What it is
The funnel is the journey every candidate takes — new, screening, interviewing, offer-ready, placed. Advancing a candidate moves them to the next stage; the funnel view shows the whole cohort at once, so you can see where people are flowing freely and where they’re stuck. You can advance the right candidates by hand or let qualifying candidates move forward in flow.
A healthy funnel is the difference between filling orders and watching them age. The aggregate view tells you your conversion math — how many interviews you need to make a placement, where candidates stall — so you spend your time unblocking the right stage instead of guessing. Move people forward deliberately and the pipeline keeps moving.
When to use it
- You’re working a cohort through screening to interview
- You want to see where candidates are stalling
- You need to advance qualifying candidates in bulk
- You’re checking whether you have enough flow to fill an order
How it works
Step by step.
- 1
Open the funnel overview
See your candidates grouped by stage across every open order, with the conversion math and a count of who’s stalled.
- 2
Read the conversion band
It shows how many interviews and qualified candidates you need to hit your fill rate — so you know if the funnel is fed enough.
- 3
Find the stalled candidates
Candidates who’ve sat too long in a stage are flagged. These are where your attention earns the most.
- 4
Advance who’s ready
Move qualifying candidates to the next stage — by hand for a considered pick, or together when a group clearly qualifies.
- 5
Re-check the flow
After advancing, the per-stage counts update so you can confirm the pipeline is moving and spot the next bottleneck.
Worked example
Follow it through.
The scenario
Across your open orders, screening is backing up while interviews look thin.
- 1 Open the funnel overview; screening holds 18 candidates, interviewing only 4.
- 2 The conversion band says you need 9 interviews to make this week’s placements.
- 3 Five candidates are flagged as stalled in screening for over four days.
- 4 Advance the five — and three more who’ve cleared their assessment — into interviewing.
- 5 Re-check: interviewing now holds 12, comfortably above the 9 you need.
The result
The bottleneck in screening is cleared, interviewing is fed above the rate you need, and the funnel is flowing toward placements.
Tips & notes
Good to know.
- Work the stalled flags first — a candidate sitting in a stage is the cheapest place to recover momentum.
- The conversion band tells you whether you’re feeding the funnel enough; thin interviews mean source or advance more.
- Advance in bulk only when the group clearly qualifies — a considered hand-pick still beats volume at the offer stage.
- Watch the same numbers over a week, not a day — the trend tells you more than any single reading.
When you’re done
A moving funnel with the bottlenecks cleared and enough flow to fill your orders.