- Win
- Problem
Hiring funnel
Mid market account executive · Q3 2026 · Revenue recruiting
Applicant data and CSV upload
Edit viewUpload one row per applicant from your tracking system to redraw the summary cards, Sankey flow, channel quality scores, step timings, and section headlines from the same data record.
Required 12 columns, what each column means, and 3 example rows:
| Column | What it means | Example 1 (hired) | Example 2 (withdrew) | Example 3 (rejected) |
|---|---|---|---|---|
source |
Inbound recruiting channel name (for example Referrals or Job boards) | Referrals |
Agency |
Job boards |
furthest_stage |
Last funnel stage reached (one of the 7 stages from Application review to Offer) | Offer |
Panel interviews |
Application review |
outcome |
Final status: hired, declined offer, rejected, or withdrew | hired |
withdrew |
rejected |
applied_date |
Date application arrived (YYYY-MM-DD, required on every row) | 2026-07-02 |
2026-07-11 |
2026-07-08 |
screen_date |
Date recruiter screen happened (blank if stopped at Application review) | 2026-07-04 |
2026-07-13 |
blank |
discovery_date |
Date mock discovery role play happened (blank if unreached) | 2026-07-06 |
2026-07-16 |
blank |
manager_date |
Date hiring manager call happened (blank if unreached) | 2026-07-10 |
2026-07-21 |
blank |
panel_date |
Date panel interviews started (blank if unreached) | 2026-07-14 |
2026-07-25 |
blank |
panel_done_date |
Date final panel interview finished (blank if candidate withdrew mid panel) | 2026-07-17 |
blank | blank |
references_date |
Date scorecards cleared and reference checks began (blank if unreached) | 2026-07-24 |
blank | blank |
offer_date |
Date formal offer went out (required when furthest_stage is Offer) | 2026-07-26 |
blank | blank |
decision_date |
Date candidate signed or declined the offer (required when furthest_stage is Offer) | 2026-07-28 |
blank | blank |
Healthy pipeline: 447 applicants produced 5 hires
WinEvery stage balances incoming and outgoing candidates. Resume review filtered out 75% of applicants, and 41 candidates withdrew on their own before an offer.
Swipe sideways inside chart to inspect all nine columns →
Clear winner: referrals topped quality at 34
WinOrdered from strongest to weakest channel quality. Referrals delivered 3 of our 5 hires from 11% of applications.
| Source | Quality | Apps | Screen | Panel | Offers | Hires |
|---|---|---|---|---|---|---|
| Referrals | 34 | 50 | 28 | 11 | 4 | 3 |
| Agency | 17 | 47 | 21 | 6 | 2 | 1 |
| Careers page | 7 | 120 | 26 | 6 | 2 | 1 |
| Events | 5 | 42 | 9 | 2 | 0 | 0 |
| Job boards | 1 | 188 | 16 | 2 | 0 | 0 |
| All channels | Avg 8 | 447 | 100 | 27 | 8 | 5 |
Quality score counts panel finalists per 100 applicants, weighting each hire triple. All channels shows the cohort weighted average quality (Avg 8) alongside column totals.
Too slow: 8.5 of 29 days went to feedback
ProblemMedian calendar days at each step from initial application to final decision. Collecting written panel scorecards took longer than the mock discovery call and panel interviews combined.
Q4 plan: lean on referrals and cut delays
21 day Q4 goalReviewed with sales leadership on Oct 2 to fill our sixth seat and trim typical time to offer from 29 days to 21 days.
1. Lean on AE referrals
Priority 1- Win
- Referrals scored 34 on quality and agency intros scored 17, delivering 4 of our 5 hires together.
- Problem
- Job boards brought 188 applications (42% of volume) and 0 hires, draining recruiter review hours.
Pause broad job board reposts and run monthly AE referral sprints with warm intro lists.
2. Book 24 hour debriefs
Saves 6.5 days- Win
- Panel interviewers aligned closely on enterprise closing skills once scorecards were submitted.
- Problem
- Scorecards took 8.5 days after panels, and 8 finalists withdrew during late stages.
Place a 24 hour debrief hold on calendars at the moment every panel interview is booked.
3. Trim discovery prep
Saves 2 days- Win
- The live discovery role play predicted manager call pass rates better than resume screens.
- Problem
- Custom slide prep took two evenings, pushing that stage to 5 days with 6 withdrawals.
Replace custom deck homework with a one page buyer brief sent 24 hours ahead.