Outreach Analytics Dashboard

Table of Contents

• Overview
• How Does It Work?
  • Data Points and What They Mean
  • Filter Data
  • Grouping Data
• Who Is It For?

Overview

The Outreach Analytics dashboard highlights areas of outreach success (number of candidates contacted, who replied and who showed interest) and opportunities for improvement, enabling your teams to dive deeper into their data. It's designed for recruiters, sourcers, TA leaders and Ops managers to quickly access information on their teams' outreach efforts through Findem.

How Does It Work?

The primary view of the Outreach analytics dashboard shows the outreach conversion funnel, which highlights:

• Volume of candidates who were first contacted when their campaign started (in the designated timeframe)

  • of those candidates, how many replied
    • of candidates who replied, how many expressed interest

The dashboard also shows these same numbers as pass-through percentage rates rather than the funnel.

Data Points and What They Mean

Unlike other dashboards in the analytics tab, users directly select up to two levels of how their outreach conversion data is grouped in the table of this report.

Search Owner and Campaign Owner can also be grouped by team hierarchies as-designated by your organization. Work with your CSM to ingest and update your team’s hierarchy information.

Data Group	Field	Description
Candidates	Gender	Gender of contacted candidate group
Candidates	Ethnicity	Ethnicity of contacted candidate group (only available for users who sign the requested DPA)
Projects	Project Name	Name of Findem Project
Users	Project Owner	Findem User who is listed as “owner” of a Project in Findem
Users	Project Owner Team Level 1	Level of recruiting team hierarchy (as-requested by your organization)
Users	Project Owner Team Level 2	Additional Level of recruiting team hierarchy (as-requested by your organization)
Users	Campaign Owner	Findem User who is listed as “owner” of a sourcing campaign
Users	Campaign Owner Team Level 1	Level of recruiting team hierarchy (as-requested by your organization)
Users	Campaign Owner Team Level 2	Additional Level of recruiting team hierarchy (as-requested by your organization)
Campaigns	Campaign Name	Name of sourcing email campaign used to contact candidates
Candidates	Country	Country where contacted candidates are located
Candidates	Company	Name of Company where candidate worked at the time they were shortlisted
Users	Shortlisted By	User in Findem who shortlisted a candidate on a specific Project
Candidates	State	State where contacted candidates are located

Filter the Data

The dashboard filters allow you to show any individual user's outreach information. So for example, you may want to search yourself to see your outreach efforts visualized. To do so:

1. From the Filters option, choose Project owner and locate or input your name, then click Apply.
   
2. The funnel will filter only your individual stats.
3. From here you can export your report as a PDF or CSV file to share.

Grouping the Data

In addition to filtering your data however you'd like, you can group data to help tell the appropriate story with the information. Say for example you need to convey the progress of individual Projects you're conducting to a manager.

First, ensure you filter the data accordingly before you begin grouping. To group by your data:

1. In the Grouping option, choose Project Name and apply.
2. This will change the data below your funnel to highlight the names of Projects that you own. You can see the Projects that are offering the most and least success in terms of outreach and response/interest.
   
3. To organize your grouped data, select to display by most contacted, most replied or most interested by clicking one of the words at the top.Your data will automatically rearrange to show most or least plus the data point you want shown.
   
4. As always, you can export this data via PDF or CSV by scrolling back to the top, above the funnel graph, and clicking the PDF icon or download icon.
   

Who Should Use This Dashboard?

The list below breaks down the ideal user types who may receive value from this dashboard, date ranges they should filter the data by, and questions that this dashboard can help answer.

TA Leaders

Should they use this dashboard? Yes, for grouping across teams, or by aggregated candidate groupings on relevant candidate demographics across the last 90 days

Questions answered:

• How many candidates are contacted through my organization’s outreach efforts?
• How are different candidate groups converting through my organizations outreach efforts?
• Which locations are driving positive or negative outcomes in my organization’s recruiting efforts?
• Which teams are seeing higher/lower rates of outreach conversion?
• How well is my organization able to contact a representative slate of interested candidates, relative to my organization’s goals?

TA Ops Managers

Should they use this dashboard? Yes, for grouping the data at the team level or across users from the last 90 days.

Questions answered:

• How does outreach conversion differ across users, Projects or campaigns?
• Which locations are generating more/less interested candidates?
• Which campaigns are used the most by which teams?

Recruiters

Should they use this dashboard? Yes, filtered to their outreach efforts (where they are Project Owner, Campaign Owner, or user who shortlisted a candidate) over the last 90 days

Questions answered:

• How many candidates have I contacted?
• How have these candidates responding to my outreach?
• What sourcing campaigns am I using to contact candidates?
• Which searches are producing interested candidates?

Sourcers

Should they use this dashboard? Yes, filtered to their outreach efforts (where they are Project Owner, Campaign Owner, or user who shortlisted a candidate) over the last 90 days

Questions answered:

• How many candidates have I contacted?
• How have these candidates responding to my outreach?
• What sourcing campaigns am I using to contact candidates?
• Which searches are producing interested candidates?

Hiring Managers (with no active sourcing)

Should they use this dashboard? Yes, via views curated by their relevant Recruiter and Sourcer.

Questions answered: 

• How are specific Projects progressing?
• What locations are responding well to outreach efforts on my Projects?

Business Leader (Non-TA)

Should they use this dashboard? No. We recommend TA Leaders and Ops share the associated metrics to their leadership.

Questions answered: 

• How well is my organization able to contact a representative slate of interested candidates, relative to my organization’s goals?
• Which locations are driving positive or negative outcomes in my organization’s recruiting efforts?