| Metric |
Formula |
Section Page |
|
number of active users |
System usage overview, Adoption monitor, Check-in overview, Feedback request overview, Feedback overview, Goal overview, No goals details, Career plan overview, Career plan status |
|
# active users (with role = Manager) |
|
|
# active users (with role = Worker) |
|
| user role |
manager or worker |
|
|
# active users who accepted the data privacy statement |
System usage overview |
|
# active users who accepted the data privacy statement / # active users |
System usage overview |
| % active users by user role |
# managers / # active users or # workers / # active users |
System usage overview |
| worker full name |
name of user |
Individual people day summary |
|
number of logins |
System logins |
|
# logins during the period selected in the timeline |
System logins, Individual people day summary
|
|
number of individual users who have logged in during the period selected in the timeline |
System logins |
|
# logins filtered by specific platform over the period selected in the timeline |
System logins |
|
# logins / # active users filtered by specific platform over the period selected in the timeline |
System logins |
|
# active users having logged in |
System logins, System usage details
|
|
unique logins / # active users |
System usage overview, System usage details, CPM executive summary, Adoption monitor |
|
# logins in a specific device or platform / # logins |
System usage overview, System logins, CPM executive summary
|
| % Android logins |
# logins on Android / # logins |
System usage overview |
| % Desktop logins |
# logins on Desktop / # logins |
System usage overview |
| % iPhone logins |
# logins on iPhone / # logins |
System usage overview |
| % Outlook logins |
# logins on Outlook / # logins |
System usage overview |
| % MS Teams logins |
# logins on MS Teams / # logins |
System usage overview |
|
# of first time logins |
System usage overview |
|
# logins / # active users |
System usage overview,System logins
|
|
# workers having logged in |
System usage overview, System usage details
|
|
# managers having logged in |
System usage details |
|
# workers logged in / # workers |
System usage overview, System usage details, Adoption monitor |
|
# managers logged in / # managers |
System usage overview, System usage details, Adoption monitor |
|
number of users who have at least 1 goal created during the filter period / total number of users |
Goal overview |
|
# users having goals / # active users |
System usage overview, System usage details, CPM executive summary, Adoption monitor, Goal overview |
|
# users having goals (filtered by role = 'manager') / # managers |
System usage details |
|
# users having goals (filtered by role = 'worker') / # workers |
System usage details |
|
# users having goals (filtered by role = 'manager') / # managers |
Goal status |
|
# users having goals (filtered by role = 'worker') / # workers |
Goal status |
|
# active users having at least 1 goal aligned to a parent goal / # active users |
CPM executive summary |
|
number of goals created |
Adoption monitor, Individual people day summary, Goal overview, Goal status |
|
# goals (with status = completed) |
Individual people day summary, Goal status
|
|
# goals completed / # goals |
Individual people day summary, Goal overview, Goal status
|
|
# goals approved by the manager |
|
|
# goals approved / # goals |
Individual people day summary, Goal overview
|
|
# goals pending approval from manager (excludes status completion, pending and approval) |
Goal status |
|
# goals pending approval / # goals |
Goal overview, Goal status
|
|
# goals aligned to a parent goal |
|
|
# aligned goals / # goals |
Individual people day summary |
| avg. progress (%) |
sum of progress values across all goals / # goals |
Adoption monitor, Individual people day summary, Goal overview, Goal status |
|
sum of progress values across all goals / # goals |
|
|
# of actions performed |
Individual people day summary |
|
# actions (status = 'completed') |
Individual people day summary |
|
# actions completed / # actions |
Goal overview |
|
# of deliverables in goals created |
|
|
# deliverables who have a status completed |
|
| # goals (with at least one deliverable) |
