Visual Insights: Hiring Manager dashboard

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Available for User roles Super Admin, Admin, Team Member, Limited Team Member
Packages Postings (all packages)
Requisitions (LeverTRM for Enterprise or Advanced HR add-on)
Pipeline (Advanced Analytics add-on)

The Hiring Manager dashboard enables hiring managers to track key metrics across their postings, requisitions, and overall pipeline, reducing reliance on recruiters to gather insights. This dashboard is designed to provide hiring managers with enhanced visibility into their recruitment processes so they can focus on areas in need of improvement and reinforce the aspects that they have mastered. 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 Hiring Manager dashboard

To access the Hiring Manager dashboard:

  • Navigate to Visual Insights via the platform header

Close up of platform header with Visual Insights tab selected.

  • Click the bar graph icon in the left-side navigation
  • Select Hiring Manager from the dashboard list
    • If you have Limited Team Member access, you will be defaulted to the Hiring Manager dashboard upon opening Visual Insights.

 

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 Hiring Manager dashboard

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

Pages on the Hiring Manager dashboard

 

The Requisitions page requires LeverTRM for Enterprise or the Advanced HR add-on. The Pipeline page requires the Advanced Analytics add-on.

Pages on the Hiring Manager dashboard

Metrics on the Hiring Manager dashboard are visualized in different types of charts. 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 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 colors used on all Visual Insights charts are ADA compliant for red, green, and blue color blindness as well as monochromacy.

Postings

The Postings page contains charts that show posting performance metrics relative to opportunity volume, time spent open, and hiring efficiency. Use the charts on this page to assess for bottlenecks that could impact the ROI of each posting in your pipeline.

Single value charts

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

Single value charts on the Postings page

Active opportunities in pipeline The count of active (i.e. non-archived) opportunities associated with postings for which you are the Hiring Manager. This filter is unaffected by the value in the date range filter.
Interviews upcoming this week The count of interviews scheduled in the remainder of the current calendar week (Monday to Sunday) for opportunities associated with postings for which you are the Hiring Manager. This filter is unaffected by the value in the date range filter.

 

Current opportunities in stage by posting

This chart shows you the volume and distribution of opportunities in your pipeline across the postings for which you are hiring. This chart can be used to prioritize your hiring efforts and allocate your bandwidth accordingly.

Current opportunities in stage by posting chart

Chart type Stacked bar chart
Primary data set All active (i.e. non-archived) opportunities associated with postings for which you are the Hiring Manager1
Secondary data set Sum of opportunities currently in each stage
Primary grouping Posting2
Secondary grouping Stage3
Unit of measure Count
Revealed on hover Posting, stage, and opportunity count
  • (1) This data set is unaffected by the value in the date range filter.
  • (2) This chart can show results for up to 25 postings based on opportunity volume. Postings outside of the top 25 can be revealed by applying additional filters.
  • (3) By default, only Interview stages are shown. If you wish to view the distribution of opportunities across all stages, un-check the 'Interview stages only' checkbox in the filter bar.

 

Average time in stage for current opportunities by posting

Use this chart to identify postings that are slowing down the velocity of opportunities in your pipeline.

Average time in stage for current opportunities by posting chart

Chart type Stacked bar chart
Primary data set All active (i.e. non-archived) opportunities associated with postings for which you are the Hiring Manager1
Secondary data set Average number of days active opportunities have spent in each stage
Primary grouping Active postings2
Secondary grouping Stage3
Unit of measure Count
Revealed on hover Posting, stage, and average number of days
  • (1) This data set is unaffected by the value in the date range filter.
  • (2) Active postings are those that are currently published externally and/or internally, excluding those that are unlisted or confidential. This chart can show results for up to 25 active postings based on opportunity volume. Active postings outside of the top 25 can be revealed by applying additional filters.
  • (3) By default, only Interview stages are shown. If you wish to view the distribution of opportunities across all stages, un-check the 'Interview stages only' checkbox in the filter bar.

 

Published posting days open

This table provides a high-level view of all active postings for which you are the Hiring Manager, including the count of associated active opportunities as well as the number of days since they were last published. Active postings are those that are currently published externally and/or internally, excluding those that are unlisted or confidential. A maximum of 250 active postings can be listed at once. This table is unaffected by the value in the date range filter.

Published posting days open table

 

Interviews scheduled by posting

This table provides a high-level view of all interview events for opportunities associated with postings for which you are the Hiring Manager, organized by status - scheduled, pending, completed or canceled. A maximum of 250 postings can be listed at once. This table is unaffected by the value in the date range filter.

Interviews scheduled by posting table

 

Opportunities needed to make a single hire by closed posting

Use this chart to establish hiring benchmarks by measuring the average number of candidates required to make a hire across the different postings in your pipeline.

