Dashboard ⚓️

⚠️ Prerequisite: Access to this tab requires the "View Dashboard and Reports pages" permission.

Your Dashboard page is accessible from the side navigation bar under the "Analyses" tab.

This page consists of 3 sections:

🚀 Journeys

💙 Satisfaction

💬 Survey responses

👀 Filters 

The filters at the top of the page apply to all data displayed on the dashboard:

• They are present by default; no filter can be added or removed

• They can be combined

• Multiple conditions can be selected within a filter

• You can search within a filter

💡 The journeys and satisfaction modules are present by default and cannot be removed or modified.
The surveys module is customizable; you can add the questions of your choice.

🚀 'Journeys' module,

To easily track the volume and statuses of launched journeys

You will find several charts and data points:

• "Triggered" journeys = all launched journeys regardless of their status, broken down by arrival date or the organization they are linked to
• "Active" journeys = active journeys, meaning those with a status of "invitation sent" or "in progress", and not "draft", "closed" or "canceled"

📑 All data available in the panels can be exported using the "Download CSV" button.

💙 'Satisfaction' module,

To instantly identify your employees' level of engagement

You will find the evolution of your satisfaction scores across the different moments of truth via the pulse-check variable, with the ability to filter by the moment of your choice.

💡 For more information on this data, please refer to the documentation dedicated to moments of truth.

💬 'Surveys' module,

To easily track responses to questions asked to employees

You can analyse responses to the surveys included in your journeys in one click.

💡The analyzable questions are only those in the "Scale of 1 to 10", "Multiple choice" and "Single choice" formats, and not "Free text".

To add a question, click on the "Add a module" button > select the survey > then the question.

Only questions with at least one response and matching one of the allowed formats will appear.

Once added, the module is saved in your tab.

To delete a module, simply click on the bin icon.

🎯 Analysis

The different data points on the journeys chart can be analyzed by hovering over them to display the data:

• You can click on the displayed data point. The click opens a panel with the details of the relevant journeys.
• You can click on the employee's first and last name to open their profile and access more details.

How the Analyses tab works - video 🎥