Analytics Dashboard Help

Organizational Wellbeing Analytics Dashboard

The COVID-19 Organizational Wellbeing dashboard is an interactive analytics tool that provides you with the insights necessary to drive employee wellbeing at all levels of your organization. The dashboard allows you to:

• • Segment and analyze your survey data to get down to the real issues that matter;
    
    
  • Filter and compare survey responses at business unit level; 
    
    
  • Drill down to review or interpret survey responses to individual survey question;
    
    
  • View changes to the scores of survey questions over time via trend graphs; and
    
    
  • Create custom PDF reports of any segmentation of survey data that can be saved and printed if required.
    
    

Please click here for more information regarding the COVID-19 Organizational Wellbeing pulse survey series or to view the survey model and related survey questions. 

User Interaction & Navigation

The main functions of the COVID-19 analytics dashboard are summarized in the image below and described in more detail in the following sections:

Selecting a Survey Dataset

The COVID-19 Organizational Wellbeing survey model comprises of a number of survey themes/topics and related survey questions. The survey model will be adapted and extended over time to reflect the impact of the pandemic on the way we work. A number of pulse surveys with different permutations of survey questions will be made available on a regular basis, e.g. Pulse#1 Transitioning Way of Work (see illustration below).

A pulse survey can be conducted at organizational or business unit level by means of a survey project, and can be repeated any number of times. To uniquely identify a pulse survey project, the date of the survey project will be appended to the name of the pulse survey.

To load and display the survey results of a pulse survey and one or more survey projects:

• Summary page - click on the Pulse survey dropdown in the side panel and select the survey from the list, and then click on the Survey project dropdown to select a survey project from the of available survey projects for the selected pulse survey. 
  
  
• Survey trends page - click on the Pulse survey dropdown in the side panel and select the survey from the list, and then click on the Survey projects dropdown to select a date range from the calendar that will be displayed. The earliest and latest survey project dates will be highlighted in blue, so all instances of a pulse survey's projects will automatically be selected. To select a different date range, click on the start date and then on the end date, or click on the All surveys button to select all the available survey projects. Click on the arrows at the top to scroll to a previous or next month in the calendar. 
    
  

The results of a selected pulse survey can be viewed per survey theme/topic and survey question in the Summary page. The survey results of one or more pulse surveys and related projects will be displayed by means of trend graphs in the Survey trends page:

• The dates of the selected survey projects will be displayed on the horizontal axis of the line graph, and can be scrolled to the left or right if required
  
  
• The aggregate survey score for the theme/topic or survey question will be displayed as part of the line graph (out of a hundred); a tooltip with the pulse survey's name with be displayed if you hover with your mouse over the score
  
  
• The sampling error and survey participation numbers will also be displayed - hover with your mouse over the sampling error icon for more information

Setting a Business Unit Filter

To selectively display the survey responses of one or more units and sub-units, open the Unit/sub-unit filter dialogue by clicking on the business unit dropdown field in the side panel or at the top of page, and check one or more business units in the list. Click on the Apply button to update the analytics dashboard with the survey results of the selected business units, on the All button to select all business units, on the Clear button to unselect all business units, or on the Close button to close the Unit/sub-unit filter dialogue.

Summary Page

The Summary page will provide you with an convenient overview of the selected pulse survey's results, and will also allow you to drill down into the survey results of individual survey questions. Survey results can be displayed for a specific pulse survey and/or for one or more business units. Click on the Selecting a Survey Dataset menu item in the side panel for more on selecting pulse surveys and survey projects. The results of one or more business units can also be displayed as a comparison to the organizational survey scores - click on the Setting a Business Unit Filter menu item in the side panel for more on setting a unit/sub-unit filter. The global average scores of all the COVID-19 Organizational Wellbeing surveys done to date are shown as a benchmark score (click here for more on this). 

Organizational Wellbeing Index

The first part of the Summary page will focus on the state (outcomes) of organizational wellbeing in your organization or business unit. The state of organizational wellbeing is measured with a number of carefully selected survey questions, and is shown in the analytics dashboard as an Index score (out of 100). The Index dial uses the average scores for the Index survey questions, with thresholds as follows:

• Flourishing (score >85): your employees have adapted well and are flourishing in their transition to the new way of working — now is a great time to plan for maintaining this flourishing in an uncertain future.
  
  
• Productive (score 70 - 85): your employees are transitioning well into their new way of working – there are still a few issues to address to help ensure they maintain high levels of performance during this period.
  
