Analytics Setup

The Analytics follow a basic setup process. You will begin by Building charts which are made up of data sets, groups and data points respectively. Once these are configured Teams and Key Metrics can be added as well.

Add a Data Set

These Data Sets will show as folders under your Metrics tab within the Analytics Menu. This means they have the ability to be ran by Time, Client, Employee, Job or Team.

  1. Select the Administration tab from the Analytics Menu
  2. Choose Data Set Configuration
  3. Select the 3 Bar Menu icon in the top right corner of your Analytics
  4. Choose Add Chart Data Set to create a new Data Set
  5. Choose your Data Set Type. Note that this cannot be changed after your Data Set is configured. We recommend choosing “Activity or Pipeline” as to not limit your analytics should you decide to alter them.
  6. Enter the New Data Set name, this will be the name of your Data Set and will appear on the Analytics Menu on the left.
  7. (Optional) Enter a Data Set Description
  8. Save your Set

Add a Group and Data Point

The Data Sets are made up of any combination of Groups, which will contain the data points being analyzed.

  1. From the Data Set Configuration tab within the Administration tab locate the appropriate Data Set
  2. Choose the Plus icon to create a Group within your Data Set
  3. Select the Data Point type that will be in this group. Note that a Group can only have either Activities or Pipeline Events, but a Data Set may contain multiple different types of Groups
  4. Give your Group a name and description
  5. Search the list of Available Data Points and use the arrow icons to move the desired events to Selected.
    1. Hold CTRL to select multiple events
    2. Hold SHIFT to encompass a group of events in your selection
    3. Drag and Drop items between Available and Selected
  6. Save your Group

You may continue to add Groups to your Data Set which will be included when running your analytics, we however, do not recommend creating more than twenty Groups.
Once your Data Set is created, it will be added to your Analytics menu.

Creating Teams

Teams are used to pull analytics for a certain group of people. For instance we may want to see our Business Development Metrics, but only taking Bob, Joe, and Sue’s numbers into account.

  1. Select the Administration tab from the Analytics Menu
  2. Choose Teams
  3. Select the Menu icon in the top right corner of your Analytics
  4. Choose Add Team
  5. Enter a Team Name and Team Description
  6. Save New Team
  7. Select Add User To Team from the right side of the group you have created
  8. Choose the users you would like to include in your analytics, by moving them from Available to Selected
  9. Click Save to complete your team.

Creating Key Metrics

Key Metrics will be used to see the KPIs you are analyzing. Please note; you must setup Goals before you are able to develop your Key Metrics.

Creating Goals

In order to create Goals within your Analytics you must first create your Data Sets and be logged in as the Analytics Power User.

  1. Select the Administration tab from the Analytics Menu followed by Goals.
  2. Select the link in the blue box to add a new KPI, you may also add a new KPI through the options menu in the top right corner.
  3. Select the Data Set for which you wish to set goals.
  4. Enter a display name for this KPI in the “KPI Display Name” box
  5. Select the direction you would like the trend to head. For instance; “Higher is Better” would be appropriate when analyzing “Phone Calls Made” whereas “Lower is Better” when analyzing “Rejected Candidates.”
  6. Use the spreadsheet to enter goals for each user per month.  

Customizing Key Metrics

  1. Select Administration from the Analytics Menu
  2. Select Configure Key Metrics
  3. Select the Options Menu in the top right corner and choose Add.
  4. Once on the Add New Key Analytic Screen you will give your Key Metric a name as well as assign it to the appropriate users. This is done by moving the user name to the right side of the screen in the “Selected” column. These users will see the Key Metric upon logging in to the Analytics.
  5. Now you will open the Action dropdown for the appropriate Key Metric and choose Design
  6. Select one of the eight blank rectangles which will appear at the top of the screen, “Add” will appear when you hover over an available slot.
  7. You will then be presented with each of the Goals you have created. Choose the timeframe for which you wish to analyze this goal; Weekly, Monthly, Quarterly, or Yearly.
  8. Once your timeframe is chosen the Goal is analyzed (Using Sample Data), you may view the goal in fraction form (number complete over goal number), circle chart with the black bar representing your current number complete, and the statistics of the current time frame vs. previous.
  9. Click the Chart button to add a Chart to your Key Metric as well. Here you will select any of your data sets and the timeframe you wish to have easy access to.

No need to save this screen, the changes can automatically be viewed by the user from the Analytics Menu.

Sending Key Metrics

An Analytics Power user can schedule Key Metrics to be sent to PCRecruiter users on a recurring basis. A Key Metric must be established before you can schedule it to send.

  1. Select the Administration tab from the Analytics Menu
  2. Choose Configure Key Metrics
  3. For the desired Key Metric select Action – Schedule
  4. Select Add
  5. Choose who will receive the designated Key Metric in their email by moving them to the selected area.
  6. Choose Next
  7. Select the desired frequency you would like them to receive this email
  8. Enter the additional information requested for sending
  9. Choose Next
  10. Choose if you would like the email received to be send as “Inline HTML” (body of the email) or as a PDF Attachment. You may configure the email being sent as well.
  11. Finish to complete set. These emails will send in the early hours of the morning of their designated send days.