Understanding Your Pipeline Analytics

PlacementFlow tracks your entire recruitment funnel — from sourcing to placement. This guide explains what each metric means and how to use analytics to measure your ROI.

The Analytics Dashboard

Go to Insights. The interviews section shows three cards:

Each metric includes a trend indicator showing how you're doing compared to the previous period.

Time Range Filters

Use the time range selector to view:

• This month
• Last 30 days
• Quarter to date
• Year to date

Each trend compares with the period of the same length before it.

The Sourcing Pipeline

The sourcing section of the same page shows your funnel from outreach to placement:

Reached → Replied → Qualified → Screened → Submitted → Interviewing → Placed

Below the funnel, a table shows each campaign's people reached, replies, reply rate and interested replies.

Reading Conversion Rates

Low conversion at a specific stage tells you where to focus:

• Low reached → replied: tighten your targeting
• Low replied → qualified: the audience isn't the right fit for the role
• Low submitted → placed — calibrate your client matching

Submission Emails

The Submission emails section shows each submission you sent a client, with its follow-ups:

Higher engagement means your submissions are relevant. If engagement is low, refine your candidate matching or screening notes.

Interview Analytics

The Time-to-Schedule Trend chart shows the daily average scheduling time over the period.

Placement Retention

The Retention Card tracks long-term placement success:

Your retention rates appear alongside benchmarks so you can see how you compare. Higher retention means better matches.

Desk ratios

With two or more desks, a Desk ratios card compares them side by side, and Desk comparison at the bottom of the page has the full breakdown.

Revenue Forecast

The Revenue section projects pipeline revenue based on:

• Current pipeline (candidates at each stage)
• A fixed likelihood for each pipeline stage
• Your recorded placement fees

It is a projection from your pipeline, not a prediction about any one person.

Measuring ROI

The AI Desk ROI card on Insights shows your placement fees, what PlacementFlow billed you, and Fees minus PlacementFlow cost, all time. It also shows how many people engaged out of those reached.

The sourcing pipeline and retention metrics show where your desk is strong and where to tighten — a healthy pipeline and high retention mean fewer failed placements and higher client satisfaction.

What Happens Next

Use analytics weekly to spot trends. If a metric drops, investigate that stage of your pipeline. Over time, your retention record becomes proof of the quality your desk delivers.