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Colleagues, good afternoon!
I work as a Staffing Manager for an outstaffing IT company. We use airtable to manage information on requests from our clients to IT specialists.
We have created a table in the form of a dashboard in which we create request cards from clients with the name of the client, the name of the request (which specialist he is looking for), what rate the client offers for the work of this specialist and the status of the request itself (example in the photo).

Now we want to connect analytics of our work with clients in the form of Charts and figures through the Interfaces functionality.
It turned out to set up the calculation of the number of transactions for the period, the statuses of transactions for the period, and the average request rate for the period. However, we faced difficulties in building a conversion analysis report. Let's say what percentage of requests for each client reaches the status of 1st interview, what percentage of requests from the Submitted status goes to the status of Position closed/client dissapeared before interview, etc
. Please help me figure out how to set up this kind of analytics in airtable?

 

Hmm, depends on how picky you are with what the client sees, really.  I’ve set some stuff up here for you to check out

 

For example, you could show a Pivot Table pretty easily with the following settings:

And this would be the data:


And the rest of your analytics would pretty much also be pivot tables, just with different filters on them based on how your data’s set up

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If you want to be able to make it nice and allow the user to select a date range (e.g. a month or something) and see all the analytics for a single month, you could try adding a dropdown filter to the Group like so:

And this is powered by a formula field that’s set to output select options, with the Month Year’s manually created.  You could create an automated system for this that uses a linked table and stuff, but imo it’s faster to just spend like 5 minutes and do the next 3 years or something

 

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