ActivTrak Insights, which includes a variety of dashboards and features, saves you time and makes your valuable ActivTrak productivity insights more actionable with coaching opportunities and recommendations for leaders and employees, as well as goal-setting capabilities that help you and your teams work more wisely.
Insights are available in select plans. To learn more about enabling Insights in your account, request a live demo or get a quote.
Quick demo of Insights Dashboards
Read on for a brief overview of each dashboard and feature included in Insights. Click the link in each section below for detailed information on the associated dashboard or feature, or jump to the Frequently Asked Questions.
Note: Users' access to dashboards and features may vary based on account configuration. ActivTrak Admins can adjust access settings by assigning users roles and permissions.
Contents
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Insights Dashboards
- Financial Loss
- Executive Summary
- Team Comparison - Productivity
- Team Comparison - Efficiency & Workload
- Team Comparison - Side by Side
- Location Insights - Team
- Location Insights - Users
- Activity Alignment - Team
- Activity Alignment - Users
- Activity Alignment - Details
- Activity Breakdown - Team
- Activity Breakdown - Users
- Work Efficiency - Team
- Work Efficiency - Users
- Workload Balance - Team
- Workload Balance - Users
- Workload Balance - Capacity Planning
- Technology Usage - Overview
- Technology Usage - Top Changes
- Technology Usage - Adoption
- Benchmarks & Goals
- Personal Insights
- Insights Features
- Insights Settings
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Frequently Asked Questions
- How often does the Insights data refresh?
- How often are Coaching Opportunities refreshed?
- How does the Goal Setting feature work?
- Can I hide details of individual user's activity from Insights Dashboards?
- How is Focused Time calculated?
- How is Collaboration Time calculated?
- How is Multitasking Time calculated?
- How are Attention Shifts identified?
- How is Attention Residue Time calculated?
- How are the Workload Balance Utilization Levels calculated?
- How is Break Time calculated?
- How is Location (Office, Remote, Office/Remote) determined?
- What is the difference between "Last 7 complete days" and "Last 7 days"?
- What is the purpose of the Day Type filter in Insights dashboards?
- How do filter selections transfer between Insights Dashboards and Coach?
- Can I view more than 50 users in the Insights tables?
- Learn more
Insights Dashboards
Financial Loss
Transform productivity data into financial metrics, helping executives quantify underutilized workforce capacity and associated salary costs to make data-driven decisions about resource allocation and organizational design.
Executive Summary
Keep a pulse on organizational health with a 30,000-foot view of productivity goal attainment and utilization levels. Quickly assess the balance between productivity and well-being to identify teams that need support. Learn more.
Team Comparison - Productivity
Compare key productivity and focus indicators against team goals. Identify opportunities to learn from teams' best practices. Learn more.
Team Comparison - Efficiency & Workload
Compare key organizational efficiency and health indicators across teams. Identify opportunities to reallocate resources to meet company goals and boost productivity. Learn more.
Team Comparison - Side by Side
Understand how your team is working in comparison to other teams. Identify best practices and opportunities to improve. Learn more.
Location Insights - Team
Understand where teams spend their time to assess compliance with in-office policies and make data-driven decisions about office space investments. Learn more.
Location Insights - Users
See when employees work in the office vs. remotely, and where they are most productive. Learn more.
Activity Alignment - Team
See how many team members are achieving their goals for time spent on core activities that are critical to success. Learn more.
Activity Alignment - Users
See how much time individual team members spend on high-value activities to provide concrete coaching guidance. Learn more.
Activity Alignment - Details
Drill down to see the specific websites and applications team members use, and how many hours they spend on them. Learn more.
Activity Breakdown - Team
Analyze how total time is being spent by teams and individuals. Using goals, you can quickly evaluate how your team’s behaviors compare to the optimal state defined. Learn more.
Activity Breakdown - Users
Analyze the category breakdown of activities by team and individual to understand alignment to team function and goals. Learn more.
Work Efficiency - Team
View metrics for productive and focused hrs/day to understand how your team works and compare against team goals. Learn more.
Work Efficiency - Users
Identify inefficiency sources contributing to leaks in productive time and focused time. Learn more.
Workload Balance - Team
Understand work habits across teams and identify who is working long hours and off-hours on a consistent basis. Learn more.
Workload Balance - Users
Understand the work habits of team members and identify who is consistently working long hours and off-hours. Learn more.