# goals (# deliverables >=1) / # goals |
|
|
# goals (having at least one deliverable) / # goals |
Goal overview |
|
# deliverables completed / # deliverables |
Goal overview |
|
# goals to which goals are connected to |
Goal alignment |
|
avg progress (%) of parent goals |
Goal alignment |
|
sum progress # unique aligned goals / # unique aligned goals |
Goal alignment |
|
avg progress (%) of aligned goals |
Goal alignment |
|
# goals aligned |
Goal alignment |
|
# aligned goal / # goals |
Goal alignment |
|
# goals |
Goal alignment, Goal overview |
|
# goals (Is shared = 'true') |
|
|
# shared goals / # goals |
Goal overview |
|
# goals (with at least one action) / # goals |
Goal overview |
|
# goals (type = 'organizational') |
Goal overview |
|
# goals by type / # goals |
Goal overview |
|
distribution of # goals by status |
Goal overview, Goal status
|
| # goals at risk |
|
Goal overview |
| # goals blocked |
|
Goal overview |
| # goals not selected |
|
Goal overview |
| # goals on track |
|
Goal overview |
| # goals high priority |
|
Goal overview |
| # goals medium priority |
|
Goal overview |
| # goals low priority |
|
Goal overview |
| % public goals |
|
Goal overview |
|
# of users with no goals |
No goals details |
|
1 - % users having goals |
No goals details, Goal status
|
|
(# managers - # managers having goals) |
|
|
1 - % managers having goals |
No goals details, Goal status
|
|
(# workers - # workers having goals) |
|
|
1 - % workers having goals |
No goals details |
|
# users with no goals (org level = {org level name}) |
No goals details |
|
# goals (linked to strategic driver) |
Goal strategic drivers |
|
top 5 strategic drivers by # goals linked |
Goal strategic drivers |
|
# goals (linked to strategic driver) |
Goal strategic drivers |
|
visual: word cloud of goal titles |
Goal strategic drivers |
|
|
Goal strategic drivers |
|
usage frequency of Tag UUIDs / total Tag UUIDs |
Goal strategic drivers |
|
% distribution of # goals by status (for each org level) |
Goal status |
| # users used feedback |
|
System usage overview |
|
# active users having sent or received feedback / # active users |
System usage overview, System usage details, CPM executive summary
|
|
# managers who have sent or received feedback / # managers |
System usage details |
|
# workers who have sent or received feedback / # workers |
System usage details |
|
# active users having received feedback / # active users |
|
|
# active users having sent feedback |
Feedback overview |
|
# users who sent feedback / # active users |
Adoption monitor, Feedback overview
|
|
# active users having requested feedback |
Adoption monitor, Feedback request overview
|
|
# users who requested feedback / # active users |
Feedback request overview |
|
# of feedbacks sent |
Adoption monitor, Individual people day summary, Feedback overview
|
|
# of feedback requests sent |
Adoption monitor |
| reply rate (%) |
# requests replied / # feedback requested |
Adoption monitor |
|
total number of feedback sent that received a reaction of a Thanks, Favorite or Let's Meet |
|
|
Total number of feedback sent having at least one behavior tagged |
|
|
# feedback followed-up / # feedback sent |
Adoption monitor, Feedback overview
|
|
# feedback with behaviors / # feedback sent |
Adoption monitor, Feedback overview
|
|
# of feedback received |
Individual people day summary |
|
# of feedback requests received |
Individual people day summary, Feedback request overview
|
|
# of feedback received during the period selected in the timeline |
Individual people day summary |
|
# of feedback sent during the period selected in the timeline |
Individual people day summary, Feedback overview
|
| avg word count |
# of words in feedback sent / # feedback sent |
Adoption monitor, Individual people day summary, Feedback overview
|
|
# of feedbacks having received at least one rating |
Feedback ratings |
|
# active users having feedback with ratings |
Feedback ratings |
|
sum of all trust scores across all rated feedback / # rated feedback |
Feedback ratings |
|
sum of all clarity scores across all rated feedback / # rated feedback |
Feedback ratings |
|
distribution of scores on a 1-5 scale showing the # rated feedbacks across each trust score received |
