Access: Hub plan, administrator or manager role.
Describe your dashboard in plain language
1
Open Analytics
In the sidebar, under My workspace, click Analytics. If you haven’t saved a dashboard yet, the studio opens straight away. Otherwise, click New dashboard.
2
Pick a starting point or describe your own
Under Starting points, five cards are offered: Pipeline health, Velocity and delays, Sourcing and quality, Staffing cockpit, and Interview activity. One click opens the matching dashboard without a generation step.
3
Or write your request
Under Or describe it, the field shows the hint “Describe the dashboard you want to build”. Write what you want to track, then click Generate. The / key puts the cursor in this field from anywhere on the page.
4
Follow the build
The steps show as they happen, then the blocks appear. Stop interrupts the build and takes you back to the studio.
Read the resulting dashboard
The dashboard has a title, a summary sentence, then a discreet line showing Built in N s or Instant render, followed by the number of blocks. After a build, the Step details button reopens the list of steps followed. A dashboard opened from a starting point shows instantly, with no steps to detail, so the button doesn’t appear. Blocks take the form that best suits the measure: key figures in a strip, bars, line charts, conversion funnels, histograms, and tables. Until you click Save, the dashboard only exists on this page.Adjust the dashboard with a new request
The bottom bar shows the hint “Refine: “add the rejection rate by department, switch to 6 months””. Write your correction, then click Send. Each applied request stays displayed above the bar, prefixed with “You:”. Back to the studio starts again from a blank page.Set a target on a metric
A target goes on a saved dashboard that you own. It only goes on a block that shows a single number.1
Open the saved dashboard
From the sidebar or from your list of dashboards.
2
Click the target icon
It appears in the block’s header, with the tooltip Set a target.
3
Enter the value
The Block target window shows the block’s title and asks for a Target value. The block’s unit shows to the right of the field. Click Save.
Edit or remove a target
Open the same block again. The icon now has the tooltip Edit target. Change the value and click Save, or click Remove to clear it. The block goes straight back to showing no target.Get the dashboard analyzed
On a saved dashboard, the Analyze this dashboard button asks for a reading of the figures shown. While it runs, it shows Analyzing…. The analysis covers the current view, filters included. Observations appear in two places:- Those about a specific block sit behind that block’s info marker.
- The others show in a banner above the dashboard.
Who can use Analytics (from the Hub plan, admin or manager role)
Analytics requires two conditions together: an organization on the Hub plan or above, and the Admin or Manager role. The Analytics and Data reliability entries only appear in the sidebar when both are met. A member who reaches the page anyway sees a Restricted access screen: “Dashboards are available to your organization’s admins and managers only.” The difference between administrator and manager is about access, not content. Both roles see the same figures.Good to know
- A target only goes on a single-number block. Charts, funnels, and tables don’t accept one.
- Targets go on a saved dashboard. In the studio, the target icon isn’t offered.
- The analysis only reads the data shown on screen, filters included. It doesn’t look anywhere else.
- Without a connected ATS, your dashboards only cover interviews run in Hirify. A banner at the top of the studio reminds you.
- A built dashboard doesn’t save itself. Without a click on Save, it’s lost when you leave the page.
- The starting-point cards depend on the data actually in your account. A grayed-out card isn’t a malfunction. It’s data that’s missing.
Save, share, and pin
Keep a dashboard, share it, and find it again.
Data reliability
See what’s available and the action that unlocks the rest.
