Heatmap

Heatmap is found by logging into Eletive and clicking on Heatmap in the menu to the left. Heatmap is viewable for Administrators, Analysts, and Managers.

Access

The Heatmap feature is designed to give the viewer an overview of the different segment results they have access to. As an administrator or analyst, you have access to view all segments in the Heatmap. As a manager, you only have access to view the segments that you have access to (i.e. the segments you are assigned as a manager to). 

Overview

When clicking on the heatmap you see an overview of all the segments that you have access to. On the Y-axis to the left, all the segments are presented, and on the X-axis on the top of the map the results columns are presented. The results that are viewable are Engagement index, eNPS value, Participation rate, and index per driver.

Hierarchies

If utilizing the hierarchies functionality in Eletive you will be able to visualize them in the Heatmap. For each parent segment you'll be able to see connected child segments, thus being able to drill down in the different hierarchy levels. 

In the image above you can see an example of the different parent/child segments based on the hierarchy structure:  Country  --> Department --> Team. 

When selecting segments, the segment selector will automatically select all the subordinate segments in the hierarchy. 

It's also possible to expand/collapse all segments based on the hierarchy by clicking on the arrows > on the parent segments. 

Filtering

In the top menu, you find a Filter selector where you can select the filters you want to view in the heatmap.

To choose your filters do the following steps:

1. Click on Filters
2. Choose which segments you want to view by selecting them from the drop-down Segments (rows)
3. Choose which results you want to view from the drop-down Columns
4. Choose additional filters from the drop-down Segments (data filter). These options are based on the attribute specific settings. 
5. View results from either All surveys or Included in organization report only from the drop-down Survey filter. This parameter is available to all users who have access to the heatmap. By choosing Included in organization report only, the results from the surveys that were included in included in the organizational report will be visible in the heatmap. When choosing All surveys, you see a total of all the latest survey results in the organization.

Favorite Filters

Favorite filters let you quickly access your most commonly used filter setups in the heatmap. Instead of manually configuring your filters every time, you can save time by creating and reusing your personalized filter combinations.

Set up your Favorite filters by following these steps: 

1. Set up your desired Filters in the heatmap.

2. Click the save icon to save your current setup.

3. Give your filter setup a Name and choose whether to Include date.

4. Click Save filters to store it.

Now your setup will appear in the drop-down by clicking the arrow next to Filters. 

Handle/Delete your Favorite filters by following these steps: 

1. Click on the arrow next to Filters to see the drop-down menu. 

2. Click Handle saved filters. 

3. Select the filters you want to handle and click on Delete selected to remove previously saved filters from your drop-down menu.  

In the top menu, you find a Date selector. To view results from a specific time period, select dates in the date selector:

1. Click on the date
2. Click on the dates you want to view
3. Click on Apply

Under the Date selector and Filtering options, you will get a clear overview of which filters you have selected at the moment.

If you want to deselect segments, click on Clear filters to clear all chosen filters or go to Filters and click on Deselect on the ones you want to remove from your view. 

Scores and Trends

In the top menu, you have the option to either view the scores from the latest survey by choosing Score or to view the trend since the last survey by choosing Trend.

Settings

In the Settings, you can choose if you want to Include organization score and if you want to show the overall driver score or Show questions. 

Include organization score

This parameter is available to users who have access to the organization report. By activating this parameter the result from the organization report will be visible as a segment in the heatmap.

Show questions

This parameter is available to all users who have access to the heatmap. By activating this parameter, the viewer sees index per question instead of index per driver in the heatmap.

Analyzing

The results in the Heatmap are color-coded. When analyzing the results there might be some rows that are grey with a small line in the value box. This means that there is no data in that report to show in the heatmap. This may vary depending on the filters that are used in the Heatmap currently.

When analyzing the results there is the possibility to click on the value you are currently viewing. When you click on a value you will automatically land within that segment report.

In the top menu, the Date selector can be used to go back in time and view results within a specific time period (this applies for each row/segment shown in the heatmap). You can go as far back as your first survey by using this filter.

By hovering over the segment name with your cursor you will see from which date the result is, see the image below. Note that the latest result for a segment does not have to align with when the latest survey took place. 

Export

You can export the Heatmap from the tool. To export the Heatmap do the following steps:

1. Click on Heatmap
2. Click on Export