User and Opportunity Metrics Dashboard
View and download data through our User and Opportunity Metrics Dashboard!
From the "Reports" tab, find the Opportunity and User Metrics, where firm admins can get information on the opportunities and their volunteer engagements.
NOTE: Clients that also have Paladin’s legacy Time & Billing Integration will see the Opportunity and User Insights options below those reports.
Narrow down the results to specific teams by utilizing the team filter. This can be applied on both the Opportunity and User Metrics reports. Type in the team (office) name into the box, click on the team name, and press Add filter to customize the results to the desired team.
Opportunity Metrics
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 Metrics
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!