How to Create an Insightful BI Dashboard for Talent Acquisition?

/ / Business Intelligence

Edited by Eden Xu

This is a recap of a FocusKPI Analytics at Work chat. Join our LinkedIn group to learn more.


Speaker: Yujie Zong

10-year experience in data analytics, business intelligence, and predictive modeling. Focus area includes but not limited to digital marketing, site optimization, CRM, and LTV analysis. Previous companies include: Staples, CVS, Nike and Converse.

Business Intelligence Dashboards allow real-time visualization of key information and KPI of a company. A good BI dashboard is proven, customized, and industry-specific, aligning with enterprise data platform architecture to drive faster and deeper insights on customer-centric initiatives in a dynamic business context.

The process starts with gathering data from various sources including internal data warehouses and open channels. Then we consolidate data with Oracle (relational database) and cloud environment (different data formats.) After the storage step, we incorporate data and query data via integrated platforms, for example, Snowflake. Having done all the preparations, we usually use tableau, excel, and Power BI to produce dashboards.

Dashboards could be designed for different purposes, such as executive sales summary, product analysis, marketing performance, and customer insights.

They could be used across departments or within one single team, all for the aim of providing actionable insightsand driving incremental opportunities, more than just telling users about the data.

How to Build a BI Dashboard?

First, ask yourself three questions…

What is the purpose?

What is going to be answered with it?

What data do I need to build it?

Let’s take the talent acquisition dashboard at FocusKPI as an example. The purpose is to quantify the size of the talent acquisition opportunities and help the hiring managers find qualified candidates more quickly through the visualization dashboard. We used the internal training dataset for this project.

The first part is to provide some high-level information. Within a certain time, the size and distribution of candidates across the US are spotted on the map. We break down several dimensions to segment the customers, such as background, geolocation, recruiting source, experience level, and job seeking status.

From a practical perspective, employers often prefer local candidates, with a drag-down menu or just clicks, users can filter around an area. And for external recruiters who might have some partnership with certain sources, they could choose the specific one or ones at the recruiting source menu. Basically, we want to cater to a multi-dimensional sifting of all the available candidates in the database as is demanded.

Then, the second part is developed to meet recruiters’ routines. Behind the data that is shown here, our team developed some machine learning algorithms to match job descriptions with candidates’ competitiveness and produce a score to represent an intuitive fit of the prospective.

This time, the user will be able to check skill sets, the qualification of the candidate, and export candidate’s resume in pdf version (currently replaced by the LinkedIn profile page of company for credential requirements).

Taking one job (job-id) for example. Ideally, once we assign an account to our clients, all of them will have their own account and they will see a full list of the available job postings of their company in the job ID section.

Now we use a data scientist opening from our company website. It is directly linked to the job posting page on the official website where you could refer to the requirements. And you can see the score of 11,300 candidates along with their years of working experience on the top left part.

As a recruiter does not have that much time to go over all candidates, we have set a threshold for clients to leverage the score. The idea is to build a manual funnel for clients to target the candidates by just clicking on the drag-down menu.

Communication Matters

Usually, when we are developing dashboards, it is a process of solving a problem as is stated above. Among this process, communication between your clients and your team plays a very important role.

Effective communications make sure you are stepping forward in the right direction and your insights are applicable to clients’ next big move.


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