Dashboard

The Bullhorn Automation Dashboard is your central hub for monitoring automation activity across your organization. Use it to track how many actions your automations have completed, measure time saved, and see how your contacts are engaging with automated communications.

Common Reasons You Might Need This Article

  • You want to see how your automations are performing across all record types.
  • You need to report on time saved or total automated actions for a given period.
  • You want to understand how candidates or contacts are engaging with automated emails and texts.
  • You are not sure which dashboard tab to use for a specific report or metric.
  • Your Contractor or Placement metrics are not showing the numbers you expect.
  • You do not see the Company tile on the Active Automations by Type card and want to know why.

Time Frame

At the top of the dashboard, you can filter data by time range to view trends and performance over specific periods:

  • Last 7 Days
  • Last 30 Days
  • Last 90 Days
  • Custom (select your desired date range)

Time frame selector on the Bullhorn Automation Dashboard showing Last 7 Days, Last 30 Days, Last 90 Days, and Custom options.

Tabs

The dashboard has four tabs at the top: Overview, Candidates, Sales, and Contractors. Each tab filters the dashboard to show metrics for that group only. The Overview tab shows all automation activity across all groups.

Dashboard navigation tabs showing Overview, Candidates, Sales, and Contractors.

Overview Tab

The Overview tab shows data for all automations across your organization. For customers with Company V2 enabled, company automation activity is also reflected here, including Automated Actions counts, Time Saved metrics, and Automated Action Details. Company automation data appears in the Overview tab only and is not included in the Candidates, Sales, or Contractors filtered views.

Candidates and Sales Tabs

The Candidates and Sales tabs show activity for those groups, including automated actions and website integration data. Actions and interests are defined by the Website Integration triggers you set up during your Bullhorn Automation implementation. See Website Tracking for more information.

Candidates and Sales tab on the Bullhorn Automation Dashboard showing activity and website integration data.

If you need to see activity older than 30 days, use Advanced Search on the Contacts page.

For example, to search for job applications, use the following criteria:

  • Record Type: Candidates
  • Has Activity > Job Apply > (Enter your desired date range).

Contractors Tab

The Contractors tab shows metrics for your Placements. Select Settings in the summary overview module to open a side window where you can filter by specific Placement statuses.

The Contractors tab includes data for any Placements that are active during the selected time frame. For example, if you select the Last 7 Days time frame, any Placements with a Start or End date within the last seven days are counted.

Placements only appear on the Contractors tab if the placed candidate received a Bullhorn Automation email before being placed.

Contractors dashboard tab showing Placement metrics with a Settings filter option.

Dashboard Cards

Summary Details

The Summary Details card appears on every tab and shows key automation metrics for the selected time frame:

  • Automation Actions: The number of steps completed in the selected time frame, excluding Wait and End steps.
  • Time Saved: Every automated action counts as 2 minutes saved.
  • Engaged Contacts: Contacts who have opened or clicked an email, responded to a text message, or viewed a page on your site.

Summary Details card showing Automation Actions count, Time Saved, and Engaged Contacts for the selected time frame.

Automated Action Details

The Automated Action Details card shows the total number of automation steps completed, broken down by type in a donut chart. Step types include:

In the following example, 110 Send Email steps and 482 Send Engagement steps were completed across all running automations in the selected time frame:

Automated Action Details donut chart showing completed automation steps broken down by type, including Send Email and Send Engagement.

Net Promoter Score (NPS)

The Net Promoter Score (NPSClosed Net Promoter Score. A metric used to measure customer satisfaction, loyalty, and enthusiasm.) card shows company-wide NPS scores and responses. Any survey that uses an NPS question type is included in this card. Use it to track how NPS results are trending over time.

Net Promoter Score card showing overall NPS score, number of responses, and a trend line for the selected time frame.

Recent NPS Responses

The Recent NPS Responses card highlights the latest Net Promoter Score (NPS) feedback. The Recent NPS Responses card shows the score, contact name, and date received for each response.

Recent NPS Responses card showing NPS score, contact name, and date received.

Communication Performance

The Communication Performance card measures the volume of communications that were received by your contacts. This is different from the Automated Action Details card, which counts the number of steps completed. The two cards measure different things and should not be compared directly.

Communication Performance shows delivery and engagement data for:

  • Emails Sent: Open and click rate percentages.
  • Texts Sent: Text responses and response rate percentage.
  • Engagements Sent: Responses and response rate percentage.

See Open and Click Rates for more information.

In the following example, 487 emails and 369 texts were delivered to contacts in the selected time frame. Engagement totals are included in both the email and text counts because engagements can be sent by either channel:

  • 487 Emails Sent = Total emails sent + total engagements sent via email.
  • 369 Texts Sent = Total texts sent + total engagements sent via text.
  • 482 Engagements Sent = Total engagements sent, regardless of delivery channel.

Communication Performance example showing 487 emails sent and 369 texts delivered, with email, text, and engagement totals explained.

Active Automations by Type

The Active Automations by Type card shows your active automations broken down by entity type. Select a type tile at the top of the card to filter the table to that automation type. The available types are:

  • Candidate
  • Contact
  • Submission
  • Placement
  • Date-Based
  • Company (available for customers with Company V2 enabled)

The table shows the following information for each selected type:

  • Automation Name
  • Active Count
  • Total Count
  • Number of Steps

Active Automations by Type card showing automation totals by type with a data table listing Automation Name, Active Count, Total Count, and Number of Steps.

For customers with Company V2 enabled, company automation activity is also included in the Client Usage Report, where a Live company automations row now appears. This data is also included in PDF dashboard exports.

Troubleshooting

The Company tile is not visible on the Active Automations by Type card

The Company tile is only available for customers with Company V2 enabled. If you do not see it, Company V2 is not enabled for your account. Contact your Bullhorn representative for more information.

Placements are not appearing on the Contractors tab

Placements only appear on the Contractors tab if the placed candidate received a Bullhorn Automation email before being placed. If the candidate was placed without receiving an email from an automation, the Placement will not be counted on the Contractors tab.

Dashboard data does not seem current

Dashboard data reflects the time frame selected at the top of the page. If data looks outdated, confirm the correct time range is selected. For activity older than 90 days, use Advanced Search on the Contacts page instead.

Frequently Asked Questions

What is the difference between Automation Actions and Communication Performance?

Automation Actions counts the number of steps your automations completed, including emails sent, texts sent, notes added, and field updates. Communication Performance counts the communications that were actually received by contacts, along with engagement data like open rates. The same email campaign contributes to both, but the two cards measure different things.

Can I export dashboard data?

Yes. Each dashboard tab has an Export to PDF link in the bottom right corner. For customers with Company V2 enabled, PDF exports also include company automation data.

Why does my email count in Communication Performance not match the number in Automated Action Details?

The two cards measure different things. Automated Action Details counts completed Send Email steps. Communication Performance counts emails delivered to contacts, which includes both direct emails and engagements sent by email. The numbers will not match.

How is Time Saved calculated?

Bullhorn Automation calculates time saved at 2 minutes per automated action. This applies to all completed automation steps, excluding Wait and End steps.