Insights help employees, managers, and HR to sort and prioritise between issues after a survey has been performed.
Insights is a specific dashboard within the Eletive platform which updates as soon as a survey has ended. Insights can be found in all reports: me level, segment level and organization level.
Empowering administrators and managers with valuable insights at the segment level ensures they receive actionable information. These insights are specifically tailored for segments that have an assigned manager, enhancing efficiency and decision-making
Insights can take up to 24 hrs. after the survey is closed to be generated.
Insights are specified in the categories below.
Basic Insights
- Alerts - provides valuable information to managers and admins related to sensitive questions with lower scores. If you have access to the supportive chat feature in your plan and it's activated, admins or managers can proactively initiate a support chat. This allows admins and managers to offer assistance to employees who may have scored low on sensitive questions, even if no comments were provided. Additionally, admins and managers can use supportive chat to engage in constructive conversations and follow up on these insights. Alert insights are solely based on the latest survey results alone, even if a pulse frequency is used, and not the aggregated pulse results displayed in the report.
- Positive insights - are Insights that highlight questions that have a positive trend or score at least 30% higher than the default benchmark at the time the Insight was created and/or if the positive trend is at least 15% higher from previous survey. These insights are shown on all report levels and as an admin you can see insights for the whole organization as well as for certain segments.
- Improvement insights - are Insights that highlight questions that have a negative survey trend or score at least 30% lower than default benchmark at the time the Insight was created and/or if the negative trend is at least 15% lower from previous survey. These insights are also shown on all report levels and as an admin you can see insights for the whole organization as well as for certain segments.
- Attrition risk insights - If you have access to the attrition risk feature in your plan and it's activated, you can see insights based on trends and attrition risks. These insights are shown when attrition risk and insights are enabled within your organization. Attrition risk insights are shown on both segment- and organizational level.
Advanced Insights
- Topics - helps managers and admins spot important issues by looking at low-scoring sensitive questions with comments. It shows the top three concerns for each sensitive question, and provides a link to the comments section for more details. As an admin, you can view insights for the entire organization or specific segments. Topic insights are solely based on comments from the latest survey. Note: Only available if utilizing the Listening AI feature.
- eNPS Insights – shows eNPS and driver correlation, meaning that it highlights which drivers score high for promoters and low for detractors. As an admin you can see insights for the whole organization as well as for certain segments. eNPS insight cards will be created if there are minimum 2 detractors and/or 2 promoters in the report.
The different types of insights are shown as cards in the tool, with a maximum of 30 cards per category. Each card provides the option to mark it as seen or take action, thereby changing the card status to completed. The completion details, including who completed the card and when, are then shared with all users who have access to the card, fostering transparency and collaboration.
Me-level insights
As an employee you will have access to the improvement insights and positive insights.
The improvement insights will be received when a score on a specific question significantly falls below the benchmark or shows a significant negative trend, providing an opportunity to take proactive steps.
Similarly, as an employee, you will also receive positive insights when a question demonstrates a noteworthy positive trend or achieves a high score, allowing you to identify and learn from successful practices.
Both these category insights will guide you to the relevant driver, where you can explore advice and, if enabled, access suggested actions for the specific question.
Segment-level insights
At the segment level, managers and admins will have access to the insights tailored to the selected segment. These actionable insights empower administrators and managers to respond promptly to the results.
Note: Insights is only generated for segments with an assigned manager at the time of the survey send-out.
To view all insights in a category, simply click on the button for the specific category insight:
Once clicking the button, you’ll be presented with the available insights within this specific category and selected segment:
Note: For Users type attribute (All/Direct segments), the alert insights will only generate for the "Direct"-segments, meaning it's not expected to see this insight type in "All"-segments.
Organization-level insights
In the organization view, admins have the ability to access insights for the entire organization or focus on specific segments for a more targeted analysis. Insights are only generated for segments with an assigned manager. For the segments where you do not have a manager, Alerts and Topics will reflect results from the entire organization.
It is possible to choose what attribute the insights should be based on by selecting an attribute in the top right corner. If no attribute is selected, the insights will be based on all attributes providing a comprehensive perspective:
Note: Once activated, you'll start receiving Insights based on your latest closed survey. If notifications for the Insights feature are turned on, these will also be sent out at this time.
These insight cards are constantly updated to reflect the latest survey data.
Tip: We encourage you to establish a streamlined process within your organization for working with Insights to enhance efficiency.
Feel free to connect with your Customer Success Manager for inspiration and best practice advice.