> ## Documentation Index
> Fetch the complete documentation index at: https://docs.recruitier.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Member Analytics

> Track individual team member performance and activity.

## Overview

While the agency dashboard gives you a high-level view of team performance, member
analytics let you drill into individual recruiter activity. This is where you can
understand what each team member is working on, how productive they are, and where
they might need support or coaching.

Member analytics are available to users with an **Admin** or **Admin Member** role.
Regular members cannot view other members' analytics -- they can only see their own
activity data.

## Accessing Member Analytics

There are two ways to access a team member's individual analytics:

1. **From the agency dashboard** -- Click on a member's name in the leaderboard table.
   This takes you directly to their analytics detail view.

2. **From the Members page** -- Navigate to **Agency > Members**, find the team member
   in the list, and click their **View Analytics** button.

Both paths lead to the same detailed view. The dashboard path is faster when you are
already reviewing team performance; the Members page path is better when you want to
review a specific person.

## What Metrics Are Tracked

The member analytics view shows a comprehensive set of metrics for the selected
recruiter, organized into several sections.

### Profile Information

At the top of the page, you will see the member's basic profile:

* **Name** -- Their first and last name
* **Email** -- Their registered email address
* **Credit Balance** -- Their current remaining credits, showing how much capacity they have left

### Activity Statistics

The main analytics section displays five KPI cards, each with a trend indicator
comparing to the previous equivalent period:

| Metric       | Description                                               | What It Tells You                                           |
| ------------ | --------------------------------------------------------- | ----------------------------------------------------------- |
| **Credits**  | Credits used and remaining, with trend showing usage rate | How actively they are using the platform's premium features |
| **Searches** | Number of job searches created during the period          | How much research and prospecting they are doing            |
| **Jobs**     | Number of jobs saved from search results                  | How effectively they are building their pipeline            |
| **Clients**  | Number of client companies added to their pipeline        | How much business development activity is happening         |
| **Projects** | Number of projects created or active                      | How organized their work is                                 |

Each metric includes a **trend indicator** -- a percentage showing whether the number
has gone up or down compared to the equivalent previous period. A green upward trend
means the recruiter is ramping up; a red downward trend means activity is declining.

<Note>
  Trend indicators compare period-over-period. For a 30-day view, the trend compares the
  last 30 days against the 30 days before that. A single period of decline is normal; look
  for sustained trends over multiple periods to identify patterns.
</Note>

### Outreach Analytics

An outreach analytics chart visualizes the member's outreach activity over time. This
chart shows the volume and distribution of outreach steps, helping you understand their
communication patterns and whether they are maintaining consistent activity. A recruiter
who only sends emails might benefit from coaching on LinkedIn outreach, and vice versa.

### Activity Log

At the bottom of the member analytics page, you will find a chronological **activity
log** showing recent actions taken by the recruiter. Each entry includes:

* **Date and time** -- When the action occurred
* **Type** -- The category of action (message sent, outreach step, job added, company
  added, search created)
* **Description** -- A human-readable description of what happened

The activity log gives you granular visibility into what a recruiter has been doing
day by day. This is particularly useful for understanding how someone spends their
time beyond what the aggregate numbers show. A recruiter might have low outreach
numbers but show heavy research activity (many searches and saved jobs), indicating
they are in a pipeline-building phase.

## Comparing Member Performance

To compare performance across your team, use the agency dashboard leaderboard as your
starting point. The leaderboard ranks all active members by outreach activity and
shows key metrics side by side.

For a deeper comparison, open member analytics for two or three team members in
separate browser tabs. This allows you to compare their metric trends, outreach
channel distribution, and activity patterns in detail.

Key things to look for when comparing:

* **Activity balance** -- Are some members doing far more outreach while others focus
  on searches and candidate management? This might indicate an imbalanced workload or
  different specializations.
* **Channel distribution** -- If one member sends mostly emails while another focuses
  on LinkedIn, consider whether they are targeting different audiences or whether one
  approach is more effective for your agency's market.
* **Trend direction** -- Are all members trending upward, or are some declining? A
  declining trend might indicate burnout, lack of motivation, insufficient training,
  or external factors affecting that recruiter's work.
* **Credit usage patterns** -- A member burning through credits quickly is likely very
  active. One with barely used credits may need encouragement or may be stuck.

## Using Analytics for Coaching and Feedback

Member analytics are most valuable when used as a foundation for constructive coaching
conversations. Data-driven feedback is more actionable and less personal than subjective
assessments.

### Regular One-on-Ones

Review a member's analytics before your one-on-one meeting. Note any changes in
their activity patterns, credit usage, or outreach volume. Use these observations
as discussion starters rather than performance judgments.

**Example**: "I noticed your outreach volume dropped last week but your job saves
went up significantly. Were you focusing more on research? How did that go?"

### Setting Targets

Use historical data to set realistic activity targets. If a recruiter typically
completes 50 outreach steps per week, a target of 55-60 is ambitious but
achievable. Setting targets far above historical performance is likely to be
counterproductive and demoralizing.

