How to use the results dashboard?

Sabine Rosema

December 07, 2023 13:10

Summary

The results dashboard turns your survey results into actionable insights. This page shows you around the dashboard.

Watch the instruction video below, or read all about the dashboard and the action planner in the article below.

Accessing the results dashboard

You can access the results dashboard by logging in to My Effectory and selecting "Results" in your survey page. You can also click on the link in the email that notified you that your results are ready.

Once logged in, you will see an overview of your survey results. You can adjust the insights per team using the navigation at the top:

Navigating through the results

You can navigate through your results via the various tabs at the top.

The overview page provides you with the main results in a blink of an eye.

Each tile represents a different type of information based on the results of your survey. Please note that depending on the chosen themes and questions your overview can differ per survey. Each tile provides more in-depth information when clicking on the

on the top right.

Here is a look through a few possible results.

The engagement score:

This section shows the answers to the questions about engagement, divided in three categories: Engaged, Potentials, Disengaged.

What do the categories mean?

Engaged: Percentage of employees who have an average engagement score of 8 or higher. Engaged employees show a strong positive attitude. They are generally more productive and strive to improve themselves as well as the organization.

Potentials: Percentage of employees who have an average engagement score between 5 and 8. Employees with the potential to become engaged often show a neutral attitude towards their job and organization.

Disengaged: Percentage of employees who have average engagement score between 0 and 5. Disengaged employees show a very limited positive attitude towards their work and the organization. In the best case, they do their jobs sufficiently. In the worst case, they underperform and spread negativity towards others.

If you chose to compare the results to a previous measurement the percentage in the bottom-right box indicates the difference with the previous measurement.

The eNPS:

This tile shows how your employees answered to the question How likely is it that you would recommend your organization as an employer to others? It displays the eNPS score, as well as the percentage of respondents divided in 3 groups: Promotors, passives and detractors.

How are the groups calculated?

Promotors are employees who give a 9 or 10. These most positive, motivated and satisfied employees are most likely to recommend your company to others.

Passives are employees who give a 7 or 8. These neutral employees are generally content, but not fully committed to your company. Their results are excluded from the eNPS calculation.

Detractors are employees who give a score from 0-6. These employees will not recommend your company to others and may be dissatisfied.

How is the eNPS calculated?

The eNPS score is the percentage of promotors – the percentage of detractors.

This score can range from –100 to 100.

What does the eNPS mean?

A positive score indicates that there are more promotors than detractors in your organization. A negative score indicates that there are more detractors than promotors in your organization.

The response rate:

This tile shows the percentage of employees that have completed the survey.

Retention

The retention score shows the percentage of your employees who are not looking for a job elsewhere and are thus willing to stay with your organization. When you click on the i, you can see how the answers are distributed amongst the respondents.

Workload

The workload score shows the percentage of employees that find their level of workload good and thereby indicate that they're happy with their workload and that they are experiencing a healthy work-life balance. When you click on the i you can see how this question was answered by all of the respondents.

Well-being

The well-being score shows you how your employees answered the question “I am able to maintain a good balance between working and relaxing”. High scores on well-being tell you that your employees focus sufficiently on their recovery and relaxation as well as on their work.

Theme scores:

If your survey consists of 3 or more themes, the themes scores will be displayed in a web. You can see the exact scores by hovering above the data points with your mouse. If your survey is compared to a previous survey, these scores will also be shown as an overlaying web. By clicking on the gear icon , you can select the themes you want to visualize in the web.

Feel-good topics & Your employee's ideas:

This tile shows the answers to the questions “What are you most proud of in your organization?” (feel-good topics) and “What needs improvement in your organization?” (your employee's ideas).

You can switch between the two views using the gear icon .

What do the percentages mean?

The percentages tell you how many respondents selected these topics when asked what they were proud of or what needed improvement. Please note that the percentages can add up to more than 100% as respondents can choose more than one topic.

By clicking View Topics & Ideas you will be redirected to the Topics & Ideas tab.

Highest & Lowest scores

These two tiles show the questions that your group scored most positively on (Highest scores) or most negatively on (Lowest scores), and for underlying groups this is compared to the organization average.

World-class Workplace label:

For a World-class Workplace project survey, an additional tile will show you whether you have been awarded the label. By clicking on “download image” you can download the label.

Groups with less than 5 respondents

To protect the respondents' anonymity, groups with less than 5 respondents will not see the full results.

For groups with at least 3 respondents, the "What goes well & What you can improve" tiles are visible on the overview page (Provided that one or more questions have a relevant positive or negative difference from the organizational average).

In the Scores tab you will find the scores to all questions in your survey.

Relevant absolute differences are shown in color. Green for a positive difference and red for a negative difference. The shading indicates how much your group score differs from the comparison group.

A light red or light green color reflects a negative or positive difference of at least 0.7 points or 10% for Top 2 box scoring.

A dark red or green color indicates a difference of at least 1,5 points or 20% for top 2 box scoring. By hovering above the square, you can see the exact difference.

