The Recruitment performance breakdown section helps you evaluate which recruitment efforts are driving the most successful enrollments. It provides three visual charts that categorize enrolled participants by Source, Site, and Strategy, allowing your team to identify what is working and where improvements can be made.
What This Section Shows
This section helps you:
- Identify top-performing recruitment channels
- Compare performance across locations and outreach methods
- Make data-driven decisions to optimize recruitment efforts
How to Use This Section
- Regularly review charts to identify trends and performance gaps
- Focus efforts on top-performing sources and strategies
- Adjust or refine underperforming recruitment methods
- Ensure consistent data capture for accurate reporting
Important Notes
- These charts include Enrolled participants only
- Data accuracy depends on consistently capturing recruitment information
- Tracking can be supported through:
- Surveys
- Custom variables
- UTM parameters
Key Charts Explained
Participants by Source
This bar chart displays the number of enrolled participants grouped by how they heard about the study.
Use this chart to:
- Identify the most effective referral sources
- Determine where to focus recruitment efforts
- Evaluate return on outreach channels
Related Article: Working with Recruitment Sources & Sites
Participants by Site
This bar chart shows the number of enrolled participants by recruitment location.
Use this chart to:
- Compare performance across sites or locations
- Identify high-performing and underperforming sites
- Allocate resources more effectively
Participants by Strategy
This bar chart displays enrolled participants grouped by recruitment strategy (e.g., email, social media, referrals).
Use this chart to:
- Evaluate which outreach methods are most effective
- Adjust strategies based on performance data
- Improve overall recruitment efficiency
Related Article: Working with Recruitment Strategies
Summary
The Participants by Source, Site & Strategy section provides actionable insights into how participants are entering your study by highlighting which sources, locations, and outreach methods are driving enrollment. By analyzing these charts, your team can refine recruitment efforts, prioritize high-performing channels, and improve overall enrollment outcomes.
Next, continue to Dashboard: Overall Enrollment Summary, where you’ll review a high-level view of participant distribution, enrollment progress, and status breakdown across your study.