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Engage: Dashboard

Table of Contents

  1. Introduction
  2. Total Favorability
  3. Comments
  4. Segments
  5. Action Plans/Latest Activity

Introduction

The dashboard is the first thing a user sees when logging into Engage Insights. In addition to the left hand menus that shows all of the modules present in the system, users will also be able to see overall analytics covering surveys that are currently in progress in the UI.

Additionally, various filters can be used to see various data points across different dimensions, survey types, and more. More info on the category filter can be found in our support article here.

newdashboard.png

At the very top of the page, users have the option to launch a new survey or poll straight from the homepage as shown below:

dashboardbuttons.png

Right below that, there is a filter button that allows users to a date range (e.g. last 30 days, 60, Custom) for the survey analytics shown, as well as filtering by survey type, dimensions, etc.:

filters.png

Additionally, the "Export PDF" button allows you to export a PDF version of the homepage to your computer. 

newdashboard.pngTotal Favorability

This section shows the favorability scale averages, broken down by overall percentages (shown in the line graph) as well as top and bottom performing categories with regards to favorability. The data here will change depending on the filters set in the dashboard:

overallfavorabilitydashboard.jpg

When you click on "How is this calculated?" located at the end of the description, a pop-up window will appear, detailing the methodology used to calculate the overall favorability score:

popuplink.png

Comments

This section will aggregate overall sentiment, as well as circle breakdowns of positive/negative comments across different categories in your survey reports:

comments.png

Segments

Based on the preset and custom dimensions that are set up in Engage, this section will break down sentiments among different segmentations of users that have completed surveys. 

Segments.png

Strongest and weakest segments, as well as deltas in sentiments among segments will be measured here. Additionally, hovering your mouse cursor over any segment will show a focus area button that can be clicked in order to create an action plan. More info on that can be found in our support article here.

Action Plans/Latest Activity

This final section will show active action plans that need to be completed or in progress. Those with a red exclamation mark are those that require more urgent action since the due date has been passed.

actionplanslatestactivity.png

Recently launched/closed surveys and polls will show under the "Latest Activity" box, and any box shown there can be clicked to take you to the respective survey/poll report.