  
• Constrained (score 55 - 70): your employees are facing some challenges adjusting to the new way of working – consider ways of providing them with more support and direction to ease their transition.
  
  
• High Risk (score < 55): your employees are having a hard time adjusting to the new way of working — they urgently need more support, communication, and direction at this time to be effective.

Index Survey Questions Scores

The average scores of the Index for the organisation and business units are shown in the next panel, as well as the sampling errors, survey participation numbers, distribution of survey responses and the benchmark scores (click here for more on this). Click on the arrow to expand the panel and to show all the survey questions that were used to measure the index. The index can be remeasured by repeating the same pulse survey on a regular basis, e.g. bi-weekly, to track the fluctuations in your employee wellbeing. The index may also be remeasured as part of the phased pulse surveys to be released in due course. 

Heatmap of Index Scores per Business Unit

If business units were defined during Step 1 of the survey wizard, the Index scores will be displayed per business unit by means of a color-coded heatmap. The business units that scored the highest and lowest for the overall Index or for each of the survey questions will be highlighted in shades of green (highest scoring) and pink/burgundy (lowest scoring). Please note that to protect the anonymity of the respondents, the survey scores of business units with fewer than four (4) responses will not be displayed. 

Organizational Wellbeing Drivers

The pulse surveys also measure the drivers or factors that contribute to or impact the organizational wellbeing of your organization or business unit during the COVID-19 pandemic. The average scores for the drivers are summarized in the bar graph at the top of the panel, followed by a breakdown of the scores of the different drivers for the organization and the business units (if a business unit filter has been set). The global average scores of all the COVID-19 Organizational Wellbeing surveys done to date are shown as a benchmark score (click here for more on this).

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Open-ended Free-format Survey Responses

Scroll down to the General panel to view the open-ended comment-type survey responses (if any). The total number of open-ended responses will be displayed as well as the totals for each of the open-ended questions. Please note that to protect the anonymity of the respondents, open-ended responses will not be displayed for business units with fewer than eight (8) responses. 

Click on the arrow at the right of the open-ended question bar to open the Text Analytics panel and view the open-ended responses. The Text Analytics panel will allow you to view any qualitative comments to open-ended questions, filter by business units, and to do keyword searches.

The responses will be sorted from high to low according to keyword frequency. An English dictionary is used to group similar keywords and to exclude stop words in the English language, e.g. 'and' or 'the'. A future release will make provision for thematic and/or sentiment analysis.

Keywords will be listed in a keyword list as well as in a word cloud, and will be sorted from high to low (keyword list) and large to small (word cloud). To select a keyword, simply click on it in the keyword list or word cloud. The Comments table will be updated with the responses that contain the selected keyword, also sorted from high to low frequency.

The responses can also be filtered according to one or more words that have been entered into the search field. Searches can include more than one word, separated by spaces (e.g. performance bonus), and can also include parts of a word (e.g. perform will find perform, performs, performed, performance and more). Uncheck the Exact match option to do a partial search, e.g. for all open-ended responses that contain the word 'perform'.

Heatmap of Driver Scores per Business Unit

If business units were defined during Step 1 of the survey wizard, the Driver scores will be displayed per business unit in a color-coded heatmap. The business units that scored the highest and lowest for the Drivers combined, or for each of the individual Drivers, will be highlighted in shades of green (highest scoring) and pink/burgundy (lowest scoring). Please note that to protect the anonymity of the respondents, the survey scores of business units with fewer than four (4) responses will not be displayed. 

Survey Participation

The number of respondents (sample size) and the total number of employees (population) for the organization and the business units is displayed in the Survey Participation section of the analytics dashboard. The sampling errors for the organization as well as the business units is also shown. The sampling error is an indication of the extent or margin of error to which a particular survey sample represents the views and opinions of the group being surveyed. Click here for more information about sampling errors. 

Survey Trends Page

Survey trends page uses trend graphs to show trends in the survey scores per survey theme/topic and survey question over a period of time. Survey results can be displayed for either a single pulse survey or for all the available pulse surveys. Click on the Selecting a Survey Dataset menu item in the side panel for more on selecting pulse surveys and survey projects. The results of one or more business units can also be displayed as a comparison to the organizational survey scores - click on the Setting a Business Unit Filter menu item in the side panel for more on setting a unit/sub-unit filter. The global average scores of all the COVID-19 Organizational Wellbeing surveys done to date are shown as a benchmark score (click here for more on this).