Pipeline Analytics offers robust filtering, allowing for slicing your recruiting funnel based on either Gem or Lever attributes.
The general areas you can filter on in Pipeline Analytics include:
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Time Period: Select between commonly used reporting periods (ex. Year To Date, Quarter To Date, etc.) or set up your own custom date range.
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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.
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Show candidates with Lever Activity or Gem Outreach: Lever Activity view shows all applications tracked in Lever, 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 Lever.
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Gem Filters: Attributes that are unique to Gem, such as Projects, Gem Custom Fields, or Attributed Gem User.
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Application Filters: Greenhouse attributes at the application level such as App Status, Who Gets Credit, etc.
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Candidate Filters: Greenhouse attributes at the candidate level such as Candidate Tags, Recruiter, or Greenhouse Candidate Custom Fields.
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Job Filters: Greenhouse attributes at the job level, such as Job name, Department, or Job Custom Field.
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:
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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.
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Show candidates with any Gem Outreach - This view was selected because our question includes candidates who were sent a Gem Sequence.
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Time Period = Within Quarter To Date
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Job App Status = "hired"
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Job Job name = "Sales Development Representative (open)"
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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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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.