Dashboard Overview Page

Overview Page

The Engagement Dashboard Overview provides a company-wide view across all employees for employee satisfaction and engagement with the ability to narrow down into specific periods, further drill down into groups or cohorts of employees, and drill down into a more detailed analysis of various satisfaction and engagement factors.

PerformYard Engagement - Overview Page

Narrowing Period of Analysis using the Time Range Filter

It is possible to narrow down to a specific period for the dashboard using the top-level time range filter. The default view is to show all available data. The filter currently offers four options:

Period Results
Overall The dashboard will display all available data, representing multiple years of data over time.
30 Days The dashboard will only use the last 30 days (inclusive) of results to populate visualizations. 

For example, applying a 30-day filter on June 15th would result in the dashboard visualizing data for May 17th through June 15th. As most charts on the dashboard represent data on a monthly granularity, some charts will display partial monthly results for May. 
90 Days The dashboard will only use the last 90 days (inclusive) of results to populate visualizations. 

For example, applying a 90-day filter on June 15th would result in the dashboard visualizing data for March 17th through June 15th. As most charts on the dashboard represent data on a monthly granularity, the charts will display partial monthly results for March. 
12 Months The dashboard will only use the last 12 months (inclusive) of results to populate visualizations. 

For example, applying a 12-month filter on June 15th would result in the dashboard visualizing data for June 16th of the prior year through June 15th of this year. 

Top-Level Highlights and KPIs

The Top-Level highlights surface overall satisfaction rating for the selected period. When cohorts of employees have been defined, it will highlight those cohorts of employees which appear to have the highest and lowest levels of satisfaction. The Highlights will also show the overall eNPS score for the selected period (if eNPS is enabled for the company.) 

Overall Satisfaction

The Overall satisfaction combines all the satisfaction and engagement factors into a single number by taking the average of all the factors in the selected period.   This overall satisfaction gives equal weight to each factor's score.  This metric aims to provide a quick general idea of employee satisfaction and track it over time.  Other visualizations and drill-down pages for the dashboard can help HR administrators analyze and narrow down the specific factors contributing to the overall score.

Overall Score

The average of the available employee engagement and satisfaction factors for the selected period.

% Change

Provides general trend of change from the beginning of the selected period to the end of the period chosen by comparing the score of the first month with the last month in the period (can be partial months depending on the selected period.)

Prior 12 Months

Provides another view into the general trends for the score for up to the prior 12 months (can be partial months depending on the selected period.). The bar chart bars will fill from the right, with the rightmost bar being the most recent month.

Most Satisfied Cohort

The Most Satisfied Cohort KPI highlights the cohort with the highest overall satisfaction score for the selected period and offers a view into % change and a glimpse into the progression of the score over the prior 12 months.

Least Satisfied Cohort

The Least Satisfied Cohort KPI highlights the cohort with the lowest overall satisfaction score for the selected period and offers a view into % change and a look at the progression of that score over the prior 12 months.

eNPS

The eNPS KPI displays the company's eNPS score for the selected period and shows the breakdown between promoters, passives, and detractors.  You can learn more about eNPS and its interpretation here.

Satisfaction Trend Chart

The Satisfaction Trend Chart will display the historical satisfaction across all employees for the selected period.  Individual points on the trend chart are hoverable and will display a tooltip with the actual value at that point.  

Factors Radar Chart

The Factors radar chart will show the scores for the individual factors contributing to the overall satisfaction rating for the selected period. You can hover your mouse over a point to get a specific value representing the average score across all surveys and answers during the specified time range.

Interactive Drill-down from the Satisfaction Trend Chart

It is also possible to investigate the factor scores contributing to the overall satisfaction score for a specific point on the trendline by selecting (clicking) the point on the trendline, which will update the factor radar chart to show the individual scores contributing to the overall score.

Note: It is possible that a particular month or selected period may not have enough survey responses to calculate a factor's score.  In that case, this will be represented on the radar chart by the absence of a point for that factor.

Top Cohorts Chart

The top cohorts chart highlights the top five cohorts (up to 5) with the highest overall satisfaction scores in descending order. 

eNPS vs. Satisfaction Scatter Chart

The eNPS vs. Satisfaction Chart provides the ability to look for outliers or pockets of employees who have a different perspective on recommending the company than expected from their satisfaction scores.  Each dot on the scatter chart represents an individual (anonymous) employee's eNPS and overall satisfaction. Scatter charts help visualize potential outliers and clusters of employees that fall outside the expected range of values.  One should expect some correlation between an employee's willingness to recommend the company or organization and their overall satisfaction at work. 

Recent Participation Rate Chart

The Recent Participation Rate Chart will display the percentage of survey takers (employees) who responded to at least one question on the surveys sent during a month during the selected period.  A company or organization rarely gets 100% participation, but the participation rate should be monitored to ensure representative participation to get good analytics for satisfaction factors and cohorts.


Note: Unlike the other charts on the dashboard, which plot information relative to the date surveys and questions were answered (survey completed), the participation rate chart is based on the date the survey and the questions were asked (survey sent.)