Advanced Analytics with Recruit CRM | Recruit CRM

What is Advanced Analytics?

Recruit CRM’s Advanced Analytics is an embedded analytics solution designed to help users create custom reports, visualize key metrics through interactive dashboards, and easily share insights with teams and external stakeholders.

Please note

Advanced Analytics uses Recruit CRM Credits. The feature consumes 300 credits per user per month or 3,000 credits per user per year, depending on the subscription period.

Click here to learn more about Recruit CRM Credits

Step-by-step instructions on how to use Advanced Analytics

Once you've added the Advanced Analytics add-on for your Recruit CRM account, you can start using the feature immediately from the Reports section.

1. You'll find a section on the Reports page called 'Advanced Analytics.' Clicking on it will take you to the Homepage, where you can find the available collections. Select the respective collection to explore it. You will have a default dashboard in the with some pre-built charts.

2. You can also personalize the default dashboard to fit your needs. Edit it to move tables, rearrange reports across different tabs, adjust visualization options, and more!

3. This, as an interactive dashboard, lets you visualize all the information from various statistics tables and see exactly which records (candidates, contacts, deals, jobs, call logs) the system is referencing. Simply click on the data you want to explore for a detailed view.

Creating custom reports and advanced queries✏️

Create your own custom Dashboards to organize your reports

To start adding and organizing reports in the same view, you first need to create a dashboard. This will allow you to add your statistics and reports, saving them in a single, interactive view where they can be easily accessed and connected with each other.

To create your own new dashboard, click on the "+ New" button located at the top right of your advanced analytics screen and then click on "Dashboard".

Add a name, and a description to the new collection you create, save it anywhere in your library, and then click on "Create".

This will allow you to start organizing and saving your reports in any custom dashboard you create.

Having explored the default and custom dashboards in Recruit CRM, you should know that you can also create custom reports, tables, and statistics, and organize them into your own personalized dashboards.

1. To create custom queries and reports, click the "+ New" button, then select "Question" to create a specific report. You'll then be able to select the entity you want to generate the report from:

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2. Once you've selected an entity for your report, you can choose various aspects and filters related to that entity. For instance, if you select "Candidates," you can specify which candidate fields you want to include in the generated report by clicking on the little arrow next to the title of the entity:

3. You can apply filters to refine your report or analysis, allowing you to obtain results that are precisely tailored to your needs. For instance, you can filter records to include only those with a current salary above a certain amount.

4. You can enhance your report by summarizing the data using various metrics, such as "Average", "Max of", "Min of" or "Sum". Additionally, you have the option to group the summarized results by any field in the records, providing a clearer and more organized view of the information.

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5. Once you've made all the necessary customizations to your report, click on "Visualize" to generate the final, customized report. This will apply all your adjustments, allowing you to see the data exactly as you've configured it.

Create your own collections to save your reports📘

In the advanced analytics feature, you can create your own collections or libraries to save all the dashboards you build. This makes it easy to access and manage your work, ensuring that all your reports and dashboards are organized and stored in one convenient place.

To create your own collection, click on the "+ New" button located at the top right of your advanced analytics screen and then click on "Collection".

Add a name, and a description to the new collection you create, save it anywhere in your library, and then click on "Create".

This will allow you to start organizing and saving your dashboards in a custom library.

Actions you can perform once the report is generated 🤔

1. After generating the report, you can still make adjustments and refine your search. This includes applying additional filters based on entity fields, summarizing the results using metrics, and grouping data by specific fields. You can also open the search editor to modify your search criteria, refresh the results, and save the updated report to any collection or dashboard you've created.

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2. You can also interact with each column or field in the report by clicking on the title. This allows you to apply filters to specific columns, adjust the data distribution, sort the column in ascending or descending order, or even merge it with another column. These options give you greater flexibility in customizing and analyzing your report.

3. You can make your report easier to read by adding extra details and turning it from a plain table into a chart or graph.. For example, instead of keeping the data in a table, you could include variables such as the number of years of experience for each record or who added the record. Then, you can transform this data into a graph (or any other option from the list of visualizations), making it more visually engaging and easier to interpret.

To do this, simply click on the "Visualization" button to change how the table is displayed.

4. Once you've made all the changes and customizations to your report, you can save it by adding a title and description. You can store the report in any collection you've created within your account. Additionally, you have the option to add the generated graph or report to a previously created dashboard, or even the default dashboard, where you can arrange it for optimal and personalized visualization.

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Play with your dashboard 🎉

Now that you've created all the reports you need to track your workflow in a more specific and tailored way, you can save and organize them within your dashboard.

The dashboard functionality allows you to further customize your reports and manage all this interactive information within a single, unified view.

Explore all the features available in your dashboard to maximize its potential and learn how to efficiently manage and interact with the reports you've built.

1. You can further customize your dashboard by adding headings, creating new sections, including any new reports you've created but haven't added yet, and making a variety of other adjustments. This flexibility allows you to tailor your dashboard precisely to your needs, making it a powerful and personalized tool for managing and visualizing your data.

2. You can arrange and prioritize the reports in your dashboard by simply dragging and dropping them into the desired sections. Additionally, you can change the visualization options of the reports directly from the dashboard. This flexibility allows you to organize and display your reports in a way that best suits your workflow and highlights the most important information.

Share your dashboards with anyone 👥

Once your dashboards are fully created and finalized, the next step is to share them with decision-makers or anyone interested in the statistics you've compiled. This ensures that relevant stakeholders have access to the insights and data you've organized.

To share the dashboards you've created, click on the "Share Dashboards Link" button.

Once you click on the "Share Dashboards Link" button, a new window will open displaying all the dashboards created in your account. To share a specific dashboard, simply turn on the toggle next to its name. This will generate a link that you can share with anyone. When someone clicks on the link, they will be redirected to the specific dashboard you chose to share.

You can set your shared dashboard to auto-refresh, ensuring it stays up-to-date without needing to resend it every time the data changes.

To enable this, select a refresh timeframe while editing the dashboard, before sharing it with others.

Navigate to the Dashboard editing window and click on the small clock icon labeled "Auto-refresh". From there, you can select a timeframe for how often the dashboard will automatically refresh.

Once you select a timeframe, a ticking clock icon will appear, indicating when the dashboard will auto-refresh.

And that's it! You've successfully built detailed advanced analytics reports and created interactive dashboards using Recruit CRM and the data from your account.

Congratulations! 🥳

Conclusion:

From viewing the default dashboard to building custom reports, organizing them into personalized dashboards, and sharing auto-refreshing links with stakeholders, Advanced Analytics gives you a complete toolkit for turning your account data into actionable insights. With these fundamentals in place, you're ready to build reports and dashboards tailored to your team's specific needs.

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