The User Engagement Dashboard in Vincere provides insight into how your consultants are engaging with the platform. It helps you track activity levels, monitor the effectiveness of your Vincere CRM implementation, and measure user adoption and “stickiness” by tracking consistent engagement over time.
⚠ Important and Permissions
The dashboard shows the number of actions taken in Vincere. It does not track performance against targets such as Goals or KPIs.
User logins are counted only for web application logins, not mobile app usage.
To see the User Engagement Dashboard, users must have the User Engagement permission under Analytics Basic.
For Admin Users
Go to Settings, then click User Management.
Find and click the user name (including your own, if needed).
Click the Permissions tab and scroll to the INTELLIGENCE section.
Under Analytics Basic, select User Engagement.
Click Save.
For Non-Admin Users
If you cannot see the User Engagement dashboard under Intelligence, contact a colleague with admin rights and ask them to enable Analytics Basic in User Engagement for your user.
Key Features
Engagement Overview: See the total number of each activity type completed in the selected time period.
By Consultant: View activity broken down by consultant to understand who is actively using the platform and compare engagement levels.
Report Data: Review activity data by Entity and in a Drill-Down Log, showing both unique records and all actions taken in the platform.
Activity Table and Chart View: Access a table of all selected activity types with a monthly breakdown plus chart views to track trends over time.
Purpose
The User Engagement Dashboard helps managers:
Measure overall activity levels in the platform.
Identify high-performing users and assess the consistency of their usage.
Support onboarding, ensuring new consultants start using Vincere effectively.
Track CRM adherence, making sure consultants remain active and committed to using Vincere.
Access the User Engagement Dashboard
Click the Intelligence icon in the left-hand panel, then click User Engagement.
If you do not see User Engagement under Intelligence:
Check that your user has the necessary Analytics Basic inside User Engagement permission (see the Important and Permissions section above).
If you are not an admin, ask an admin user to enable this permission for you.The User Engagement Dashboard in Vincere offers insights into your consultants’ engagement with the platform.
Understanding the metrics
The dashboard shows the number of actions taken in Vincere but does not track actions against pre-set targets like Goals or KPIs. Key metrics include:
Total Activities: Activities by type for the selected period.
Average Activities per Consultant: Average activity count per user, useful for comparing engagement across consultants.
These metrics provide a comprehensive snapshot of platform engagement.
Components
Engagement Overview
The Header
This shows you the total number of all selected activity types that were completed in a specific period.
Total Activities: Sum of selected activities for the current month.
Last Month: Sum of selected activities that took place 1 month before.
Previous Month: Sum of total activities that took place 2 months before.
3 Months Ago: Sum of selected activities that took place 3 months before.
1 Year Ago: Total of selected activities of the previous month a year ago (i.e., If the current month is March 2024, this will show the sum of activities of Feb 2023).
📌 Note: The Time filter from the right-hand side panel does not affect the numbers in the header.
The Chart View
This section displays activities by Time and Activity Type. By default, it shows the current month’s data for 10 specific activities:
Activities Include: Meetings - Candidates (Scheduled), Calls - Candidates (Connections), Companies (New), Contacts (New), Jobs (New), Candidates (New), Sent, 1st Interviews (Arranged), Placements, User login.
Customization: Use the Filter panel to select specific activities and time frames for chart display.
📌 Note: These are the activities measured based on actions taken in the platform and not the actions measured against Goal targets.
The Activity Table
This table provides a detailed view of activities, showing the number and percentage of total activities based on selected filters.
Breakdown
Total: Total Number of Activities.
Percentage: Percentage of each activity in relation to total activities.
By Consultant
This section tracks activities by consultants to identify top users and compare average activity levels.
The Header
Key metrics:
Average number, per consultant, of all selected activities performed in the specific time period.
Average Activities: The number of activities taken within the current month ÷ total number of consultants that have activities tracked against them.
Last Month: The number of activities taken 1 month before ÷ total number of consultants that have activities tracked against them.
Previous Month: The number of activities taken 2 months before ÷ total number of consultants that have activities tracked against them.
3 Months Ago: The number of activities taken 3 months before ÷ total number of consultants that have activities tracked against them.
1 Year Ago: The number of activities taken the previous month a year ago ÷ total number of consultants that have activities tracked against them.
The Bar Graph
Total number of each Activity type completed by each consultant in the filtered time period.
This graph shows who is doing what inside Vincere.
The Table View
Like the Activity table per month in the Engagement Overview report, these 2 tables show:
The total number and percentage of activities from the filters you have selected.