Workload Balance - Capacity Planning
Make data-driven decisions about headcount allocation and resource distribution. Learn more.
Technology Usage - Overview
Understand the allocation percentage of top categories, applications, and sites. Learn more.
Technology Usage - Top Changes
Compare different time ranges to identify changes in allocation percentages for top categories, applications and sites. Learn more.
Technology Usage - Adoption
Understand how technology measures user adoption changes across different teams and categories. Learn more.
Benchmarks & Goals
Compare productivity and focus against team historic benchmarks and set future goals based on historical data to help establish a culture of continuous improvement. Learn more.
Personal Insights
Get insights into your personal work habits to help improve your workplace experience and develop critical skills for personal development. Using this visual representation of the digital workday, individuals can make informed decisions in areas that can dramatically reduce fatigue, stress and inefficiencies, and provide a path to higher productivity and sustainable outcomes. Learn more.
Insights Features
ActivTrak Coach
ActivTrak Coach helps managers focus on meaningful trends and take action to increase team productivity, boost employee engagement, and promote healthier work habits. Learn more.
Impact Analysis
Correlate organizational change to shifts in employee work habits. Conduct A/B tests and before-and-after analyses to understand the impact of new workplace programs (like a reduction in force, a new hybrid work policy, or a 4-day work week), leadership changes, the adoption of new technology, and much more. Learn more.
Insights Settings
Insights Configuration
Ensure insights are relevant and applicable by setting configurations specific to your organization. Learn more.
Email Subscriptions
Create email subscriptions for yourself and other app users to share a snapshot of Insights dashboards on a daily, weekly, or monthly basis. Review our Insights Data Glossary to learn more about the different metrics and terms used in Insights dashboards and features. Learn more.
Share Personal Insights
Leaders and managers can also share the Personal Insights Dashboard with employees to help them design their schedules and adjust work habits to improve their work experience and well-being. Follow the instructions outlined here to subscribe your employees to the report.
Frequently Asked Questions
How often does the Insights data refresh?
Data is updated once daily for all Insights dashboards and reports. Any changes to configuration settings, account access, or goals made during the day will not be reflected until the next data load. The refresh window is 1 a.m.—6 a.m. (based on the account’s time zone).
The top right corner of the application displays a timestamp showing when Insights data was last updated, as shown in the screenshot below.
Additionally, caches are created at the user level daily once a dashboard has been executed. Caches are saved for every single filter combination, meaning that every change in a filter will create a new cache for the remainder of the day. This results in faster response times after the initial dashboard execution.
How often are Coaching Opportunities refreshed?
Coaching Opportunities are refreshed every Monday (once per week). When new Coaching Opportunities are available to review, a red notification indicator will appear next to the Coach tab in the left navigation.
How does the Goal Setting feature work?
All users are onboarded with default goals: Productive Hrs/Day = 6.0 and Focused Hrs/Day = 3.0. Goals can be configured at the team level on the Benchmarks & Goals page. If a user belongs to more than one group, the user will be assigned the goal of the Primary Group. Admins can change the User's Primary Group if needed.
Administrators can set goals. Additionally, if the administrator grants them permission, Power Users and Viewers can set goals for each team. To learn more about user roles and permissions, click here.
Can I hide details of an individual user's activity from Insights Dashboards?
Yes! To view team-level data only in Insights Dashboards, toggle on the "Exclude Non-business Activity Details" setting on the Insights Configuration Page (Insights > Configuration). Learn more here.
How is Focused Time calculated?
Focused Time is the productive time when an individual is engaged and working on a single task without collaboration, disruption, or attention shifts.
Focused Time = Productive Time - Collaboration Time - Multitasking Time
How is Collaboration Time calculated?
Collaboration Time occurs through two-way communication using digital collaboration tools like meeting software, chat and messaging tools. By definition, collaboration time is not focused, even though it is critical in every company.
You can configure the categories that roll up to Collaboration Time from the 'Collaboration Time' setting in the Metrics tab of the Insights Configuration Page (Insights > Configuration).
How is Multitasking Time calculated?
Multitasking Time includes productive activities consisting of multiple tasks executed in a short period of time.
Multitasking Time = Time spent in Attention Shifts + Attention Residue Time
See definitions for attention shifts and attention residue time below.
How are Attention Shifts identified?
