Introduction to CRM Analytics

Table of Contents

The Purpose of CRM Analytics

Key Terms to Understand

How to Access the CRM Analytics Dashboard

How to Interpret Data Found in the Dashboard

FAQ

The Purpose of CRM Analytics

CRM Analytics is a dashboard designed to give a clear, top-level view of how Findem CRM is being used and how Talent Communities (TCs) and Talent Pools (TPs) are growing over time.

The metrics care primarily intended for Talent Brand Managers and TA Operations to report progress and program health to leadership. Some teams may also have individual recruiters and sourcers use this view to understand their contribution to CRM growth and campaign engagement.

User Persona	Should use CRM Analytics (Direct Access)?	Recommended Time Period	Questions Answered
Talent Brand Manager	Yes	Last 90 Days (Default)	How quickly are our Talent Communities and Talent Pools growing?
			How many opted-in marketing contacts do we have, and how is that trending?
			Which communities are most active, and where should we invest more effort?
TA Ops Manager	Yes	Last 90 Days (Default)	Is CRM adoption increasing over time?
			Which communities, pools, and owners are driving activity?
			What is the overall volume of candidates and marketing contacts being managed in CRM?
Recruiter/Sourcer	Sometimes (team dependent)	Last 90 Days (Default)	How much activity is happening in the communities and pools I own?
			How are my nurture campaigns performing (opens and clicks)?
			How many candidates am I adding to Talent Communities and Pools over time?
Business Leader (Non-TA)	No (recommended via shared metrics)	N/A	What is the overall CRM program impact and growth trend?

Key Terms to Understand

• Marketing Contact: A candidate who belongs to a Talent Community and has opted in to receive marketing communications.
• Candidate Added to TC/TP: A candidate added to a Talent Community or Talent Pool by any action other than the candidate signing up. This can include manual adds, campaign-related actions, imports, and candidates added by Dynamic Talent Pools.

How to Access CRM Analytics

1. Open your web browser and log into Findem (https://app-next.findem.ai).
2. Select CRM from the left-hand navigation menu.
3. From the CRM page, click Analytics from the navigation options at the top.

How to Interpret Data in the Dashboard

Read from top-to-bottom. The view begins with filters across the top.

Filters

• Time period: By default, the time filter is set to Last 90 Days.
  • Important: The time filter only impacts time-based charts (for example, candidate additions over time and signups over time).
• Any Community: Focus the dashboard on all Talent Communities or a specific Talent Community.
• Any Pool: Focus the dashboard on all Talent Pools or a specific Talent Pool.
• Any Campaign Owner: Only relevant for the CRM Campaign Activity section (does not impact other parts of the dashboard).

Filtering (Community vs. Pool)

If your goal is to review data for one specific Talent Community or one specific Talent Pool:

1. Select the specific Community (or Pool) you want to analyze.
2. De-select all entries from the other CRM group type (Community vs. Pool) to keep the scope clean and avoid mixing results.

Reports and How to Use Them

Note:

If dashboards are slow to load, it's often related to the overall size of your Talent Communities and Pools.

Report	Description
Talent Communities/Pools	Total count of Talent Communities and Talent Pools in scope (based on selected filters). Use this to confirm the program footprint and validate that filters are set correctly.
Total Candidates in TCs/TPs	Total candidates across the selected communities and pools. This is a high-level measure of overall CRM database size.
Total Marketing Contacts	Total opted-in marketing contacts in scope. Use this to understand the size of the audience that can receive nurture campaigns and other marketing communications.
Candidates Added to TCs/TPs	Count of candidates added to Talent Communities or Talent Pools by any method other than candidate signup (for example manual adds, imports, and Dynamic Talent Pools). Use this as a directional measure of CRM sourcing and list-building activity.
Talent Community Signups	Count of candidates who signed up for a Talent Community (candidate-initiated). Use this to measure inbound engagement with your talent brand and community acquisition efforts.
Active Talent Communities/Pools	A table summarizing the active communities/pools, including the count of active TCs/TPs and associated candidate and marketing contact totals. Use this to spot which communities/pools are driving the most scale.
CRM Campaign Activity	Summary of nurture campaign performance for the selected scope. Use Campaign Owner when you need to attribute campaign volume and performance to a specific owner. This section includes counts for Sent, Opened, Clicked, Replied, and Converted to App, and helps identify whether campaigns are reaching and engaging the opted-in audience.
Candidates Added to TCs/TPs (over time)	Trend view of candidates added over time (impacted by the time filter). Use this to understand whether CRM growth efforts are accelerating, steady, or slowing.
Talent Community Signups (over time)	Trend view of community signups over time (impacted by the time filter). Use this to evaluate the impact of talent brand initiatives and signup channels on inbound community growth.
Candidates Added to TCs/TPs by User	Breakdown of candidate additions by user. Use this to understand which team members are contributing most to TC/TP growth.
Candidates Added to TCs/TPs by User (over time)	Time-based view of candidate additions by user (impacted by the time filter). Use this to spot changes in contribution over time (for example ramping adoption, shifts in ownership, or coverage gaps).
TC/TP Candidates by Current Company	Breakdown of the CRM candidate population by current company. Use this to understand which employers are most represented in your communities and pools.
TC/TP Candidates by Location	Breakdown of the CRM candidate population by location. Use this to understand geographic coverage and to inform targeting and community strategy.
TC/TP Candidates by Education	Breakdown of the CRM candidate population by education. Use this as a directional view of background mix within your CRM audience.
Total TC/TP Candidates by CRM Status	Breakdown of candidates by CRM Status. This field is customer-specific and will only populate for customers who are using this custom field type.

Frequently Asked Questions (FAQ)

Question	Answer
What is the difference between Total Candidates and Total Marketing Contacts?	Total Candidates includes everyone in the selected Talent Communities and Talent Pools. Total Marketing Contacts includes only candidates in a Talent Community who have opted in to receive marketing communications.
What counts as a Marketing Contact?	A Marketing Contact is a candidate who belongs to a Talent Community and has opted in to receive marketing communications.
What is the difference between Talent Community Signups and Candidates Added to TCs/TPs?	Talent Community Signups are candidates who signed up for a Talent Community. Candidates Added to TCs/TPs are candidates added to a Talent Community or Talent Pool through methods other than a candidate signup (for example imports, manual adds, and Dynamic Talent Pools).
Why did my numbers change when I selected both Communities and Pools?	Selecting both Communities and Pools can combine results across both groups. If your goal is to review one specific Community or one specific Pool, select the one you want to analyze, then de-select all entries from the other group type.
Which parts of the dashboard are impacted by the time filter?	The time filter impacts time-based charts (for example, Candidates Added to TCs/TPs over time and Talent Community Signups over time). Some summary views may represent current state or totals and may not change with the time filter.
Why doesn’t Campaign Owner change the rest of the dashboard?	Campaign Owner is only relevant for the CRM Campaign Activity section. Other sections of the dashboard will not change when Campaign Owner is adjusted.
What do the CRM Campaign Activity columns mean (Sent, Opened, Clicked, Replied, Converted to App)?	These columns summarize campaign engagement and downstream outcomes: messages sent, messages opened, messages clicked, replies received, and conversions to an application. Use these metrics to understand campaign reach, engagement, and impact.
Why is the “Total TC/TP Candidates by CRM Status” chart empty?	CRM Status is a customer-specific field. This chart will only populate for customers who are using this custom field type.
Why does this dashboard sometimes take longer to load?	Load time is often related to the overall size of your Talent Communities and Pools, and the amount of data included in the selected scope.