A breakdown of the total of each activity per consultant.
Report Data
By Entity
Provides insights into the number of unique records (candidates/ jobs/ contacts/ companies,...) associated with activities.
Drill-Down Log
The Drill-Down Log serves as a detailed log of all activities within Vincere, listed per entity such as Candidates, Jobs, Contacts, Companies, and Deals, which can be filtered for deeper analysis.
Total per entity: This shows the number of unique entities (e.g., candidates/ jobs/ contacts/ companies/ deals) and not the total of activities.
Active: This reflects the number of unique records (candidates/ jobs/ contacts/ companies/ deals) with active applications
The application that has at least 1 candidate pending in one of the application stages (shortlisted to offer), not rejected nor deleted.
List & Definition of Filter Factors
Time Filters
Use time filters to select the desired reporting period.
Today: Current date.
Yesterday: The day before the current date.
This Week: The present week (determined by the set week start).
Last Week: The previous week (determined by the set week start).
This Month: The current month.
Last Month: The previous month.
This Quarter: The current quarter (e.g., October - December).
Last Quarter: The previous quarter (e.g., July - September).
Last 6 Months: From the first calendar date of the past six months to the current date (e.g., April 1 to present).
This Year: From January 1 of the current year to the current date.
Last Year: The full previous year (January to December).
Activity Filters
Choose from various activities to display in the dashboard:
Emails (Sent): Outgoing emails sent to candidates or contacts.
Emails (Received): Incoming emails from candidates/contacts with primary emails registered in the system.
Meetings - Contacts (Scheduled): Meetings scheduled with contacts.
Meetings - Contacts (Completed): Meetings completed with contacts.
Meetings - Candidates (Scheduled): Meetings scheduled with candidates.
Meetings - Candidates (Completed): Meetings completed with candidates.
Calls - Contacts (Connections): Connected calls (inbound or outbound) with contacts.
Calls - Candidates (Connections): Connected calls (inbound or outbound) with candidates.
Companies (New): Newly created company profiles.
Contacts (New): Newly created contact profiles.
Jobs (New): Newly created job listings by the user.
Job Leads (New): Newly created job leads by the user.
Job Leads (Converted): Job leads converted to jobs.
Jobs (Closed): Jobs closed by the user.
Candidates (New): New candidate profiles created by the user.
Candidates (Rejected): Candidates marked as rejected by the user.
Floated: Candidates floated to a distribution list or contacts.
Shortlisted: Candidates shortlisted by the user (does not include job board applications).
Sent: Candidates moved from shortlisted to sent stage (does not include floated candidates).
1st Interviews (Arranged): Candidates moved to first interview stage (actioned date).
1st Interview Date: The date when the first interview is scheduled.
2nd+ Interviews (Arranged): Candidates moved to second or subsequent interviews.
2nd+ Interview Date: The date when second or subsequent interviews are scheduled.
Offers: Candidates moved to the offer stage.
Placements: Candidates moved to the placed stage.
User Logins: User logins via the web application (not mobile app).
Cancelled Interviews: Interviews canceled by a consultant.
Rescheduled Interviews: Interviews rescheduled by a consultant.
Renewals: Renewals created in the system.
Temp Placements Converted to Perm: Temporary placements converted to permanent.
Placements Undone: Placement actions undone.
Contracts Terminated: Contracts terminated by a consultant.
New Deals: New deals created by users.
Won Deals: Deals won by users.
Lost Deals: Deals lost by users.
Additional Filters
Locations – Go to Settings, then click Groups, Tags & Locations, then click Locations.
Branch – Select one or more consultant branches.
Brand – Go to Settings, then click Groups, Tags & Locations, then click Teams, then click Brands.
Division – Go to Settings, then click Groups, Tags & Locations, then click Teams, then click Divisions.
Team – Go to Settings, then click Groups, Tags & Locations, then click Teams, then click Teams.
Consultant – Go to Settings, then click User Management, then select individual consultants/users (active or inactive).
Consultant Status – Choose whether to include or exclude inactive users (inactive users are included by default).
Job Category – Filter by job category.
Linked to Jobs – Show only activities linked to jobs.
Linked to Job Leads – Show only activities linked to job leads.
No Job Links – Show activities not linked to jobs or job leads.
Week Start – Set the start day of the week (default is Monday, but you can change it to Sunday).
Appendix
How Activities are Counted
Email Activities
1. Emails (Sent)
Counted when:
A comment, tagged as "Email Sent | Contact" or "Email Sent | Candidate," is created against a contact or candidate.
