Permissions: Job Admin and above who have access to CRM
Product tier: Available for Advanced and Expert subscription tiers
Sourcing prospects can be a fruitful way to get incredibly qualified candidates for a job, yet nurturing them can take time and effort. It's valuable to show stakeholders that the time and energy expended on prospects as a sourcing strategy is worth the investment.
With the prospect conversion report, you can understand and demonstrate how many of your prospects became candidates, and how far they made it in the recruiting process.
Prospect conversion report
To create a prospect conversion report, click Reports on your navigation bar.
Click Essential reports on the left.
Scroll to the Assess Your Prospecting Efforts (CRM) section, and click Prospect Conversion.
The prospect conversion report will generate.
The prospect conversion report will display information for the following:
- Prospect pool
- Total prospects in pool / stage
- Total prospects converted to candidates
- Total prospects hired
The prospects in pool / stage column represents the number of prospects in each pool / stage – including prospects who were in that prospect pool / stage when no longer considered and those that were in that prospect pool / stage when converted to a candidate.
The converted to candidate column represents how many people out of that initial group of prospects became a candidate for a job.
The assessment, face to face, and offer columns represent how many people out of the initial group of prospects reached these respective pipeline milestones.
The total hired column represents how many people out of that initial group of prospects were ultimately hired for a job.
Prospect conversion report filters
Click Filters and more to apply filters to further refine your report.
The prospect conversion report can be filtered by the following:
- Hiring team role
- Custom field
- Date added
- Include migrated candidates
Additionally, you can organize the report rows by prospect pool and stage, prospect owner, job, department, source, or event.
Note: By default, the date added filter is set to the current year.