This report is designed for recruiting leads and operations managers to track how candidates progress through the recruitment process. It uses the date each lead was added to Talkpush and allows teams to build a recruitment funnel based on their own folder structure, with stages such as Applied, Pre-screened, Interviewed, Offered, and Hired. These insights help teams understand candidate progression, identify where candidates currently stand, and determine where or why candidates may be getting stuck in the process.
What you will see
Leads Count Funnel: a funnel of stage cards. Each card shows the number of leads that reached the stage, the share of the first stage and of the previous stage, the typical time to get there, and the biggest bottleneck.
Leads Count Over Time and % Funnel Over Time: line charts, one line per stage.
Breakdown Table: a table that splits the leads by campaign, source, an attribute and more.
Leads by Source Category: a donut chart, and the same data over time as a stacked bar chart.
Drop-off by Last Question No Answer: a horizontal bar chart of the last chatbot question candidates left unanswered.
Rejected Reasons: a donut chart with a legend. Leads per Recruiter: a horizontal bar chart.
Time to Move: bar charts showing how long leads take to reach each stage, and the time between one stage and the next.
You need to build the funnel before there is anything to see. Follow the steps below.
Set up a Process Funnel
Process Funnel is the one report you build yourself. Take ten minutes to set it up once, save it, and it is ready every time you open it. The setup card has four steps from top to bottom.
Step 1: Filters and date range
Choose the date range (up to 6 months) and the filters that define the group of leads you want to look at: campaign, source, country, current folder, recruiter and so on. These filters apply to the whole funnel. Leave a filter on All if you do not want to limit by it.
Step 2: Add attributes for filtering (optional)
Attributes are the extra fields you collect from candidates, such as answers to chatbot questions. Add up to 10 to filter by them, for example “Has a driver’s licence = Yes”. Skip this step if you do not need it. Clear Attributes removes them all.
Photo 6.4Nice to have
Step 3: Build your own process funnel
Choose the stages a lead goes through, in order. The report then shows how many leads reach each stage.
Inbox is always the first stage. It counts every lead that matches your filters above. You can rename it, for example “Applied”.
Add a step. Select + Add Step, then pick the folder (or folders) a lead must have reached to count in that stage. A lead counts in a stage if it ever reached the folder, even if it has moved on since.
AND / OR. If you pick more than one folder, choose AND to count only leads that reached all of them, or OR to count leads that reached any of them.
Name the step. Give it the label you want people to read, such as “Interview scheduled”.
Describe the step. Add a short description to every step. It appears in the report and explains each stage to the people reading it.
Attribute condition (optional). Add a condition so only leads with a matching answer count in that step, for example only leads who answered “Yes” to a question.
Where this stage sits in the funnel. This sets the stage’s colour and which part of the funnel chart it appears under: Apply, Handoff, Assessment, Review, Interview, Offer, Hired or Exit. The default is automatic. It never changes the counts.
Reorder. Drag the ⠿ handle to move a step. You can add up to 18 steps.
Clear Funnel List removes your steps. Clear All in the setup card resets the filters and the steps.
Step 4: Select the charts you want to see
Untick any section you do not need. It is not loaded at all, which makes the report faster. Tick it again and generate again to bring it back.
Generate the report
Select Generate Report. After it runs, the setup card folds into one line to leave room for the results. Select that line to open it again. When you change dates, folders, campaign type or status, or the funnel itself, Apply (magnifying glass icon) turns dark and regenerates the report. When you only change attribute filters, it re-applies them to the report on screen without a full reload.
Save the setup
Name it and select Save Setup. A saved setup keeps the filters, the funnel steps and the chosen sections. Star it to make it your default for the company. See Saved filters.
A good first funnel
Start with five or six stages: Applied (Inbox), Pre-screening completed, Qualified, Interview, Offer, Hired. Add attribute conditions and extra steps later, once the shape looks right.
Reading the funnel
Term | What it means |
Leads reaching this stage | How many leads ever reached the stage you defined. |
% of first stage / % of previous stage | How much of the starting group, and of the stage before, reached this stage. Both are shown so you can see the loss from the start and from the last step. |
Time to reach | The typical (median) time for leads that reached both stages, in the report’s period. |
Biggest bottleneck | The step where the most leads have not yet moved on. |
Categories / Steps / Tiers | Three views of the same funnel. Steps shows each stage you built. Categories groups stages by where they sit (Apply, Interview, Offer and so on). Tiers groups them into top, middle, bottom and exit of the funnel. |
A stage can have more leads than the one above | Leads can reach a stage without passing through the stage before it. The card tells you how many came in that way. Nothing is carried back from later stages, so each stage shows its own count. |
What happened to the leads that did not move on?
Select the capsule under a stage to open a breakdown of everyone who reached it. Every lead is counted once, by where it is now:
Moved on: reached the next stage.
Rejected and Deleted: counted first among those that did not move on.
Still in this stage: waiting in the stage’s own folder or folders.
Went on to a later stage without passing the next one.
In another folder: anywhere else.
The breakdown also shows the arithmetic, so you can check that the pieces add up to the stage total.
Download the application IDs
From the same breakdown you can download a CSV of the applications that did not reach the next stage. Use it to follow up in the CRM. Some IDs may belong to leads who have unsubscribed or been deleted, so they may not be found when you search for them. The list is capped at a set number of rows and says so when it is cut.
Other sections
Time to Move: two sets of charts. One shows how long after the application was created leads reached each stage. The other shows the elapsed time between consecutive stages.
Breakdown Table: add rows to split the funnel by campaign, source, an attribute and more.
Drop-off by Last Question No Answer and Rejected Reasons help explain why leads fall out.
