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Stage Movement Breakdown Report

Track how many candidates move between pipeline stages — with options to count only stages truly visited or fill in skipped ones.

Written by Kushagra Dwivedi

See how many candidates moved between each stage of your pipeline over a given period, with the option to either count only stages candidates truly visited, or include skipped-over stages in the counts. The Stage Movement Breakdown Report is built for tracking conversion rates and finding where candidates drop off.

Useful for recruiters auditing their funnel, agency owners benchmarking team conversion, and ops leads diagnosing where pipeline volume is leaking.

Two ways to count: Actual vs Fill Skip Over

  • Actual - counts only stages a candidate genuinely sat in. If you moved a candidate from Recruiter Screen straight to Hired, Company Submission isn't counted.

  • Fill Skip Over - fills in the gaps. If a candidate jumped over stages, they're still counted as having passed through each one. Useful for seeing total funnel volume when your team moves fast.

Pick the one that matches the question you're asking. Use Actual to measure real stage-by-stage performance. Use Fill Skip Over to get total candidate flow.

How to run the report

  1. Go to Reports and select Stage Movement Breakdown.

  2. Pick Actual or Fill Skip Over from the report-type dropdown.

  3. Set the time period at the top.

  4. Use Group By to set the breakdown — by job, recruiter, source, and more.

  5. Open Filters to scope the data using the same options.

  6. Click Download for an export, or Save the view so the filters stick next time.

Practical example

A recruiter wants their submission-to-interview ratio for the quarter. They open Stage Movement Breakdown, pick Actual (real conversions, not assumed ones), filter to their own jobs, and group by Stage. The view shows 120 submissions and 35 client interviews, a 29% ratio. They save it as "Quarterly Submission-to-Interview" and check it weekly.

Things to know

  • Disqualifications are tracked separately from forward movement. A candidate moved from Client Interview to Disqualified counts as a Client Interview visit, not as a backward step.

  • The report relies on stage categories set in Workspace Settings. If categories aren't assigned correctly, your numbers will be off — see Why selecting the right stage category matters.

  • Saved views are personal, they don't appear for other users unless you share them.

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