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Greenhouse Pipeline Analytics setup guide

Audience
External
Displayed Description

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Article

Overview

What are pipeline analytics and dashboards?

Pipeline Analytics: Overview is a Gem feature that allows you to view your entire talent pipeline at a glance. By taking Gem Sequence data (Send and Reply) and juxtaposing them with your team’s ATS Stages, we are able to give you a full-funnel view from initial outreach to accepting your offer.

Dashboards overview organize and display important metrics from Pipeline Analytics in one, easy-to-access place. Customers are able to see visualizations of multiple metrics (aka widgets) next to each other.

Requirements

  • You must be a Gem Admin to set this up for your team. If you are not an Admin, contact us at support@gem.com and we will let you know who your Admin is so they can give you access.
  • You’ll need the Gem Chrome Extension installed
  • You must have Greenhouse Dev Center Access

Guide

  1. Setting up your Greenhouse Harvest API key
  2. Setting up Gem webhooks in Greenhouse
  3. Inform Gem that the API key and webhooks setup are complete so that Gem can import your Greenhouse data
  4. Map your hiring stages
  5. Attend a PA training webinar
  6. You’re ready to start building reports and Dashboards!

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
  • What are pipeline analytics and dashboards?
  • Requirements
  • Guide
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