Feedback ratings |
|
distribution of scores on a 1-5 scale showing the # rated feedbacks across each clarity score received |
Feedback ratings |
| # trust & clarity (correlation) |
# of feedback rated that have a combination of trust and clarity scores |
Feedback ratings |
|
sum of all feedback rated as Constructive / Helpful / Insightful / Inspiring / Unclear |
Feedback ratings |
|
sum clarity score for all feedback rated / # rated feedbacks |
Feedback ratings |
|
sum trust score for all feedback rated / # rated feedbacks |
Feedback ratings |
|
# of feedback requests sent during the period selected in the timeline |
Feedback request overview |
|
worker -> manager: total number of feedback requested from users having a worker role to a user having a manager role |
Feedback request overview |
|
# managers who sent at least one feedback / # managers |
Feedback request overview, Feedback overview
|
|
# workers who sent at least one feedback / # workers |
Feedback request overview, Feedback overview
|
|
# managers who requested at least one feedback / # managers |
|
|
# workers who requested at least one feedback / # workers |
|
|
# of requests sent that were read by the receiver / # feedback requested |
Feedback request overview |
|
# users who requested feedback / # active users |
Feedback overview |
|
# of feedback requests sent that received at least one reply |
Feedback request overview |
|
# requests replied / # feedback requests (redundant with reply rate) |
Feedback request overview |
|
# users who sent feedback / # active users |
Feedback overview |
|
# feedback sent (status = endorsed/public/shared) / # feedback sent |
Feedback overview |
|
# of feedback sent having a Favorite / Thanks / Let's Meet reaction |
Feedback overview |
|
# favorite, thanks & let's meet / # feedback sent |
Feedback overview |
|
# of feedback sent having at least one goal linked |
|
|
# feedback linked to goals / # feedback sent |
Feedback overview |
|
# feedback sent / # active users |
Feedback overview |
|
worker -> manager: total number of feedback sent from users having a worker role to a user having a manager role |
Feedback overview |
|
# active users who have at least 1 check-in with a check-in date |
System usage overview, Adoption monitor, Check-in overview
|
|
# users having check-ins / # active users |
System usage overview, System usage details, CPM executive summary, Adoption monitor, Check-in overview
|
|
# managers who have at least 1 check-in with a check-in date |
|
|
# workers who have at least 1 check-in with a check-in date |
|
|
# managers who have at least 1 check-in with a date / # managers |
System usage details |
|
# workers who have at least 1 check-in with a date / # workers |
System usage details |
| # of check-ins having at least 1 comment |
|
| # check-ins having comments / # check-ins |
CPM executive summary, Adoption monitor, Individual people day summary, Check-in overview
|
|
# of check-ins with a check-in date within the filter period |
Individual people day summary, Check-in overview, Check in status
|
|
# of checkins on which a user with a manager role is at least one of the participants |
|
|
# of checkins on which a user with a worker role is at least one of the participants |
|
| % workers who created check-ins |
|
CPM executive summary |
|
# of check-ins that happen in the future relative to the latest refresh date |
|
|
# check-ins in the future / # check-ins |
Individual people day summary, Check-in overview
|
|
# of check-ins with a check-in date during the period selected in the timeline |
Individual people day summary, Check-in overview
|
|
related to % managers having check-ins |
Check-in overview |
|
# of assigned check-ins / # check-ins |
Check-in overview, Check in status ,Performance check in overview
|
|
# check-ins measure split by the check-in Status field |
Check-in overview |
|
# check-ins / # active users |
Check-in overview |
|
# check-ins having worker roles / # workers |
Check-in overview |
|
# check-ins having manager roles / # managers |
Check-in overview |
|
# of check-ins that were set as recurring when created |
|
|
# check-ins recurring / # check-ins |
Check-in overview |
|
# of check-ins having at least one discussion point in the agenda |
|
