User Engagement Activities

How Activities are tracked in the User Engagement dashboard

Ines avatar
Written by Ines
Updated over a week ago

The User Engagement dashboard shows you how many activities were completed inside Vincere, and tells you who on your team is the most active user of the platform.

Below is the list of activity types available in the User Engagement Dashboard and their corresponding actions in Vincere:

User Engagement (Filter)

How the activity is tracked

Email (Sent)

all emails sent from Vincere by the user (except application email actions, i.e. send CV to a client/send confirmation interview/reschedule interview)

Emails (Received)

all emails received that were replied to in Vincere

Meetings - Contacts (Scheduled)

meetings arranged (based on date creation)

Meetings - Contacts (Completed)

meetings that were marked as completed based on the completion date

Calls - Contacts (Connections)

will only count activities related to these actions from the Goal Console:

Phone call | Contact | Inbound | Connected

Phone call | Contact | Outbound | Connected

Calls - Candidates (Connections)

will only count activities related to these actions from the Goal Console:

Phone call | Candidate | Inbound | Connected

Phone call | Candidate | Outbound | Connected

Companies (New)

new companies based on the creation date

Contacts (New)

new contacts based on the creation date

Jobs (New)

new jobs created by the user

Jobs Leads (New)

new job leads created by the user

Job Leads (Converted)

user needs to click on the action: Convert to Job, and not by manually changing the job category inside the job details

Jobs (Closed)

jobs closed by a user

Candidates (New)

new candidates created by the user

Candidates (Rejected)

candidates marked as rejected by the user

Floated

candidates floated to a Distribution list or floated to contacts (marked as floated)

Shortlisted

user has manually shortlisted the candidate (does not count shortlisted candidates from job board applications), not rejected nor to be deleted

Sent

user has manually moved the candidate from shortlisted to the sent stage

1st Interviews (Arranged)

based on the actioned date when a user has moved a candidate to 1st interview with or without an interview schedule, not rejected nor deleted

1st Interview date

based on the actioned date when a user has marked the interview as completed, not rejected nor deleted

2nd+ Interviews (Arranged)

based on the actioned date when a user has moved a candidate to 2nd or 2nd+ interview with or without an interview schedule, not rejected nor deleted

2nd+ Interview date

based on the actioned date when a user has marked the 2nd or 2nd+ interview as completed, not rejected nor deleted

Offers

when the user has moved a candidate to the offer stage (not skipped i.e. Sent to Placed), not rejected nor deleted

Placements

the user moved the candidate to the Placed stage (based on the placed column on the ATS), not rejected nor deleted

User logins

will count based on the times a user has logged in via the web application, not through the mobile app

New Deals

a total of deals created by the user

Won Deals

a total of deals won by the user

Lost Deals

a total of deals lost by the user

Cancelled Interviews

the interview has been canceled by a consultant

Rescheduled Interviews

the interview has been rescheduled by a consultant

Renewals

renewal has been created in Vincere

Temp Placements Converted to Perm

based on the action; converting a temp placement to permanent

Placements Undone

when a consultant selects ‘undo placement’

Placements Terminated

when a consultant ‘terminates a placement'

Refer back to the User Engagement dashboard for more information on how to apply the above filters.

Interested in learning more about Vincere Intelligence?

The User Engagement Dashboard is one of the most popular out-of-the-box dashboards in Vincere Intelligence. If you are not using Vincere Intelligence yet but would like to, we suggest joining our training to learn best practices and what’s new with Vincere Intelligence.

Join our monthly Analytics training webinars.

To request private training sessions, reach out to support@vincere.io


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