Dashboards: Overview and creation

Overview

A dashboard provides a customizable, easy-to-access space for organizing and visualizing key Pipeline Analytics metrics in one place. With multiple widgets displayed side by side, you can quickly track trends, monitor performance, and gain insights into your hiring pipeline.

Requirements

• Your team must have Pipeline Analytics enabled for your account. Refer to Pipeline Analytics overview for more details.

Common use cases for Dashboards

Dashboards can be used in a variety of ways, including:

• Executive summaries: High-level overviews of hiring progress and key metrics.
• Performance management: Track recruiter activity, conversion rates, and pipeline efficiency.
• Diversity tracking: Measure representation and passthrough rates across different hiring stages.
• Hiring manager syncs: Provide real-time data for hiring team discussions and decision-making.

Dashboards can help you to build a data-driven hiring strategy, ensuring the right stakeholders have the real-time insights they need to make informed decisions.

Create a dashboard

Navigate to the Dashboards page and select the + New dashboard button in the top-right corner.

A pop-up box will appear, allowing you to create a new dashboard from scratch or choose a pre-built template with commonly used widgets tailored to a specific dashboard purpose or audience. Available templates include:

• Executive overview: To share a high-level overview of the current state of recruiting.
• Interview health: To optimize your interview process and interviewer workload.
• Recruiting health: To stay on top of your recruiting funnel and spot potential bottlenecks.
• Recruiting team productivity: To optimize and manage recruiting team performance and output.
• Outreach health: To track top-of-funnel sourcing activity and its impact on your candidate pipeline.
• Sourcing team productivity: To manage sourcing team performance and output.

Select one of the templates to start, then select the Continue button. The Create Dashboard pop-up will appear, prompting you to:

• Enter a name and description to define your dashboard’s purpose.
• Choose an icon for easy identification.
• Set a default date range (e.g., the current fiscal quarter if you’re building a quarterly review dashboard).
• Adjust editing and visibility permissions to control access.
• Apply a data filter to ensure all widgets reflect relevant information (e.g., filtering by Sales to create a department-specific dashboard).

Once you’ve entered your settings, select Create. You can always update these settings later after the dashboard is set up.

Add widgets to a dashboard

Widgets are customizable reports displayed in separate, interactive windows within your Gem dashboards. You can choose from pre-built widgets in the widget library, modify them to fit your needs, or create entirely new widgets from scratch using any metric available in Pipeline Analytics. Here’s how to add them to your dashboard:

Step 1. If you’re creating a dashboard from scratch, Gem will prompt you to add your first widget to begin building. Select the + Add Widget button in the center of the screen and follow the on-screen instructions.

To add a new widget to an existing dashboard, select the + Add Widget button at the top of the Dashboards page.

Step 2. Browse through the pop-up window to select the widget that best fits your needs (you can also build a custom widget from this screen).

Step 3. Before finalizing your widget, adjust any necessary details using the options on the left. Once you’re satisfied, select the Create button in the bottom-right corner.

The available customization options will vary depending on the widget you select but may include:

• Additional filters to refine your data.
• Averaging options (toggle between average or median).
• Specific funnel stages to analyze.
• Demographic segmentation for DEI insights.
• Visualization styles (e.g., number, bar chart, or donut chart).

View DEI-related metrics

DEI benchmarks can be visualized in bar charts, displaying candidate distribution at three key hiring stages: Application Created, Offer Extended, and Hired. These metrics can be broken down by race/ethnicity or gender, allowing for meaningful diversity insights.

The following six combinations are available in bar charts:

1. Gender ratio at App Created.
2. Race/Ethnicity ratio at App Created.
3. Gender ratio at Offer Extended.
4. Race/Ethnicity ratio at Offer Extended.
5. Gender ratio at Hired.
6. Race/Ethnicity ratio at Hired.

Enable benchmarks in dashboard widgets

Certain dashboard widgets let you add peer benchmarks, enabling you to measure KPIs against companies with similar profiles. These benchmarks are useful for setting team targets, evaluating performance over time, and providing leadership with comparative insights.

