User and Opportunity Insights Dashboard
Great news! You can now view and download data through our User and Opportunity Insights Dashboard!
Please find the newest product release on the top bar under "Reports".
NOTE: Clients that also have Paladin’s Time & Billing Integration will see the Opportunity and User Insights options below those reports:
To filter, simply begin to type an organization, region or team (office) in the search box, select from the results, and click ‘Add filter’. If unsure of the team hierarchy, please refer to the "Teams" tab for the appropriate list of users.
Opportunity Insights
Number of Actively Recruiting Opportunities by Engagement Type (pie chart)
Number of Actively Recruiting Opportunities by Causes / Communities Served (bar chart sorted by most to least)
Number of Actively Recruiting Opportunities by Practice Area (bar chart sorted by most to least)
Opportunities Shared, by Team: number of opportunities shared with a specific office or region
Opportunities Shared, by Referring Organization: list of Opportunities shared by referrers, default sorted by most Actively Recruiting Opportunities
Opportunity Engagement: complete list of Opportunities, by referrer, at to what teams, default sorted by volume of Unique listing views and Expressions of Interest
Unique Listing Views: Cumulative count of unique users that viewed the Opportunity via Paladin
Interest Expressed: Cumulative count of users who expressed interest in volunteering via Paladin
User Insights
See below for a chart of the relationship between Preference Types between Opportunities and Users!
Volunteers: Table of volunteers, default sorted by date they expressed interest
Most Common Preference Settings: Table of preferences, listed by their frequency of use on Opportunities and User Preferences pages
User Preferences: table of users, default sorted by User full name, and the practice area and cause / communities preferences they’ve selected on their User Preferences page
As always, please feel free to reach out with any questions or to request a demo of this feature!