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Company-Wide Insights

Use heatmaps, 9-box grids, radar charts, and distributions to analyze performance across your organization

Effy AI’s Insights help you move from individual reviews to organization-level patterns, making it easier to spot strengths, gaps, and trends across teams.

Accessing Insights

Go to Reviews → Insights in the left navigation.

Access to Insights depends on your workspace role and sharing settings.

Available views

Heatmaps

Visualize performance scores across competencies and employees.

  • Quickly spot strengths and weak areas

  • Compare teams, roles, or departments at a glance

9-box grid

Plot employees on a performance vs. potential matrix.

  • Identify high performers and high-potential talent

  • Support calibration and succession planning discussions

Radar charts

Compare competency scores visually.

  • Useful for individual or role-based comparisons

  • Highlights imbalances across skill areas

Configuring Insights

You can fine-tune how Insights are calculated and displayed:

  • Edit competency labels
    Go to Set up report → Edit topics to control how questions are grouped in Insights.

  • Question types used in calculations
    Only rating-type questions are included in quantitative analysis.
    Open-text responses are excluded from charts and scores.

  • Access control
    Use the Manage access button to define who can access the Insights dashboard.

Understanding percentiles

Scores in Insights can be shown as percentile rankings.

  • 47% means the person scored higher than 47% of all rated employees for that competency

  • 10% means the person is in the lowest 10th percentile

  • 90% means the person is in the top 10%

Percentiles make it easier to compare results across teams and cycles, even when different forms or reviewers are involved.

Weighted scoring

Effy AI currently does not support weighted scoring.

  • All review types (self, peer, manager, upward) are weighted equally

  • If you need custom weighting:

    • Export raw data

    • Apply weights manually in a spreadsheet

Weighted scoring is on the product roadmap.

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