Applicable plan and options: Team Success Plan, Free Plan
Applicable service: Analytics
Who can perform this action (permissions): All members who can log in
Introduction
The Overview screen shows the status of all members and individual groups, including score trends and items with significant changes.
Sections of the Overview screen
Here’s what you’ll find on the Overview screen.
Scores, score distribution, and score trends
Score distribution
You can see how respondents’ scores are distributed across seven levels. For details, see Engagement score distribution.
Score trends
Hover over each survey data point to see the score and date.
Major increases and major decreases
Major increases and Major decreases list the subcategories with significant changes, separated into increases and decreases.
Team Spirits
Team Spirits are detected using a group’s overall score and the subcategories associated with each Team Spirit. Detection also considers how these differ from the overall score across all members. Team Spirits are detected based on which subcategory scores are relatively low within the group. For details, see Team Spirits on the Overview screen.
How to select what appears on the Overview screen
Follow these steps to select the groups, members, or survey delivery dates displayed on the Overview screen.
How to select groups or members
Follow these steps to select the groups or members displayed on the Overview screen.
Select All members at the top of the screen.
Select what you want to view.
For groups: Select a group from the Group tab.
For members: Select a member from the Member tab.
Note: You can only select groups and members you have permission to view. Without viewing permission, you can only select All members or your own results.
How to select a delivery date
Follow these steps to select the survey delivery date displayed on the Overview screen.
Select Latest at the top of the screen.
Select the delivery date you want to view.
Related keywords: Score trends, score distribution, key drivers, Team Spirits