|
# check-ins with discussion points / # check-ins |
Check-in overview |
| # check-ins having comments where a user with a manager role is at least one of the participants |
Check-in overview |
| # check-ins having comments where a user with a worker role is at least one of the participants |
|
| # manager check-ins with comments / # check-ins having comments |
|
| # worker check-ins with comments / # check-ins having comments |
|
% check-in ID Row Total |
|
Performance check in overview |
|
# of performance check-ins |
Performance check in overview |
|
# check-ins by status / # check-ins |
Performance check in overview |
|
# of check-ins with a specific rating / # performance check-ins |
Performance check in overview |
|
visual context: % of row total |
Performance check in overview ,Check in status
|
|
# check-ins (type = {type name}) |
|
|
# check-ins (filtered by type) / # check-ins |
Check in status |
|
# check-ins (participant relation = {participant relation name}) |
|
|
# check-ins (filtered by participant relation) / # check-ins |
Check in status |
|
# check-ins by status / # check-ins |
Check in status |
|
# check-ins (assignment status = 'assigned') |
Check in status |
| # deleted check-ins |
|
Check in status |
| % deleted check-ins |
|
Check in status |
| # done check-ins
|
|
Check in status |
| % done check-ins
|
|
Check in status |
| # done pending confirmation check-ins |
|
Check in status |
| % done pending confirmation check-ins |
|
Check in status |
| # in progress check-ins
|
|
Check in status |
| % in progress check-ins |
|
Check in status |
| # new check-ins
|
|
Check in status |
| % new check-ins
|
|
Check in status |
| # under review check-ins |
|
Check in status |
| % under review check-ins |
|
Check in status |
|
# active users having received at least 1 behavior in their feedback received / # active users |
CPM executive summary |
|
Individual count tagged in feedback for each behavior |
CPM executive summary |
|
# behaviors received / total # behaviors (received) |
Individual people day summary |
|
# of behaviors requested (by specific behavior) |
Individual people day summary |
|
# sent behaviors (by specific behavior) |
Individual people day summary |
|
# sent behaviors (by specific behavior) |
Individual people day summary |
|
# behaviors (tagged in received feedback, by behavior) |
Individual people day summary |
| # behavior received |
|
Individual people day summary |
|
|
Behaviors overview |
|
# sent behaviors / # feedback sent |
Behaviors overview |
|
# feedback with behaviors / # feedback sent |
Behaviors overview |
|
distribution of # behaviors by behavior |
Behaviors overview |
|
# behaviors (specific behavior = {specific behavior name}) |
|
|
# behaviors (by specific behavior) / # behaviors (total) |
Behaviors overview |
|
# sent behaviors (within selected time period) |
Behaviors overview |
|
# sent behaviors (by org level) |
Behaviors overview |
|
|
Behaviors overview |
|
distribution of # sent behaviors by behavior (%) |
Behaviors overview |
|
# feedback requested (has behavior = true) / # feedback requested |
Feedback request overview |
|
|
Feedback request overview |
|
# feedback requested (by specific behavior requested) |
Feedback request overview |
|
|
Alignment-self and manager, Review executive summary, Review status, Review distribution overview
|
|
# reviews (with initial manager and worker alignment) |
|
|
# reviews (initial manager/worker alignment) / # reviews |
Alignment-self and manager |
| # final manager/worker alignment |
# reviews (with final manager and worker alignment) |
|
|
# reviews (final manager/worker alignment) / # reviews |
Alignment-self and manager |
|
distribution of # reviews by self-review rating (%) |
Alignment-self and manager |
|
distribution of # reviews by manager rating (%) |
Alignment-self and manager |
|
distribution of # reviews by final rating (%) |
Alignment-self and manager |
|
# reviews (status = 'completed') |
Review executive summary, Review status, Review distribution overview
|
|
# completed reviews / # reviews |
Review executive summary, Review status, Review distribution overview
|
|
# reviews (alignment status = 'aligned') |
Review executive summary |
|
# reviews (role = 'worker', status = 'completed') |
|