Attention Shifts can be configured at the account level from the 'Attention Shifting' setting on the Metrics tab of the Insights Configuration Page (Insights > Configuration). By default, Attention shift events will be triggered when:
- The number of applications/sites accessed within 60 seconds is more than 2
- The number of screen views (title bars) accessed within 60 seconds is more than 4
How is Attention Residue Time calculated?
Our brains take some time to get back on track and focused after an attention shift. ActivTrak incorporates this dynamic into our app by adding a 3-minute attention residue ‘tax’ after each attention shift, making it more representative of how our brains react to an attention shift before they can focus again. You can read more about the science behind it here.
How are the Workload Balance Utilization Levels calculated?
By default, users are classified in a bar chart color-coded by utilization level as follows:
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Underutilized: When an individual is less than 20% under their productive hours/day goal
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Healthy: When an individual is within +/- 20% of their productive hours/day goal
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Overutilized: When an individual is more than 20% over their productive hours/day goal
Note: The % Threshold vs Productive Hrs/Day Goal can be configured using the setting at the top of the Workload Balance Dashboard.
How is Break Time calculated?
A Break begins when a user's computer has been inactive for more than 5 minutes during Working Hours. Working Hours for each user can be configured in Settings > Schedules.
The duration of an individual break is capped at 2 hours. After 2 hours, a user will be shown as inactive, but the time will not count toward the user's Break Time.
Average minutes per break is the total break time in minutes divided by the total number of breaks over a given time period.
How is Location (Office, Remote, Office/Remote) determined?
The ActivTrak Agent analyzes a user’s IP address and unique on-device signals to determine whether the user is co-located with other employees from the same organization (labeled “Office”) or not (labeled “Remote”). The “Office/Remote” category is assigned when a user works from an office and a remote location on the same day, with less than 80% (by default) of their work time spent in either location.
Please read this article for additional details. For other Location Insights FAQ, click here.
What is the difference between 'Last 7 complete days' and 'Last 7 days'?
"Last 7 complete days" does not include today's data, while "Last 7 days" does.
Example: Today’s date is 02/01/21
- Last 7 complete days: 01/25/21 - 01/31/21
- Last 7 days: 01/26/21 - 02/01/21
Note: The Personal Insights Dashboard is the only dashboard configured to return the Last 7 complete days. Users can select a timeframe using the Activity Date filter on all other Insights Dashboards.
What is the purpose of the Day Type filter in Insights dashboards?
The Day Type filter allows users to limit the data displayed in Insights dashboards to either weekday (Monday through Friday) or weekend activity. When viewing data for a team with a typical work schedule of Monday through Friday, this filter ensures that averages (e.g., Productive Hrs/Day, Focus Hrs/Day, Total Time) are not skewed by weekend activity. Learn more about how averages are calculated in the Insights Data Glossary.
Admins can create schedules to reflect employees' working days and hours to ensure accurate reporting for teams that do not work a standard work week (Monday through Friday).
Note: ActivTrak only collects data during a User’s defined schedule.
How do filter selections transfer between Insights Dashboards and Coach?
In most dashboards within Insights, the filters you apply carry over when navigating between dashboards where the same filters are available. These filters also carry over to Insights Dashboards from your Live Reports. The first time you visit a dashboard, the ‘Team’ filter defaults to the first team in the list (in alphabetical order). This is also the default when filter selections are cleared.
However, there are a couple of exceptions:
- Each time a user navigates to the Executive Summary Dashboard or Coach, the ‘Team’ filter defaults to ‘any value’ (all teams in a user’s Viewable Groups), regardless of the teams selected in other Insights Dashboards. This reflects the intended purpose of the Executive Summary and Coach, which is to provide a view of performance across the organization.
- Note: If a user selects specific teams within the Executive Summary, these values are transferred to other Insights Dashboards.
- Team selection in Insights Dashboards is not reflected in the Personal Insights Dashboard, which only displays data for one employee at a time.
Can I view more than 50 users in the Insights tables?
Yes. Click on the ellipsis in the top right menu of the visualization, then select Download data. Expand the Advanced data option, then select 'As displayed in the data table' in the results section. Select 'Custom' x rows in the 'Number of rows to include' section.
Learn more
- How to Set Goals
- Creating and Managing Insights Email Subscriptions
- Insights Data Glossary
- A Manager's Guide to Using Insights
- User Roles & Permissions in ActivTrak
- Get a quote to add Insights to your account