Overview
Pipeline Analytics offers robust filtering, allowing you to slice your recruiting funnel based on either Gem or ATS attributes.
Note that Talent Compass Starter has a limited number of filters compared to what’s shown here.
The general areas you can filter on in Pipeline Analytics include:
- Time Period: Select between commonly used reporting periods (ex. Year To Date, Quarter To Date, etc.) or set up your own custom date range.
- Pipeline Funnel or Activity: Pipeline Funnel view shows you funnel metrics for a specific cohort of candidates where Activity view shows you per-stage candidate activity over time.
- Show candidates with [your ATS] Activity or Gem Outreach: Activity view shows all applications tracked in your ATS, including candidates who are not in Gem. Gem Outreach view shows candidates whose application process began through Gem outreach (ex. Email or InMail sequence) and then made it into your ATS.
- Gem Filters: Attributes that are unique to Gem, such as Projects, Gem Custom Fields, or Attributed Gem User.
- Application Filters: ATS attributes at the application level such as App Status, Who Gets Credit, etc.
- Candidate Filters: ATS attributes at the candidate level such as Candidate Tags, Recruiter, or ATS Candidate Custom Fields.
- Job Filters: ATS attributes at the job level, such as Job name, Department, or Job Custom Field.
- DEI and DEI source: drill down by self-identified or inferred (if enabled) DEI values, and configure which sources are used.
Let’s say we want to answer the following question: “So far this quarter, how many Sales Development Representatives got hired and were sent a Sequence to from Brian?”
The following views and filters are used in the example Pipeline Analytics report below:
- Activity View - This view was selected because we are looking at Brian’s activity for the quarter and not focused on a specific cohort of candidates.
- Show candidates with any Gem Outreach - This view was selected because our question includes candidates who were sent a Gem Sequence.
- Time Period = Within Quarter To Date
- Job App Status = “hired”
- Job Job name = “Sales Development Representative (open)”
- Attributed Gem User = “Brian Demo”
In the results, we can see that Brian sent Gem outreach to 100 unique candidates and 1 was hired within the current quarter.
Note: Table views in Talent Compass display a maximum of 1000 results. To view additional data beyond the 1000 results, we recommend exporting the report.
Additional resources
To learn more about Pipeline Analytics, check out the following resources.
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.