Explore dashboards in Advanced Analytics

You can find the Shared collection in the left navigation sidebar. If you need a refresher, check out the article on how to find data in Advanced Analytics.

We’ll work with the Default dashboard pinned in the Shared collection.

In Advanced Analytics, you can explore the numbers behind every dashboard and chart by viewing them in table format.

1.Go to the default dashboard in the Shared collection

You should see multiple tabs and cards with charts. For example, the “Candidates added per month” card shows the new candidate count for each month. The data shows an interesting seasonal pattern for candidates, so let’s explore it further!

2.Open the question “Candidates added per month” by clicking on the chart title in the dashboard.

From the question view, you can add summaries and filters, but first, let’s look at the raw results behind the question.

3.See the results as a table by clicking on the table icon under the chart.

Each row represents a month, and there are two columns: one for created on: month and other for count of candidates, corresponding to the series displayed on the chart.

You can switch back to visualization by clicking on the chart icon next to the table icon.

You can modify a chart’s visualization without affecting other users unless you overwrite the question.

For example, you can switch between showing time series as a bar chart or a line chart, or maybe you just really hate pie charts (not us – we love all our charts equally). And our pies are technically donuts.

Let’s make “Candidates added per month” into a bar chart.

1.Open the question “Candidates added per month” from the Shared Collection.

2.Open the visualization sidebar by clicking on the “Visualization” icon in the bottom left of the chart. You’ll see that this is currently a line chart.

3.Switch to a bar chart by clicking on “Bar”.

Now the series – total candidates added per month will be represented by bars.

Many charts in Advanced Analytics allow you to drill down into data by simply clicking on a data point.

1.Open the default dashboard and switch to the “Deals & Companies “ tab.

The “Total Deals by Deal Stage” chart shows the number of deals for each deal stage. The Won stage has the largest number of deals.

We can dive deeper into these numbers and look at the deals that contribute to this.

2. Look at all deals in Won stage on the “Total Deals by Deal Stage” chart:

Let’s look for all Won stage deals for a specific filter.

3. How can I filter deals by a specific owner?

Once you’ve drilled down to a table view, you can further refine the data:

Find all records for deals with “Vivek Singhs” as Owner Name:

3.Select name of the person you want to filter out by and click add filter

4.The table will now show only deals in won stage for this owner.

5.You can continue drilling further, for example, by clicking on a Collaborator name to filter deals for that owner and collaborator.

6. Return to the original “Total Deals by Deal Stage” question by clicking on “Started from Total Deals by Deal Stage” at the top left of your screen.

The drill through options that you get depend on the type of chart you’re using and your data: for example, on time series charts you can select a time period to zoom in on it.

You can explore the data behind the dashboards and questions on your own. For example, you can

Dashboards aren't just static charts, you can view the underlying data as a table, switch visualization types, and drill down into individual records to investigate the patterns behind the numbers. These exploration tools help you move from a high-level chart to specific, actionable insights without leaving Advanced Analytics.

If you need help at any stage, feel free to reach out to Recruit CRM support for further assistance.

Hope this helps!