Permissions: Site Admin, or Job Admin with a Sourcing Automation seat (Standard or Admin)

Product tier: Available for all subscription tiers with Sourcing Automation add-on

With Greenhouse Recruiting's Sourcing Automation, you can easily report on key metrics to capture your team's success in reaching prospects via automated messaging.

The leaderboard report shows each sourcing automation user and the number of actions taken by each person, including prospect lookups, contacts, messages sent, tasks, replies, and meetings booked.

Leaderboard report

To create a leaderboard report, click Reports on your navigation bar.

Screenshot of Reports button

Click Essential reports on the left.

Screenshot of Essential reports button

Scroll to the Assess Your Prospecting Efforts (CRM) section and click Sourcing Automation – Leaderboard.

Screenshot of Sourcing Automation –  Leaderboard report button

The leaderboard report generates.

Screenshot of the leaderboard report.

The leaderboard report displays the following information:

  • Sourcing automation user
  • Total lookups
  • Total contacts
  • Total messages
  • Total tasks
  • Total replies
  • Total meetings booked
  • Total prospects converted to candidates
  • Total prospects marked as hired

Note: The user credited is the owner of the campaign pool, not necessarily the user who completed the action.

Leaderboard report filters

Click Filters and more to apply filters to your report.

Screenshot of Filters and more on a leaderboard report

The leaderboard report can be filtered by the following:

  • Activity date

Click Apply after applying any filters to your report.