Pulse Dashboard Metric Source

Introduction

The Pulse module in Recruitly provides a comprehensive overview of your recruitment performance through a wide set of system metrics. Each metric is automatically calculated based on activity across your CRM, ATS, and communication tools. This article outlines where each metric is sourced from, helping you better understand how your data is generated and how to interpret each metric accurately.

Opportunities Won

Counts all Opportunity records that have been moved to the Won stage. This includes any Opportunity marked as successfully closed with a confirmed outcome.

Billings

Pulls billing amounts from Placement records. This reflects the total billed value recorded against completed placements.

Leads

Counts all Lead records created within the Leads module. Every new lead that enters the system adds to this total.

Opportunities

Pulled from all Opportunity records created in the Opportunities module, regardless of stage or progress.

Contacts

Counts all Contact records created within the Contacts module.

Candidates

Pulled from all Candidate records created in the Candidates module. Every new candidate profile contributes to this number.

Candidates Shortlisted

Counts candidates moved into the Shortlisted stage for any Job. Each time a candidate is added to a shortlist, the count increases.

Jobs

Pulled from all Job records created in the system. This includes open, closed, filled, and archived roles.

Jobs Advertised

Counts Jobs that are published or advertised externally. Only roles marked as actively advertised are included.

Placements

Pulled from Placement records created in the Placements module. Each placement created adds to this total.

Marketing Campaigns

Counts the number of email campaigns created within the Marketing module. Each campaign created is included regardless of send status.

Interviews

Pulled from Interview records linked to Jobs. Each scheduled interview connected to a job opening is counted.

Candidate Submissions

Counts the number of CVs submitted to contacts. Every CV sent to a hiring manager or client adds to this value.

Events Scheduled

Counts calendar events created across the system. Calendar events include meetings, calls, reminders, and other scheduled activities added to records such as contacts, candidates, and companies.

Emails Sent

Pulled from outbound email logs. This includes any email sent through the system, including manual emails and automated messages.

Offers

Counts all Offer records created in the job pipeline. Each created offer, regardless of acceptance, adds to this total.

Interview Value

Pulled from interviews linked to Jobs where a financial value is associated. This helps track interview activity tied to revenue estimates or fee potential.

Pipeline Value

Pulled from the total value of all Open Opportunities. This reflects the current potential revenue still in progress.

Jobs Value

Pulled from job level value fields such as fees, salary bands, or contract value. It reflects the financial scale of open or managed roles.

CV Spec Outs

Counts speculative CV submissions sent to clients. Each speculative submission increases this total.

Leads Closed

Pulled from Leads marked as Closed or Converted. This includes leads that reached an outcome or were moved into another relationship type.

Opportunities In Pipeline

Counts all Opportunities that remain open. Any Opportunity not marked Won or Lost is included.

Interviews (2nd Round or Final)

Pulled from interview records tagged as second stage or final stage. Only interviews marked with these specific stages are included.

Interviews (First Stage)

Counts interviews tagged as first stage. These represent initial screening or introductory interviews.

Emails Received

Pulled from inbound email logs. This reflects any incoming email captured by the system.

Client Meetings

Counts scheduled events that are logged as client meetings. These are calendar events tagged with a client related meeting type.

Candidate Meetings

Counts calendar events logged as meetings with candidates, including interviews, registrations, and screening sessions.

Recognized Revenue

Pulled from placements where revenue has been recognized. Only placements marked as recognized are included.

Email Sequences

Pulled from activity related to email sequences. This includes steps sent to contacts or candidates as part of automated campaigns.

SMS Sent

Pulled from outbound SMS message logs. Each sent SMS adds to the count.

SMS Received

Pulled from inbound SMS logs. Any SMS received through the system increases this value.

Opportunities Open

Counts Opportunities with an Open status. These are all deals still active and moving through the pipeline.

Opportunities Won (Count)

A count of Opportunities marked as Won. This reflects volume only, not value.

Opportunities Lost

Pulled from Opportunities marked as Lost. These are deals that did not convert.

Placement Commissions

Pulled from commission fields recorded within Placement records. This includes consultant commission amounts tied to successful placements.

Avg. Candidates Per Job

Calculated by dividing the total number of candidate connections by the number of jobs. This shows the average candidate load per role.

Avg. Days for First CV

Calculated from the job creation date to the first CV submission. This measures how quickly sourcing begins for new roles.

CV to Interview Ratio

A ratio comparing how many CVs are submitted vs how many interviews are scheduled. This shows conversion efficiency.

Interview to Offer Ratio

A ratio comparing total interviews vs offers created. It shows how effectively interviews result in offers.

Offer to Placement Ratio

A ratio comparing offers made vs placements completed. This highlights placement conversion strength.

Avg. Time to Fill

Calculated from the job creation date to the placement date. It measures the length of time required to fill a role.

Tasks

Pulled from all task records across the system. Any task created by a user contributes to this number.

Leads Converted

Counts leads marked as Converted. This includes leads converted into any entity type such as contact, candidate, or opportunity.

Job Openings

Pulled from all active job openings that are currently open or accepting candidates.

Open Jobs

Counts Jobs with an Open or Active status. These are roles still being worked on.

Lead to Candidate

Counts leads that were converted directly into candidate records.

Lead to Contact

Counts leads converted into contact records.

Lead to Opportunity

Counts leads converted into opportunity records.