Emails sent using the "Actions, then click Email" feature directly from within Vincere are counted as activities. This includes emails sent directly from contact or candidate records.
An actual email is sent to a contact or candidate from their record profile.
📌 Note: If both a comment and an actual email are recorded, the activity appears twice in the dashboard.
2. Emails (Received)
Counted for all emails received from candidates or contacts whose primary email is in the system. However, replies and forwarded emails are not tracked, nor are internal emails exchanged between users within the Vincere platform.
Meeting Activities
Meetings - Contacts (Scheduled): The meeting must be linked to the activity "Meeting | Arranged | Contact."
Meetings - Contacts (Completed): The meeting must be linked to the activity "Meeting | Attended | Contact."
Meetings - Candidates (Scheduled): The meeting must be linked to either "Meeting | Arranged | Candidate | New" or "Meeting | Arranged | Candidate | Existing."
Meetings - Candidates (Completed): The meeting must be linked to either "Meeting | Attended | Candidate | New" or "Meeting | Attended | Candidate | Existing."
Call Activities
Calls - Contacts (Connections): The call must be linked to "Phone call | Contact | Inbound | Connected" or "Phone call | Contact | Outbound | Connected."
Calls - Candidates (Connections): The call must be linked to "Phone call | Candidate | Inbound | Connected" or "Phone call | Candidate | Outbound | Connected."
Additional Activity Types
Companies (New): Based on the creation date of new companies.
Contacts (New): Based on the creation date of new contacts.
Jobs (New): Based on jobs created by users on the creation date.
Job Leads (New): Based on job leads created by users on the creation date.
Job Leads (Converted): Counted when a user clicks "Convert to Job" rather than manually changing the job category inside job details.
Jobs (Closed): Counted based on the closed date of jobs.
Candidate Activities
Candidates (New): Counted for candidates created by users based on the creation date, excluding those added by bulk parsing or EH.
Candidates (Rejected): Counted when candidates are marked as rejected by users.
Floated: Counted when candidates are floated to a distribution list or contacts, marked as "floated."
Shortlisted: Counted when a user manually shortlists a candidate (does not include candidates shortlisted via job board applications). Applicable to both jobs and job leads.
Sent: Counted when a user manually moves a candidate from "shortlisted" to "sent" stage, excluding floated candidates. Applicable to both jobs and job leads.
1st Interviews (Arranged): Counted based on the date a user moves a candidate to the 1st interview stage, with or without an interview schedule. Applicable to both jobs and job leads.
1st Interview Date: Based on the scheduled date of the interview; marking the interview as completed is not required for reporting.
2nd+ Interviews (Arranged): Counted based on the date a user moves a candidate to the 2nd or further interview stages. Applicable to both jobs and job leads.
2nd+ Interview Date: Based on the scheduled date of the interview; marking the interview as completed is not required.
Offers: Counted when a candidate is moved to the "offer" stage, applicable to both jobs and job leads.
Placements: Counted when a candidate is moved to the "Placed" stage, based on the "Placed Date" (not "Booked Date"). Applicable to both jobs and job leads.
Other Actions
User Logins: Based on web application logins only, not mobile app usage.
Cancelled Interviews: Counted when an interview is cancelled by a consultant.
Rescheduled Interviews: Counted when an interview is rescheduled by a consultant.
Renewals: Counted when a renewal is created in Vincere.
Temp Placements Converted to Perm: Based on the action of converting a temp placement to permanent.
Placements Undone: Counted when a consultant selects "undo placement."
Contracts Terminated: Counted when a consultant selects "Terminate Contract."
Deals (New, Won, Lost): New, won, and lost deals as created and updated by users.
Activity Logging Rules
Comments: Logging a comment does not require extra actions; it's automatically counted.
Tasks: A task must be marked as "completed" to be counted in the User Engagement dashboard, which records the task on the date marked as completed and credits the user who marked it complete, not the creator.
Pipeline Stages: If consultants skip stages in the ATS pipeline, those stages are not counted in User Engagement.
Data Export
To export data:
Use the right-hand filters to select your desired data.
Then click the Excel button on the top right.
📌 Note: Exports include up to 10,000 activity records per tab.
Dashboard Interaction
The dashboard is interactive, allowing users to:
Hover for Details: See more information on specific data points.
Activity Filtering: Click an activity type to refine data.
Sort Data: Click column headers to reorder data for easy analysis.
This interactive setup makes it easier for users to explore data in detail, refine the report, and identify trends quickly.
Happy Recruitment #TheVinnyWay🤩