|
# review completion worker / # reviews |
Review executive summary |
|
# reviews (role = 'manager', status = 'completed') |
|
|
# review completion manager / # reviews |
Review executive summary |
|
# reviews (status = 'challenged') |
Review executive summary |
|
|
Review additional questions |
|
|
Review additional questions |
|
|
Review additional questions |
|
# reviews (moderator action = 'changed rating') / # reviews |
People day |
|
# reviews (with worker and manager alignment) |
|
|
# reviews (worker/manager alignment) / # reviews |
People day |
|
# reviews (manager assessment changed by moderator) |
People day |
|
# reviews (status = {status name}) |
|
|
distribution of # reviews by status (%) |
Review status |
|
# reviews (worker self-review) (status = {status name}) |
|
|
distribution of # reviews (worker self-review) by status (%) |
Review status |
|
# reviews (manager assessment) (status = {status name}) |
|
|
distribution of # reviews (manager assessment) by status (%) |
Review status |
|
# reviews (role = 'worker', status = 'completed') |
Review status |
|
# worker review completed / # reviews |
Review status |
|
# reviews (role = 'manager', status = 'completed') |
Review status |
|
# manager review completed / # reviews |
Review status |
|
# reviews (performance rating = {performance rating name}) |
|
| review rating distribution (%) |
# reviews by performance rating / # reviews |
Review distribution overview |
|
contextual % distribution of # reviews (dimension needed) |
Review distribution overview |
|
# reviews (has goal ratings = true) |
Review goals & behaviors overview |
|
# reviews (has behavior ratings = true) |
Review goals & behaviors overview |
|
# reviews (has aligned goal ratings = true) |
|
|
# reviews (has aligned behavior ratings = true) |
|
|
# reviews with aligned goal ratings / # reviews |
Review goals & behaviors overview |
|
# reviews with aligned behavior ratings / # reviews |
Review goals & behaviors overview |
|
distribution of # reviews (manager goal ratings) by goal rating |
Review goals & behaviors overview |
|
distribution of # reviews (manager behavior ratings) by behavior rating |
Review goals & behaviors overview |
| # review challenged |
|
Review challenge |
| % let's discuss between manager and worker |
|
Review challenge |
| % rating alignment |
|
Review challenge |
| rating changed by manager |
|
Review challenge |
| rating changed manager |
|
Review challenge |
| manager +1 review challenge |
|
Review challenge |
|
|
Career plan overview |
|
|
Career plan overview, Career plan status
|
| career plans by workflow status |
|
Career plan overview, Career plan status
|
| # refused career plan |
|
Career plan overview |
| career plan completion rate |
|
Career plan overview, Career plan status
|
| # career plans pending manager completion |
|
Career plan overview |
| # manager completions over time |
|
Career plan overview |
| # self-assessment submissions over time |
|
Career plan overview |
|
# distinct users |
Career plan overview, Career plan status
|
|
# users having plans / # users |
Career plan overview, Career plan status
|
| # user plans |
|
Career plan overview, Career plan status
|
|
# user plans (workflow status = Completed) |
Career plan overview, Career plan status
|
|
# completed plans / # user plans |
Career plan overview, Career plan status
|
| career plans workflow status |
|
Career plan status |
| plans refused |
|
Career plan overview, Career plan status
|
| # refused career plan |
|
Career plan status |
|
# user plans(Is In manager feedback status = TRUE) |
Career plan status |
|
# user plans– # plans pending manager completion – # completed plans |
Career plan status |
|
( 1 – # submitted by worker ) / # user plans |
Career plan status |
|
|
Career plan status |
|
(1 – # submitted by manager ) / # user plans |
Career plan status |
|
# questions |
Questions and answers |
|
# answers |
Questions and answers |
| question type usage |
|
Questions and answers |
| word cloud - answers from free text questions |
|
Questions and answers |
| distribution of answers for multiple choice questions with drill-down |
|
Questions and answers |
| word cloud - answers for multiple choice questions |
|
Questions and answers |