Purpose

This document will help you understand how to use the Pipeline Analytics tab to measure recruiting and sourcing effectiveness and make data-driven decisions to optimize your talent pipeline.

Audience

Group Admins, Sourcers

Introduction

The Pipeline Analytics tab provides comprehensive visibility into recruiting and sourcing performance through key metrics and visualisations. It tracks candidate and prospect progression through pipeline stages, displays activity trends over time, shows conversion rates at each stage, and measures outreach effectiveness. These insights enable talent acquisition teams to monitor pipeline health, identify bottlenecks, optimise sourcing strategies, and make data-driven decisions to improve both active hiring and long-term talent community development.

Functional description of Dashboard components

Position Analytics Tab

Current Recruiting Status

The Current Recruiting Status section provides real-time visibility into pipeline health through the Current Applicant Pipeline chart, which shows candidate distribution across hiring stages, and the Weekly Hiring Activities visualization, which tracks recruiting action volumes and engagement trends over time.

Recruiters can use diversity and stage filters in Current Applicant Pipeline and Weekly Hiring Activities respectively to obtain more granular information about application progression within a Position Pipeline.

Recruiting Activities (since position creation):

The Recruiting Activities section tracks performance since position creation, featuring the Application Source Performance chart that identifies top candidate sources to optimize recruiting channels, the Applicant Conversion by Stage visualization showing conversion rates and drop-off percentages at each pipeline stage to identify process bottlenecks, and the Outreach Conversion metrics displaying message engagement rates across communication channels to measure candidate responsiveness and outreach effectiveness.

Recruiters can use a diversity filter to obtain more granular information about application conversion, outreach and application source within a Position Pipeline. The recruiters can use download report functionality to download charts with position information.

Community Analytics Tab

Current Sourcing Status

This section provides real-time visibility into talent community health through the Current Prospect Pipeline chart showing prospect distribution across sourcing stages, and the Weekly Sourcing Activities visualization tracking outreach volumes and engagement trends over time.

Sourcers can use diversity and stage filters in Current Prospect Pipeline and Weekly Sourcing Activities respectively to obtain more granular information about prospect progression within a Community Pipeline.

Sourcing Activities (since community creation):

This section tracks historical performance through the Prospect Progression by Stage chart showing conversion rates at each stage, and the Outreach Conversion metrics displaying message engagement rates across communication channels to measure outreach effectiveness.

Sourcers can use a diversity filter to obtain more granular information about application prospect progression, outreach conversion within a Community Pipeline.

Configuration steps

1. To enable this legacy feature in Position Pipeline, customers must disable position_overview_v2_gate and Position_overview_v2_improvements_gate.
   
2. The feature has different configuration for Positions and Communities
   

Position Overview tab configuration(UI Configuration Steps):

• Go to Admin Console ▸ Talent Acquisition ▸ Pipeline Overview
  
• Navigate to Configuration ▸ Display Groups.

• Enter the Display group title and select Cards as per the requirements.

• Add cards with following attributes.

4. Save the settings with Comments.

Schema Configuration

1. Go to Admin Console ▸ Talent Acquisition ▸ Pipeline Overview ▸ Advanced and follow schema instructions. By default Eightfold provides following configs:

"sections": [
    {
      "title": "Position Details",
      "cards": [
        {
          "type": "details",
          "sections": [
            {
              "items": [
                {
                  "label": "Job ID",
                  "data_fields": [
                    "ats_data.display_job_id"
                  ]
                },
                {
                  "label": "Recruiter",
                  "data_fields": [
                    "ats_data.recruiter.email"
                  ],
                  "data_format": "%s",
                  "data_type": "string"
                },
                {
                  "label": "Hiring Manager",
                  "data_fields": [
                    "ats_data.hiring_manager.email"
                  ],
                  "data_format": "%s",
                  "data_type": "string"
                },
                {
                  "label": "Position Location",
                  "data_fields": [
                    "profile.locations"
                  ]
                },
                {
                  "label": "Departments",
                  "data_fields": [
                    "ats_data.job_function"
                  ]
                }
              ]
            }
          ]
        }
      ]
    },
    {
      "title": "Current Recruiting Status",
      "cards": [
        {
          "type": "currentApplicantPipeline"
        },
        {
          "type": "weeklyActivities"
        }
      ]
    },
    {
      "title": "Recruiting Activities (since position creation)",
      "cards": [
        {
          "type": "applicantConversion"
        },
        {
          "type": "contactConversion"
        },
        {
          "type": "sourcePerformance"
        }
      ]
    }
  ],

Community Overview tab configuration(UI Configuration Steps):

• Go to Admin Console ▸ Talent Acquisition ▸ Community Pipeline
  
• Navigate to Configuration ▸ Overview Page Section.

• Enter the Title and select Cards as per the requirements.

1. Add cards with following attributes.

   Card Type	Properties
   Custom Data	This card shows position details. Config: Admin has to add the Label, Data Field mapping, Roles, and Type for the field. The section associated with this card will not appear in the Analytics tab. Note: Avoid Configuring this.
   Predefined Cards	This card has the following chart options: Current Prospect Pipeline Weekly Sourcing Activities Prospect Progression Outreach Conversion

   4. Save the settings with Comments.

   Schema configuration

   1. Go to Admin Console ▸ Talent Acquisition ▸ Community Pipeline ▸ Advanced and follow schema instructions. By default Eightfold provides following configs.

   "sections": [
       {
         "title": "Till Date",
         "cards": [
           {
             "type": "details",
             "sections": [
               {
                 "items": [
                   {
                     "label": "Added",
                     "type": "stage_count",
                     "stages": [
                       "added"
                     ]
                   },
                   {
                     "label": "Contacted",
                     "type": "stage_count",
                     "stages": [
                       "1st Contact",
                       "2nd Contact"
                     ]
                   },
                   {
                     "label": "Responded",
                     "type": "stage_count",
                     "stages": [
                       "responded"
                     ]
                   },
                   {
                     "label": "Interested",
                     "type": "stage_count",
                     "stages": [
                       "interested"
                     ]
                   },
                   {
                     "label": "Offered",
                     "type": "stage_count",
                     "stages": [
                       "offered"
                     ]
                   },
                   {
                     "label": "Hired",
                     "type": "stage_count",
                     "stages": [
                       "hired"
                     ]
                   }
                 ]
               }
             ]
           }
         ]
       },
       {
         "title": "Current Sourcing Status",
         "cards": [
           {
             "type": "currentProspectPipeline"
           },
           {
             "type": "weeklySourcingActivities"
           }
         ]
       },
       {
         "title": "Sourcing Activities (since community creation)",
         "cards": [
           {
             "type": "prospectProgression"
           },
           {
             "type": "outreachConversion"
           }
         ]
       }
     ],
   

   Important Notes

   1. Implement Position Overview version 2 instead of older Pipeline Overview.
      
   2. If customers have T2 implementation, they should be moved to position_overview_v2_gate.

   FAQ

   1. Why can’t I see Position Details in the Position Analytics tab?

   We have removed the Position Details information with the introduction of the ta_pipeline_ux_refresh_2022_gate feature.

   2. Why don’t we have Export Report functionality for Communities?

   The previous implementation didn't include Export Report functionality. Currently, we are not investing in the Overview page. Additionally, Communities are designed to be used from the TA platform since they don't involve ATS. If you still need reports, use Data Hub.