Executive Summary Dashboard

The Executive Summary Dashboard provides a high-level overview of key organizational health metrics to help leaders identify what’s working, what’s not, and drive top-down change. Quickly assess productivity and utilization trends across teams to understand where help is needed to enable sustainable productivity.

Key Questions

Considerations

Are teams able to meet productivity goals while maintaining healthy work habits?

Consistently working long hours to meet productivity goals will eventually lead to burnout and potentially costly turnover. 


Assess the relationship between team productivity and utilization levels in the Stats by Team Report to determine whether current work habits are sustainable and to identify teams that may need additional support.

How can leaders identify and prioritize teams that need support?

Reference the Team Utilization section and the Bottom Teams Report in the Productivity Goal Achievement section to quickly identify teams struggling with workload balance and those falling short of productivity goals. The Biggest Decline Reports display teams that have experienced the most significant negative trends over the past month or quarter.


Utilize these metrics to help drive conversations with team managers about underlying issues and how to address them at the team or organizational level.

Dashboard Filters

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  • Activity Period: See data for the current or previous week, month or quarter. The Activity Period is reflected in all reports within the dashboard.
  • Comparison Period: Compare the Activity Period to a past time period to see which teams have experienced the greatest shifts in productivity and utilization levels. Data for the Comparison Period and Activity Period are shown side-by-side in the ‘Biggest Increase’ and ‘Biggest Decline’ reports.
  • Team: Select the team(s) to display in the dashboard. The teams displayed in this list reflect a user’s Viewable Groups. By default, the Team filter displays all Viewable Groups.
    • Note: Selections made in the Teams filter within other Insights Dashboards do not carry over to the Executive Summary.

Click ‘More’ to see the following filters.

  • Show N Teams & Filter Teams by:
    • Select the number of teams (1-500) to display in the ‘Stats by Team’ report. This filter can be used to improve dashboard load times for large accounts (100+ teams).
    • If there are more teams selected in the ‘Team’ filter than the number in ‘Show N Teams,’ you can use ‘Filter Teams by’ to determine whether the ‘Stats by Team’ report displays teams with the highest or lowest productivity (based on average productive hours per day).
  • Day Type: Limit the data displayed in the dashboard to only weekday or weekend activity.

Productivity Analysis

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See which teams are achieving or exceeding productivity goals, and which are falling short. Encourage top-performing teams to share best practices with others in the organization and identify teams that may need managerial coaching or support.

Productivity Goal Achievement (Based on Average Productive Hours / Day for the time period selected in the ‘Activity Period’ filter)

  • See the top 3 and bottom 3 performing teams, relative to productivity goals. Only teams with less than 100% goal achievement will appear in the ‘Bottom Teams’ report, so you may see fewer than 3 teams displayed here.

Biggest Increase in Productivity (Based on the difference in a team’s Average Productive Hours / Day between the time periods selected in the ‘Activity Period’ filter and the ‘Comparison Period’ filter)

  • Use the ‘Activity Period’ and ‘Comparison Period’ filters at the top of the page to gauge trends in team performance. Understanding which teams have made the greatest productivity improvements can help pinpoint the work habits and organizational changes (such as manager coaching, increased headcount, or shift in work model) that lead to success.

Biggest Decline in Productivity (Based on the difference in a team’s Average Productive Hours / Day between the time periods selected in the ‘Activity Period’ filter and the ‘Comparison Period’ filter)

  • Reference this report to zero in on teams that may need coaching or support. Work with team managers to diagnose the issue(s) and identify potential resolutions, and track progress over the coming months to assess the impact of the changes that are implemented.

Utilization Analysis

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Identify teams that may be at high risk of burnout and those with untapped potential. The reports in this section can help prioritize headcount allocation and signal opportunities for team restructuring to achieve greater workload balance across the organization.

Team Utilization (Based on the percentage of overutilized / underutilized team members during the time period selected in the ‘Activity Period’ filter)

  • See the teams with the highest percentage of overutilized team members (indicating potential burnout risk) and underutilized team members (signaling untapped potential).
  • If no results are displayed in either of these categories, the teams selected in the ‘Team’ filter at the top of the page did not have any overutilized or underutilized employees for the given time period.