<Tip>
  Set targets collaboratively. Show the recruiter their historical analytics and
  discuss what a reasonable improvement looks like. A target they helped set is one
  they are more committed to achieving.
</Tip>

### Identifying Strengths

Analytics can reveal hidden strengths. A member who ranks lower on outreach
volume but consistently saves high-quality jobs and builds strong pipelines might
be more effective despite fewer raw outreach numbers. Look beyond volume metrics
to understand quality and efficiency.

### Onboarding Support

For new team members, track their analytics closely during the first few weeks.
A gradual ramp-up in activity is normal and expected. If a new recruiter's numbers
plateau early (within the first week), they might need additional training,
mentoring, or process guidance. Compare their ramp-up trajectory against other
members' first-month analytics to calibrate expectations.

### Addressing Underperformance

If a recruiter consistently shows declining or flat metrics over 2-3 weeks:

1. Check their analytics to understand the pattern (is it all activities or just outreach?)
2. Review their activity log for clues (are they active but in non-outreach activities?)
3. Have a conversation focused on understanding barriers, not assigning blame
4. Set specific, measurable improvement goals for the next period
5. Follow up by checking analytics at the next meeting

## The Member Detail View

The full member detail view includes:

1. **Member info card** -- Member name, email, and credit balance
2. **KPI cards** -- Five metric cards (Credits, Searches, Jobs, Clients, Projects) with trend indicators
3. **Outreach analytics chart** -- A chart visualizing outreach activity over time
4. **Active projects** -- A card showing the number of active projects for the member
5. **Activity log** -- A scrollable list of recent actions with timestamps and descriptions

The trend indicators on KPI cards compare against the previous equivalent period to
show directional change.

## Advanced

### How Member Analytics Are Calculated

Member analytics are calculated by querying the member's activity records for the selected
time period. The system aggregates:

* **Searches**: Count of search records created by the user within the period
* **Jobs**: Count of job records saved by the user within the period
* **Companies**: Count of company records created by the user within the period
* **Outreach steps**: Count of outreach step completions across all channels
* **Credits used**: Sum of credit transactions for the user within the period

Trend indicators are calculated as `((current_period - previous_period) / previous_period) * 100`, showing the percentage change. If the previous period value is zero, the trend shows a special indicator rather than infinity.

### Activity Log Data Sources

The activity log pulls from the platform's logging system, which records user actions
as they happen. Each log entry contains a timestamp, user ID, action type, and a
descriptive message. The log is sorted chronologically (most recent first) and paginated
for performance.

The activity log shows all recorded actions, not just outreach. This includes:

* Searches created
* Jobs saved and removed
* Companies added
* Outreach steps initiated and completed
* Credit-consuming actions
* Project management activities

### Connection to the Agency Dashboard

The member analytics view is a drill-down from the agency dashboard. The dashboard
shows aggregated team-level data; clicking on a member takes you to their individual
view. The metrics use the same calculation methodology, ensuring consistency between
what the dashboard shows for a member and what their individual analytics page shows.

### Connection to Team Projects

While the member analytics page does not directly show project details, the "Projects"
metric card indicates how many projects the member has active. For detailed project
information, use the [Team Projects](/agency/team-projects) view and filter by the
specific member.

### Role-Based Access

Only Admin and Admin Member roles can view other members' analytics. A regular Member
can see their own activity data through their personal dashboard but cannot access the
detailed member analytics view for other team members. This privacy boundary ensures
that team members are not exposed to comparative data without management context.

### Data Retention

Member analytics data persists as long as the member's account exists. Even if a
member is removed from the agency, their historical activity records remain in the
database and contribute to historical aggregate analytics. However, once removed,
their individual analytics page is no longer accessible from the agency admin panel.

### Power-User Tips

* **Track weekly snapshots.** Note each member's key metrics at the same time each
  week. Over a month, you will have a trend line that tells a clearer story than any
  single data point.
* **Look at ratios, not just totals.** The ratio of outreach steps to jobs saved
  (conversion rate) or outreach to searches (efficiency rate) can be more insightful
  than raw counts. A recruiter who contacts 10 companies from 50 saved jobs is
  operating differently than one who contacts 10 from 12.
* **Use the activity log for pattern recognition.** Check if the member tends to
  cluster all outreach on one day, spread it evenly, or do outreach in the morning
  and research in the afternoon. Understanding their work pattern helps you provide
  relevant advice.
* **Benchmark new hires against veterans.** Establish "first month" and "second month"
  benchmarks based on your experienced team members' early analytics. This gives you
  realistic expectations for new hire ramp-up.

## Related

<CardGroup cols={2}>
  <Card title="Agency Dashboard" href="/agency/dashboard">
    View team-level performance metrics.
  </Card>

  <Card title="Team Projects" href="/agency/team-projects">
    See what projects each member is working on.
  </Card>

  <Card title="Roles & Permissions" href="/agency/roles-permissions">
    Understand who can access member analytics.
  </Card>

  <Card title="Inviting Members" href="/agency/inviting-members">
    Add new members to your team.
  </Card>
</CardGroup>