Opportunities needed to make a single hire by closed posting chart

Chart type Bar chart
Primary data set Opportunities created in association with postings for which you are the Hiring Manager and that also closed within the date range.
Secondary data set Opportunities, associated with postings for which you are the Hiring Manager and that also closed within the date range, archived as 'hired.'
Calculation
  [Total # of created opportunities]  
  [Total # of hired opportunities]  
Grouped by Closed posting1
Unit of measure Count
Revealed on hover Posting and opportunities per hire
  • (1) This chart chan show results for up to 25 closed postings based on opportunities per hire. Closed postings outside of the top 25 can be revealed by applying additional filters.

 

Opportunities in interview stage to make a single hire by closed posting

Use this chart to refine insights from the 'Opportunities needed to make a single hire by closed posting chart' by measuring the average number candidates you need to make it to an interview stage in order to make a hire, across the postings in your pipeline.

Opportunities in interview stage to make a single hire by closed posting chart

Chart type Bar chart
Primary data set Opportunities, associated with postings for which you are the Hiring Manager and that also closed within the date range, that reached an interview stage.
Secondary data set Opportunities, associated with postings for which you are the Hiring Manager and that also closed within the date range, archived as 'hired.'
Calculation
  [Total # of opportunities that reached an interview stage]  
  [Total # of hired opportunities]  
Grouped by Closed posting1
Unit of measure Count
Revealed on hover Posting and opportunities in interview stage per hire
  • (1) This chart chan show results for up to 25 closed postings based on opportunities per hire. Closed postings outside of the top 25 can be revealed by applying additional filters.

 

All opportunities in pipeline by posting

This table provides a high-level view of all active opportunities associated with postings for which you are the Hiring Manager, including current stage, last interaction, and interview tallies. A maximum of 250 opportunities can be listed at once. This table is unaffected by the value in the date range filter.

All opportunities in pipeline by posting table

 

Requisitions

 

The Requisitions page is only available with the LeverTRM for Enterprise package or the Advanced HR add-on.

The Requisitions page contains charts that visualize performance metrics relative to opportunity volume, time spent open, and hiring efficiency broken down by requisition. Use the charts on this page to measure pacing and establish benchmarks for requisitions in your pipeline.

Single value charts

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

Single value charts on the Requisitions page

Active opportunities in pipeline The count of active (i.e. non-archived) opportunities associated with requisitions for which you are the Hiring Manager. This filter is unaffected by the value in the date range filter.
Interviews upcoming this week The count of interviews scheduled in the remainder of the current calendar week (Monday to Sunday) for opportunities associated with requisitions for which you are the Hiring Manager. This filter is unaffected by the value in the date range filter.

 

Current opportunities in stage by requisition

This chart shows you the volume and distribution of opportunities in your pipeline across the requisitions for which you are hiring against. This chart can be used to prioritize your hiring efforts and allocate your bandwidth accordingly.

Chart type Stacked bar chart
Primary data set All active (non-archived) opportunities associated with requisitions for which you are the Hiring Manager1
Secondary data set Sum of opportunities currently in each stage
Primary grouping Requisition2
Secondary grouping Stage3
Unit of measure Count
Revealed on hover Requisition, stage, and opportunity count
  • (1) This data set is unaffected by the value in the date range filter.
  • (2) This chart can show results for up to 25 requisitions based on opportunity volume. Requisitions outside of the top 25 can be revealed by applying additional filters.
  • (3) By default, only Interview stages are shown. If you wish to view the distribution of opportunities across all stages, un-check the 'Interview stages only' checkbox in the filter bar.

 

Average time in stage for current opportunities by requisition

Use this chart to identify requisitions that are slowing down the velocity of opportunities in your pipeline.

Chart type Stacked bar chart
Primary data set All active (non-archived) opportunities associated with requisitions for which you are the Hiring Manager1
Secondary data set Average number of days active opportunities have spent in each stage
Primary grouping Active requisitions2
Secondary grouping Stage3
Unit of measure Count
Revealed on hover Requisition, stage, and average number of days
  • (1) This data set is unaffected by the value in the date range filter.
  • (2) Active requisitions are those that are currently open. This chart can show results for up to 25 active requisitions based on opportunity volume. Active requisitions outside of the top 25 can be revealed by applying additional filters.
  • (3) By default, only Interview stages are shown. If you wish to view the distribution of opportunities across all stages, un-check the 'Interview stages only' checkbox in the filter bar.

 

Open requisition days open

This table provides a high-level view of all open requisitions for which you are the Hiring Manager, including the number of active opportunities associated, the number of active opportunities in interview stages, and the last time the requisition was opened. A maximum of 250 open requisitions can be listed at once. This table is unaffected by the value in the date range filter.

 

Interviews scheduled by requisition

This table provides a high-level view of all interview events for opportunities associated with requisitions for which you are the Hiring Manager, organized by status - scheduled, pending, completed or canceled. A maximum of 250 requisitions can be listed at once. This table is unaffected by the value in the date range filter.

 

Requisitions and linked postings

This table provides a breakdown of all postings linked to requisitions for which are are the Hiring Manager including the number of postings linked to each requisition, the requisition codes, and whether or not the requisition is a backfill. A maximum of 250 requisitions can be listed at once. This table is unaffected by the value in the date range filter.

