Candidate Funnel

🔒Requires permission: Events.Funnel

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The candidate funnel provides a visual representation of how candidates progress through the event pipeline, from initial import to active work. It highlights conversion rates at each stage, helping event coordinators identify bottlenecks, measure outreach effectiveness, and forecast staffing levels.

Accessing the Candidate Funnel

1. Navigate to Events in the left sidebar.
2. Select the event you want to analyze.
3. Click the Funnel tab.

info

The Funnel tab requires the Events.Funnel permission. If you do not see this tab, contact your administrator to request access.

Understanding the Funnel Visualization

The funnel displays as a horizontal bar chart with each stage represented as a progressively narrowing bar. The width of each bar is proportional to the number of candidates at that stage.

Funnel Stages

Stage	What It Measures
Imported	Total number of caregivers imported into the event's candidate pool. This is the widest bar and represents 100% of the starting pool.
Contacted	Number of candidates who have been reached through outreach (phone, email, text, survey).
Confirmed	Number of candidates who confirmed their participation.
Arrived	Number of candidates who physically arrived at the event location.
Working	Number of candidates who are currently working or have worked at least one shift.
Completed	Number of candidates who have finished all their shifts.

Reading the Funnel

Each bar in the funnel displays three pieces of information:

1. Count -- The number of candidates at this stage.
2. Percentage of Total -- What proportion of the original imported pool reached this stage.
3. Stage Conversion Rate -- The percentage of candidates from the previous stage who advanced to this stage.

Example funnel data:

Stage	Count	% of Total	Stage Conversion
Imported	200	100%	--
Contacted	180	90%	90% (180/200)
Confirmed	120	60%	67% (120/180)
Arrived	105	52.5%	87.5% (105/120)
Working	100	50%	95.2% (100/105)
Completed	45	22.5%	45% (45/100)

In this example:

• 90% of imported candidates were contacted successfully.
• The biggest drop-off is from Contacted to Confirmed (67%), indicating that outreach-to-confirmation is the primary bottleneck.
• Once candidates confirm, most arrive (87.5%) and begin working (95.2%).
• Completed is lower because the event is still in progress -- many candidates are still in the Working stage.

Declined and Removed Metrics

Below the main funnel, a secondary section shows Declined and Removed candidates:

Metric	Description
Total Declined	Number of candidates who declined at any stage.
Declined by Stage	Breakdown of which stage candidates were in when they declined (e.g., 5 declined from Imported, 12 from Contacted, 3 from Confirmed).
Decline Reasons	Distribution of decline reasons (Not Available, Personal, Pay/Compensation, Location, Other).
Total Removed	Number of candidates removed at any stage.
Removed by Stage	Breakdown of removal stage.
Removal Reasons	Distribution of removal reasons (Credential Issue, DNR, Facility Request, No Response, Duplicate, Error, Other).

Funnel Filters

The funnel can be filtered to analyze subsets of candidates:

Filter by Specialty

1. Click the Specialty dropdown above the funnel.
2. Select one or more specialties (RN, LPN, CNA, etc.).
3. The funnel recalculates to show only candidates with the selected specialties.

This is useful for answering questions like "What is our RN conversion rate compared to CNA?"

Filter by Facility

1. Click the Facility dropdown.
2. Select one or more facilities.
3. The funnel shows only candidates assigned to the selected facilities.

Filter by Date Range

1. Click the Date Range picker.
2. Select a start and end date.
3. The funnel shows only candidates who entered the Imported stage within the selected date range.

This is useful for comparing outreach waves (e.g., first import batch vs. second).

Clearing Filters

Click Clear Filters to reset the funnel to show all candidates.

Comparing Funnels

The funnel page supports side-by-side comparison mode for analyzing differences between groups.

How to Compare

1. Set the filters for the first group (e.g., Specialty = RN).
2. Click Add Comparison.
3. Set the filters for the second group (e.g., Specialty = CNA).
4. Two funnels display side by side with a comparison summary below.

Comparison Summary

The comparison summary highlights:

Metric	Description
Higher Conversion Stage	Which group has a higher conversion at each stage.
Biggest Gap	The stage with the largest difference in conversion rate between the two groups.
Overall Yield	Which group has a higher percentage of Imported candidates reaching Working status.

tip

Use comparison mode before major events to identify which specialty or region needs more aggressive outreach based on historical conversion patterns.

Funnel Over Time

The Funnel Over Time view shows how the funnel has changed across a date range, providing a temporal dimension to the analysis.

Accessing Funnel Over Time

1. On the Funnel tab, click Over Time in the view toggle (next to "Snapshot").
2. Select a date range and interval (Daily, Weekly).
3. A stacked area chart displays, showing how each stage's count has changed over time.

Use Cases

Use Case	What to Look For
Outreach velocity	How quickly does the Contacted count grow after an import? A slow ramp suggests outreach capacity issues.
Confirmation momentum	Is the Confirmed count growing steadily, or has it plateaued? A plateau may mean remaining contacted candidates are unlikely to confirm.
Arrival tracking	As the event start date approaches, is the Arrived count tracking with the Confirmed count? A gap suggests travel or logistics issues.

Exporting Funnel Data

Funnel data can be exported for presentations and reports:

1. Click the Export button on the Funnel tab.
2. Select the format:

Format	Contents
PNG	Image of the funnel visualization as currently displayed.
PDF	Formatted report with the funnel chart, data table, and decline/removal breakdown.
CSV	Raw data table with counts and percentages for each stage.

3. The file downloads automatically.

Key Performance Indicators (KPIs)

The funnel page includes KPI cards above the visualization:

KPI	Definition	Target Benchmark
Contact Rate	Contacted / Imported	90%+
Confirmation Rate	Confirmed / Contacted	60%+
Show Rate	Arrived / Confirmed	85%+
Work Rate	Working / Arrived	95%+
Overall Yield	Working / Imported	45%+
Decline Rate	Declined / (Contacted + Confirmed)	Below 20%

note

Benchmark targets are guidelines based on historical event data. Actual performance varies by event type, region, season, and specialty demand.

Best Practices

1. Monitor the funnel daily during active outreach. Conversion rates that drop below benchmarks early in the process are easier to correct than those discovered late.
2. Investigate stage-specific drop-offs. If the Contacted-to-Confirmed rate is low, consider adjusting your outreach messaging, compensation package, or event details.
3. Use specialty filters to allocate outreach resources. If RN confirmation rates are lower than CNA rates, dedicate more outreach effort to the RN pool.
4. Compare across events. After multiple events, compare funnels across events to identify trends and improve future forecasting.
5. Share funnel exports with leadership. The PDF export provides a concise summary suitable for stakeholder updates and planning meetings.