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Pipeline Analytics Overview offers robust filtering, allowing to slice your recruiting funnel based on either Gem or SmartRecruiters attributes.
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 SmartRecruiters Activity or Gem Outreach: SmartRecruiters Activity view shows all applications tracked in Greenhouse, 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 Greenhouse.
- Gem Filters: Attributes that are unique to Gem, such as Projects, Gem Custom Fields, or Attributed Gem User.
- Application Filters: SmartRecruiters attributes at the application level.
- Candidate Filters: SmartRecruiters attributes at the candidate profile level.
- Job Filters: SmartRecruiters attributes at the job level.
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 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.
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