 

Opportunities needed to make a single hire by closed requisitions

Use this chart to establish benchmarks by measuring the average number of candidates required to make a hire across the different requisitions in your pipeline.

Opportunities needed to make a single hire by closed requisitions chart

Chart type Bar chart
Primary data set Opportunities created in association with requisitions for which you are the Hiring Manager and that also closed within the date range.
Secondary data set Opportunities, associated with requisitions for which you are the Hiring Manager and that also closed within the date range, archived as 'hired.'
Calculation
  [Total # of created opportunities]  
  [Total # of hired opportunities]  
Grouped by Closed requisition1
Unit of measure Count
Revealed on hover Requisition and opportunities per hire
  • (1) This chart chan show results for up to 25 closed requisitions based on opportunities per hire. Closed requisitions outside of the top 25 can be revealed by applying additional filters.

 

Opportunities interviewed to make a single hire by closed requisition

Use this chart to refine insights from the 'Opportunities needed to make a single hire by closed requisition chart' by measuring the average number candidates you need to make it to an interview stage in order to make a hire, across the requisitions in your pipeline.

Opportunities in interview stage to make a single hire by closed requisition chart

Chart type Bar chart
Primary data set Opportunities, associated with requisitions for which you are the Hiring Manager and that also closed within the date range, that reached an interview stage.
Secondary data set Opportunities, associated with requisitions, for which you are the Hiring Manager, that closed within the date range, archived as 'hired'.
Calculation
  [Total # of opportunities that reached an interview stage]  
  [Total # of hired opportunities]  
Grouped by Closed requisition1
Unit of measure Count
Revealed on hover Requisition and opportunities in interview stage per hire
  • (1) This chart chan show results for up to 25 closed requisitions based on opportunities per hire. Closed requisitions outside of the top 25 can be revealed by applying additional filters.

 

All opportunities in pipeline by requisition

This table provides a high-level view of all active opportunities associated with requisitions for which you are the Hiring Manager, including current stage, last interaction, and interview tallies. A maximum of 250 opportunities can be listed at once. This table is unaffected by the value in the date range filter.

All opportunities in pipeline by requisition table

 

Pipeline

 

The Pipeline page is only available with the LeverTRM packages that include the Advanced Analytics add-on.

 

The pipeline page requires that you have an input in the 'Opportunity grouped by' filter at all times. This filter only affects the Active opportunities and Archived opportunities charts.

The Pipeline page contains charts that visualize your pipeline dynamics, providing insight into candidate advancement, stalling, and drop-offs, as well has how interview volume and feedback completion rates factor in to those metrics. Use the charts on this page to proactively address friction points in your hiring process to keep your pipeline clean and fast-moving.

Movements in the pipeline

This table provides a high-level view of the forward, backward, archived and hired conversions of opportunities, associated with postings for which you are the Hiring Manager, that occurred within the data range. Use this table to gauge whether candidates are converting at disproportionate rates at the various stages of the pipeline.  Note that by default, only Interview stages are shown. If you wish to view forward conversions for all stages, un-check the 'Interview stages only' checkbox in the filter bar.

Movements in the pipeline table

 

Active opportunities

Use this chart to assess the volume of active opportunities in your pipeline across different dimensions such as postings, requisitions, stages, and sources.

Active opportunities chart grouped by source

Chart type Bar chart
Data set All active (i.e. non-archived) opportunities associated with postings for which you are Hiring Manager1
Grouped by Parameter in 'Opportunity grouped by' filter
Unit of measure Count
Revealed on hover Group and opportunity count
  • (1) This data set is unaffected by the value in the date range filter.

 

Archived opportunities

Use this chart to analyze the breakdown of opportunities archived from your pipeline by archive reason, organized by dimensions such as postings, requisitions, stages, and sources.

Archived opportunities chart grouped by posting

Chart type Stacked bar chart
Data set Opportunities, associated with postings for which you are the Hiring Manager, archived within the date range
Primary grouping Parameter in 'Opportunity grouped by' filter
Secondary grouping Archive reason
Unit of measure Count
Revealed on hover Group, archive reason, and count

 

Opportunities waiting for interviews to be scheduled

This table lists the number of opportunities associated with postings for which you are Hiring Manager that are in an interview stage and require an interview to be scheduled. Use this table to investigate scheduling bottlenecks related to any postings in your pipeline. This table is unaffected by the value in the date range filter.

Opportunities waiting for interview to be scheduled table

Interviews waiting for feedback

This table provides a breakdown of active opportunities, associated with postings for which you are the Hiring Manager, that have at least one interview completed that is awaiting feedback. Use this table to investigate feedback submission bottlenecks among interviewers that are interviewing candidates for postings in your pipeline. This table is unaffected by the value in the date range filter.

Interviews waiting for feedback table

 

All opportunities in pipeline by posting

This table provides a high-level view of all active opportunities associated with postings for which you are the Hiring Manager, including current stage, last interaction, and interview tallies. A maximum of 250 opportunities can be listed at once. This table is unaffected by the value in the date range filter.

All opportunities in pipeline by posting table

 

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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