You can choose the benchmarks or comparison groups you want to compare these scores to.

Select "Groups and benchmarks" to see higher-level comparisons. These are:

The selected benchmark(s)
The previous survey (if applicable)
The parent-level group (the group one level above)
The whole organization

Select "Group level below" to see lower-level comparisons. These are the groups on the level below.

You can also see the results split per data cut (if applicable in the survey). For example, Gender, Age, Tenure etc. Select the desired data cut.

By default, the questions are sorted in the order they appear in the survey. You can also choose to sort them by theme or by scores.

Most increased/most decreased scores ranks the questions based on the most increased/decreased scores compared to the previous survey (If applicable).

Positive/negative difference in groups scores ranks the questions for which your group has the largest positive/negative difference compared to the score of the whole organization.

The questions are ordered from the largest difference to the smallest difference.

By clicking on insights, you will see how this question was answered by all respondents as well as a trend analysis of previous surveys (if applicable).

To protect the respondent’s anonymity, the distribution of answers is visible:

As a 5 point scale for groups larger than 50 respondents
As a 3 point scale for groups between 5 and 50 respondents

Under the second tab you will find tips and best practices related to this question.

In this tab you can find the written answers to open-ended questions (If included in your survey).

You can bookmark individual answers by clicking on the bookmark icon.

Click on the Bookmarks tab to see all bookmarked answers. This allows you to find your selected answers easily.

Click on the bookmark icon again to remove the bookmark from an answer. Please note that bookmarks are only visible to the user who set the bookmark. Bookmarks are not shared with other users who have access to the results.

The Search field allows you to find all answers containing a certain word or phrase.

If your survey includes questions about topics of pride and improvement, you will have access to the Topics & Ideas page. Depending on the number of questions on pride and improvement topics included in the survey, you will see either 2 boxes or 4 boxes (See all options below):

The pride and improvement questions are twofold. Respondents are asked to tick important topics that they are either proud of or require improvement. The percentages and number of participants who chose each topic is displayed in the colored bars.

After ticking a topic, respondents are asked to provide a written answer on why they are proud or how it can be improved. By clicking on learn more you can find the written answers per topic. Individual answers can be bookmarked by clicking on the bookmark icon.

Click on the Bookmarks tab to see all bookmarked answers. This allows you to find your selected answers easily.

The Search field allows you to find all answers containing a certain word or phrase.

The themes page provides extensive information on your theme scores.

The bar chart displays all chosen themes and their comparison to the benchmark and previous survey (if applicable). By clicking on the gear on the top right, you can add and remove the themes in the chart.

Below the chart you can see more information per theme. When clicking on Learn more, you can see:

The description of the theme
The theme score and the benchmark score
A trend analysis if there is a comparison to one or more previous surveys
And the questions the theme is comprised of including their respective scores

In the reports tab you will find all your result in a PowerPoint Report. Depending on your role within your organization, you will get access to the reports for one or several teams or for the whole organization. Click on "download" and select the languages you want for your report.

On top level, you will also have access to all the data in an Excel overview. Click on "download" and select the languages you want for your report.

This tab will allow you to pin and set actions to be taken based on the results.

How does it work?

You can pin interesting or relevant scores in the results dashboard. This can be done by clicking on the pin button which can be found:

Overview page: on the top right of each tile
Scores: when hovering over the question
Topics & Ideas: on the top right of each tile (topics can be pinned individually)
Themes: on the top right of each theme tile

When you click on the pin:

A pop-up window appears which shows what you are pinning and the respective score.
You must allocate a goal to each pinned item: Promote, Improve, or Contemplate.

On the top right, a pop-up shows you that the score has been pinned and you can either directly add actions or continue pinning scores. If you click on “Add actions”, a window opens on the right, where a description and an action(s) can be added (optional).

Once all relevant scores have been pinned, you can continue planning actions by clicking on the Action tab. This is where an overview of all pinned scores can be found, including their scores, goals, and actions. To provide more context per pin, you can add a description and action(s):

Add a description: “What needs to be done?”
Add an action 
Set a deadline
Assign a person or a team

Once actions have been added, you can follow the progress, mark completed tasks (by clicking on the circle) and edit or delete actions.

You can also:

Add a custom pin. This is a pinned item not linked to a score. The same steps can be taken as other pinned items
Search. Look up a specific pin (based on title or description)
Progress. Follow the progress of the actions

Action Planner Export

The Action Export provides a comprehensive overview of the actions generated from the results dashboard.

When clicking on Export, an excel file is downloaded that includes all actions and pinned items for the selected group. The file includes all relevant information for the user, such as status, deadline, score, last edit, and more.

Basic information such as the group, survey, and measurement name is also provided in each sheet

Actions are organized for efficiency:

Open actions are prioritized at the top
Followed by completed actions
Actions are sorted by deadline, with the nearest deadline at the top

If applicable, the file includes two tabs:

Actions: these are the pinned items with linked actions
Pins without actions: these are pinned items that do not have any actions linked (yet)