This short video in Gem Academy will show you how to enable peer benchmarks in your dashboard widgets to assess your team’s performance in relation to industry peers.

Configure targets on a dashboard

Targets is a dashboard feature that helps you set and monitor recruiting goals, giving your team clear visibility into their progress. By using targets, recruiters can track their pacing, identify areas for improvement, and adjust key levers to stay on course.

In this 2-minute video in Gem Academy, you’ll learn how to configure, locate, and update dashboard targets, empowering your team to optimize their recruitment strategy with data-driven goal setting and tracking.

Examine underlying data from a dashboard

While dashboards provide a quick view of key metrics, you may want to dig deeper into where each widget’s data is coming from. Here’s how to check the underlying data behind your widgets to better understand how numbers are calculated.

There are two ways to explore widget data:

1. Click on the metric itself: This will show you the specific candidates included in that widget’s number.
2. View in Pipeline Analytics: Some widgets link directly to Pipeline Analytics for a more detailed breakdown. To access this, select the three-dot menu in the top-right corner of the widget and choose View in Pipeline Analytics to see the full report behind the metric.

These options help you verify data sources and ensure you’re interpreting the numbers accurately.

Save and share dashboards

There are various options available for saving and sharing dashboards, both within and without Gem itself. To access any of these options, select the Share button at the top-right of any dashboard.

The available options are:

• Share with…: Share the dashboard directly with individual users. More detail of this option is under the Share a dashboard section below.
• Schedule email report: Schedule and send reports via email at intervals of your choice. For more information on this option, check out Schedule automated reports.
• Email report: Send a colleague an email containing the link to the dashboard. There’s also the option to send it to users who are outside of your organization.
• Download PDF: Download a copy of the dashboard as a .pdf file.

Share a dashboard

Follow these steps to share a dashboard with a specific user:

1. Open the dashboard you want to share.
2. Select Share in the top-right corner of the dashboard.
3. In the share dropdown, select the Share with… option.
4. In the Share dashboard pop-up, search for and select the user you want to share with.
5. Choose the access level that you want the user to have:
1. Edit: The user can modify the dashboard and its widgets.
2. View: The user can view the dashboard but can’t make changes.
6. Select the Share button to apply the changes.
7. Select the Close button to close the Share dashboard pop-up.

With that done, the user you’ve shared the dashboard with will see this dashboard under the Shared with me section of their Dashboards page.

Edit access to a dashboard

You can edit a user’s access from the same Share dashboard pop-up, and either change their access level or to revoke their access.

Follow these steps to edit a user’s access to a dashboard.

1. Open the dashboard you want to share.
2. Select Share in the top-right corner of the dashboard.
3. In the share dropdown, select the Share with… option.
4. In the Share dashboard pop-up, select the dropdown next to the relevant user’s name.
5. From here, either change their access level or select the Revoke access option.
6. Select the Close button when you’re done, to close the pop-up.

Additional resources

To learn more about Dashboards, check out the following resources.

Videos

• How to Create a Dashboard (1 minute): This video covers how to set up your first Dashboard in Gem.
• Configure Targets on a Dashboard (1.5 minutes): This video covers how to use targets to see how you’re pacing towards your goals.
• Examine Underlying Data from a Dashboard (1 minute): This video covers data sources for each widget on your Dashboard.

Gem Academy

• Visualize Your Recruiting Data: This course will teach you how to use Gem Dashboards to create configurable report pages that display your most important metrics.

Have any issues or questions on this topic? Please feel free to contact your dedicated Gem Customer Success Manager directly or our Support team at support@gem.com.

• Overview
• Requirements
• Common use cases for Dashboards
• Create a dashboard
• Add widgets to a dashboard
• View DEI-related metrics
• Enable benchmarks in dashboard widgets
• Configure targets on a dashboard
• Examine underlying data from a dashboard
• Save and share dashboards
• Share a dashboard
• Edit access to a dashboard
• Additional resources
• Videos
• Gem Academy