Biggest Increase (Based on the difference in a team’s total number of Healthy Days between the time periods selected in the ‘Activity Period’ filter and the ‘Comparison Period’ filter)

  • An increase in Healthy Days (days when team members were not over- or under-utilized) indicates that teams are adopting healthier work habits and have a more even workload distribution.
  • Identify the factors that may have contributed to this improvement (ex. managerial coaching, a recent increase in team staffing, realignment of workload within or between teams) and consider how these changes might be replicated within other parts of the organization.

Biggest Decrease (Based on the difference in a team’s total number of Healthy Days between the time periods selected in the ‘Activity Period’ filter and the ‘Comparison Period’ filter)

  • A decrease in Healthy Days indicates a trend toward workload imbalance within a team, with an increase in the number of team members who are either overutilized or underutilized.
  • Reference this report to flag teams that may need support, then reference the ‘Stats by Team’ table below to identify the specific problem area.

Productivity & Utilization KPIs

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Assess organizational health and inform hiring and capacity planning decisions with a snapshot of productivity and utilization across teams.

Average Productive Hours / Day  

  • See the average number of Productive Hours / Day for all teams selected in the ‘Team’ filter at the top of the page.

Utilization Level

  • See what percentage of employees across your organization are overutilized, underutilized, and healthy, based on the number of total hours worked during the selected timeframe.
    • By default, an employee is considered overutilized or underutilized if their average Productive Hours / Day are at least 30% higher or lower than their Productivity Goal.
  • Is burnout risk widespread? Are there a significant number of employees who may have additional capacity? Use this as a general gauge of organizational health, then see a more detailed breakdown in the ‘Stats by Team’ report to the right.

Stats by Team

  • This report provides a side-by-side view of productivity and utilization levels across teams to enable a  holistic view and enable you to see connections between these metrics, rather than viewing them in isolation. The ‘Team Workload’ column indicates the overall health of each team, based on the percentage of overutilized, underutilized, and healthy team members during the selected time period. Workload levels are defined as follows:
    • High: At least 50% of team members are overutilized
    • Optimal: At least 70% of team members are healthy
    • Low: At least 50% of team members are underutilized
    • Varied: Distribution of healthy, overutilized, and underutilized team members is varied and does not fall into any of the above categories
  • To achieve sustainable productivity, teams must be able to achieve their goals while maintaining healthy work habits. Productive teams that are consistently overutilized probably won’t stay productive for long — sooner or later, burnout can lead to poor employee experience and attrition.
  • Drill into the work habits that underlie each team’s performance by clicking on a team’s name in the  ‘Stats by Team’ report. The Workload Balance Dashboard provides more detail on utilization levels, and the Work Efficiency Dashboard contains additional productivity insights.

Email Subscriptions

You can self-subscribe to the Executive Summary Dashboard or create a subscription for executives in your organization to provide regular, automated updates via email.

Email subscriptions created for v1 of the Executive Summary (retired in February 2022) will remain active, but will reflect the data displayed in the redesigned dashboard. Subscriptions will maintain the cadence, recipients, ‘Team’ filter, and ‘Day Type’ filter selected when the subscription was created. The ‘Activity Date’ filter will default to ‘This Month’ and the ‘Comparison Date’ filter will default to ‘Previous Month.’ To override the default filter selections, you will need to delete the existing subscription and create a new one with the desired filter selections.

Where to Find Metrics from Executive Summary v1 (Retired in February 2022)

With the release of the Executive Summary Dashboard v2, some metrics have been removed from the v1 dashboard. However, all of this data is still available via other Insights dashboards. Please see the table below for details.

Note: In the Executive Summary Dashboard v1, a default time frame was used for each metric. In Insights dashboards, you can adjust the time frame by using the Activity Period filter.

Metric

Insights Dashboard

Work Efficiency - Last 7 Days

Work Efficiency - Overview tab

Productivity Efficiency - Last 7 Days

Focused Hours / Day - Last 7 Days

Focus Efficiency - Last 7 Days

Productivity Trend - Last 12 Complete Weeks

Work Efficiency - Trends tab

Focus Trend - Last 12 Complete Weeks

Top Changes in Category Usage - Last 7 Days

Technology Usage - Top Changes tab

 

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