Leadership views in Performance Leader are designed to help you quickly understand what's happening across your teams and take meaningful action. This guide will walk through how to navigate the view, analyse employee and team engagement data, and leverage AI to surface key insights and action points.
Navigating the practice view
The practice view (which you can name to suit your firm) gives you an overview of users across your department or practice group.
Click into your practice view from the leadership navigation.
You'll see different tabs for various data points. Focus on the People and Teams tabs for engagement insights.
Reviewing employee engagement data
The People tab provides a comprehensive view of individual engagement metrics across your team.
Click on the People tab to see an overview of employee engagement.
Use the column headers to sort data or use the search function to find specific individuals.
Click into any user's profile to dive deeper into their engagement data and history.
AI-powered insight: Click the AI button to generate a top-level summary of employee engagement data. AI will surface patterns and highlight where you should focus your attention—particularly useful when reviewing large datasets.
Analysing team-level information
The teams view organises data by reporting relationships, making it easy to review engagement across different cohorts.
Click on the Teams tab to see information grouped by direct reporting relationships.
Browse teams across your department, practice group, or office.
Sort, search, or export team data as needed.
AI-powered insight: Generate an AI summary for any team to quickly understand key patterns and recommended actions. This feature is especially valuable when comparing multiple teams or managing larger groups.
Customising AI prompts
You can tailor the AI prompts to align with your firm's priorities, such as focusing on specific skills or competencies.
Navigate to Compass AI through your admin menu.
Select Prompts to view all available prompts across your Performance Leader modules.
Choose the Leadership module to see the prompts for employee and team insights.
Click the edit icon next to the prompt you want to customise.
Either create a new prompt from scratch or copy the existing text and make your edits (e.g., changing "critical" to "focus" or adding new criteria).
Click Save when you're happy with your changes. The prompt will show as customised.
Understanding the leadership prompts
The two prompts shown below power the AI-generated insights in your leadership views. We explain what each prompt does and how you can adapt it to suit your firm's unique priorities.
Compass AI prompt review: Team Performance Insights
Provide a high-level summary to help department heads understand patterns and navigate the table below.**📊 KEY PATTERNS:**Summarize engagement distribution and trends. Example: "8 teams show Strong/Very Strong engagement" or "3 managers declining, 5 improving." Balance positive and concerning patterns.**👀 WHAT TO LOOK FOR:**Guide them on priority areas. Example: "Celebrate teams with high objective updates" or "Support managers with low check-in activity."**🎯 PRIORITY FOCUS:**Highlight both top performers (Strong+ engagement with positive trends) for recognition AND teams needing support (Weak engagement or negative trends).Use emojis for readability. Under 70 words. Focus on balanced insights for both recognition and improvement. Use UK spelling (e.g., "recognise", "optimise", "analyse").
This prompt analyses team-level engagement data and surfaces a balanced summary for department heads. It identifies both high-performing teams worthy of recognition and teams that may need additional support.
The prompt structures the output into three clear sections:
key patterns (what's happening overall),
what to look for (where to focus attention)
priority focus (specific teams requiring action)
By balancing positive and concerning patterns, it encourages leaders to celebrate success whilst also addressing areas of concern. The 70-word limit ensures the summary is concise and scannable, making it easy for busy leaders to digest key insights quickly. The use of emojis enhances readability and helps leaders navigate the information at a glance.
Ways to customise this prompt:
Focus on specific competencies or skills: If your firm is prioritising certain capabilities (e.g., client relationship management, technical excellence, or business development), you can add instructions to the prompt to highlight teams excelling or struggling in these areas. For example: "When identifying priority teams, consider their progress on client relationship skills and flag teams with low client feedback scores."
Adjust the engagement threshold: Depending on your firm's culture and expectations, you might want to change what constitutes "Strong" engagement or when a team is flagged for support. You could add: "Flag teams with fewer than 3 check-ins per month as requiring support" or "Highlight teams with 90%+ objective completion rates as top performers."
Incorporate firm-specific metrics: If your firm tracks additional engagement indicators (such as peer recognition, learning activities, or utilisation rates), you can instruct the AI to weave these into the summary. For example: "Include patterns around peer recognition frequency" or "Note teams with utilisation rates outside the 70-85% target range."
Compass AI prompt review: Employee Engagement Insights
Analyse individual employee engagement data. Provide executive-level patterns to help department heads understand their people.**📊 KEY PATTERNS:**Summarise employee engagement issues by counts. Example: "12 employees show zero activity" or "8 people haven't received feedback in 60+ days." Focus on measurable gaps.**👀 WHAT TO LOOK FOR:**Guide them on which table columns to examine. Example: "Check Last Activity column for disengaged individuals" or "Review employees with 0 feedback received."Use emojis for readability. Under 70 words. Focus on individual-level patterns not team advice. Use UK spelling (e.g., "analyse", "summarise", "recognise").
This prompt analyses individual employee engagement data to surface patterns that help leaders identify employees who may need attention or support. Unlike the team-level prompt, this one focuses on measurable gaps at the individual level—such as employees with zero activity, those who haven't received feedback recently, or individuals with low engagement scores.
By quantifying issues (e.g., "12 employees show zero activity"), the summary provides concrete, actionable insights rather than vague observations. The 70-word limit keeps the output sharp and focused, whilst the emoji structure helps leaders scan and prioritise their attention efficiently.
Ways to customise this prompt:
Define your firm's engagement red flags: Every firm has different indicators of concern. You might want to add specific thresholds that matter to your culture, such as: "Flag employees with no check-ins in 30+ days, no objectives set, or fewer than 2 pieces of feedback received in the last quarter" or "Highlight individuals who haven't updated their development goals in 90+ days."
Incorporate role-specific expectations: Different roles may have different engagement expectations. You could customise the prompt to account for this: "For senior associates and above, flag those with fewer than 4 feedback exchanges per month" or "For new joiners (less than 6 months tenure), highlight those with fewer than 2 check-ins per month."
Add positive pattern recognition: Whilst this prompt currently focuses on gaps, you might want to balance it by also surfacing highly engaged individuals. For example: "Also identify top 10% of engaged employees based on activity, feedback frequency, and objective progress for recognition or case study purposes" or "Highlight individuals consistently exceeding engagement benchmarks who could serve as peer mentors."