The Executive Summary Dashboard

The Executive Summary Dashboard, an Insights feature available in select plans, provides a high-level overview of key organizational health metrics to help leaders identify what’s working, what’s not and understand where help is needed to enable sustainable productivity to drive top-down change.

To access the Executive Summary Dashboard navigate to Insights > Executive Summary. Watch the video below for a quick tour of the Executive Summary Dashboard and read this article for additional details.

A video overview of the Executive Summary Dashboard

Dashboard Filters

• 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

See which teams are achieving or exceeding productivity goals, and which are falling short. Encourage the highest-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 highest 3 and lowest 3 performing teams, relative to productivity goals. Only teams with less than 100% goal achievement will appear in the ‘Lowest 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

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.

Note: By default, an employee is considered overutilized or underutilized if their average Productive Hours / Day are at least 20% higher or lower than their Productivity Goal, which is the default utilization threshold level. This setting can be adjusted in the Insights Configuration Page. Learn more here.

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

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.

Productive Hrs/Day by Location

• Compare employee productivity across Remote, Office and Office/Remote environments to help guide workplace policies.

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.
• 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: Assorted workloads across team members. The distribution of healthy, overutilized, and underutilized team members 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.