings are counted if active (not archived or hired) at the end of the date range. The postings are sorted by most recent posting creation date. | ||
| Postings by status | Count of postings by status as of the end of the date range. "Closed" postings count includes postings closed after the start of the date range. | Postings by status | This chart shows all postings grouped by posting status. | Posting status is counted at the end of the date range. Postings may be created before the date range. A posting is only counted as 'Closed' if it was closed after the start of the date range. | ||
| Postings events over time | Count of posting open/closed events over time. Date intervals can be changed to weeks or months. A posting may be counted more than once if its status changed multiple times. | Posting events over time | This chart shows all postings created and/or closed. A posting may be counted more than once if its status changed multiple times. | Postings are counted if created and/or closed within the date range. | Date intervals can be changed to weeks or months. | |
| Time to hire by posting | Average time to hire, grouped by posting. Only includes opportunities that were created and hired within the date range. Only 25 are shown at a time. | Time to hire by posting | This chart shows time to hire grouped by posting and broken down by pipeline stage. A maximum of 25 postings can be shown at once. Drilldowns are unavailable for this chart at this time. | Opportunities are counted if created and hired within the date range. | ||
| Requisitions | Avg days to fill |
The average number of days from the creation date to the close and/or fill date of a requisition. The requisition must be closed within the date range. |
Avg time to fill | The average number of days from the requisition creation date to the close and/or fill date. | Requisitions are counted if closed and/or filled within the date range. | |
| Avg days to first hire |
The average number of days after creating a requisition to the first hire. The requisition must be created and the first hire must occur within the date range. |
Avg time to first hire | The average number of days from the requisition creation date to the first hire date. | Requistions are counted if created and the first hire is made within the date range. | ||
| Closed requisitions | The number of times requisitions are manually closed and/or filled within the date range. A single requisition may be counted more than once if closed multiple times. | Closed requisitions | The count of manually closed and/or filled requisitions. A single requisition may be counted more than once if closed and/or filled multiple times. | Requisitions are counted if manually closed and/or filled within the date range. | ||
| Headcount pivot | A snapshot of requisition headcount broken down by requisition status as of the end of the date range. The pivot can be controlled via the headcount grouped by filter. It only includes 25 results. Closed requisitions are only included if they were closed after the start of the date range. Headcount is the total requisition headcount minus hires. Excludes requisitions with infinite headcount. | Headcount status summary | This chart shows headcount broken down by requisition status. A maximum of 25 results can be shown at once. This chart excludes requisitions with infinite headcount. | The requisitions status shown is the status at the end of the date range. "Closed" requisitions are only counted if they were closed after the start of the date range. | This chart can be controlled via the 'Headcount grouped by' filter. | |
| Open headcount | Open headcount as of the end of the date range. Open headcount is the total requisition headcount minus hires. Excludes requisitions with infinite headcount. | Open headcount | The count of open headcount. Excludes requisitions with infinite headcount. | Headcount is counted as open if it is open at the end of the date range. | ||
| Open requisitions | Count of open requisitions as of the end of the date range. | Open requisitions | The count of open requisitions. | Requisitions are counted as open if they are open at the end of the date range. | ||
| Requisition events over time | Count of requisition events over time within the date range. Date intervals can be changed to weeks or months. A requisition may be counted more than once if its status changed multiple times. | Requisition events over time | This chart shows the count of requisition events over time. A requisition may be counted more than once if its status changed multiple times. | Requisition events are counted if they occured within the date range. | Date intervals can be changed to weeks or months. | |
| Requisitions by age |
Count of requisitions by age as of the end of the date range. |
Requisitions by age | This chart shows the count of requisitions grouped by age. | Requisition age is counted at the end of the date range. Requisitions may be created before the date range. | ||
| Requisitions by status | Count of requisitions by status as of the end of the date range. "Closed" requisitions count includes requisitions closed after the start of the date range. | Requisitions by status | This chart shows the count of requisitions grouped by status. | Requisition statuses are counted at the end of the date range. Requisitions are counted as "Closed" if they were closed after the start of the date range. | ||
| Sources | Opportunities created by origin | The count of opportunities created and hired within the date range by origin. Only includes opportunities created within the date range. | Origin of opportunities and hires | This chart shows the count of sourced opportunities and hires grouped by origin. | Opportunities are counted if created within the date range. | |
| Origin efficiency pivot | The offer acceptance efficiency by origin includes offers extended and offers signed/declined within the date range. The pivot can be controlled via the origin efficiency grouped by filter. Displays 50 results. | Offer acceptance rate by origin | This chart shows offer acceptance rates broken down by origin. The chart displays 50 results at a time. | Offers are counted if sent and signed/declined within the date range. | This chart can be controlled by the 'Origin efficiency grouped by' filter. | |
| Origin quality | A comparison of offer acceptance rate and offers extended by origin. Offers must be extended and offers signed/declined within the date range. | Origin quality | This chart compares the number of offers sent to offer acceptance rates grouped by origin. | Offers are counted if extended and signed/declined within the date range. | ||
| Sourced hires | Count of opportunities hired within the date range whose origin is sourced. Using any value other than 'sourced' in the origin filter will result in 0 hires. | Sourced hires | The count of sourced hires. | Opportunities are counted if hired within the date range. | Selecting any value other than 'sourced' in the 'Origin' filter will result in 0 hires. | |
| Sourced opportunities over time | Count of opportunities created within the date range whose origin is sourced. Only the first ranked source for each opportunity is considered. Date intervals can be changed to weeks or months. Using any value other than 'sourced' in the origin filter will return 'No results'. | Sourced opportunities over time | This chart shows the count of sourced opportunities. Only the first source for each opportunity is included in this chart. | Opportunities are counted if created within the date range. | Date intervals can be changed to weeks or months. Selecting any value other than 'sourced' in the origin filter will return 'No results'. | |
| Top sourced hires | The count of hires within the date range whose origin is sourced. Only the first ranked source for each opportunity is considered. Using any value other than 'sourced' in the origin filter will return 'No results'. | Top sources - hires | This table shows the count of sourced hires grouped by their first source. Only the first source for each opportunity is included. | Opportunities are counted if hired within the date range. | Selecting any value other than 'sourced' in the origin filter will return 'No results'. | |
| Top sourced volume | Count of opportunities created within the date range whose origin is sourced. Only the first ranked source for each opportunity is considered. Using any value other than 'sourced' in the origin filter will return 'No results'. | Top sources - opportunities | This table shows the the count of sourced opportunities grouped by their first source. Only the first source for each opportunity is included. | Opportunities are counted if created within the date range. | Selecting any value other than 'sourced' in the origin filter will return 'No results'. | |
| Total sourced opportunities | Count of opportunities created within the date range whose origin is sourced. Using any value other than 'sourced' in the origin filter will result in 0 opportunities. | Total sourced opportunities | The count of sourced opportunities. | Opportunities are counted if created within the date range. |
Selecting any value other than 'sourced' in the origin filter will return 'No results'. |
|