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Using the Usage Dashboard

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by Gloria Liou
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Usage Dashboard

The usage dashboard helps you manage and communicate the value of your BetterWorks program. You can easily find critical data points like which users haven’t activated and which users haven't yet shared their conversations. From there, you can break that data down by department, manager, and more to find program trends.
 
This article explains the purpose of the usage dashboard, the various data points shown in the dashboard, and how it can help you manage your BetterWorks program.
  1. Accessing the Usage Dashboard
  2. Usage Dashboard for Goals
  3. Usage Dashboard for Conversations
  4. Frequently Asked Questions
 

Accessing the Usage Dashboard

  1. Log in to BetterWorks as an admin
  2. Click Admin in the top toolbar
  3. Click Program management in the secondary bar
  4. You will automatically be brought into the usage dashboard. 
    • You can also use the search bar at the top left return back to the Usage Dashboard from anywhere within the Admin panel

Screen_Shot_2018-02-09_at_3.22.20_PM.png

 

Usage Dashboard for Goals

  1. Use the “Data Controls” functionality to adjust the date range of your data. The usage dashboard will return data about all users and all goals that were active during that time frame.
  2. If you’d like to export the underlying data forming the numbers you see in the usage dashboard, click the Export to CSV button at the bottom of the usage dashboard page. 
    • The usage dashboard is powered by the same data as the User Objective Activity Report from the Reports tab, so this export will contain identical data.

What goals data can I find inside the usage dashboard?

Data Type Description
General*  
Activated users Users who successfully logged into BetterWorks at least once
Users who haven't activated Users who have never logged into BetterWorks
Provisioned users Users with a BetterWorks account per the specified data controls
Sum of Activated users and Users who haven't activated
   
Users with objectives Users who are participating in at least one objective during the given date range (either owns the objective or at least one key result)
Users with no objectives Users who are not participating in any objectives
Provisioned users Users with a BetterWorks account per the specified data controls
Sum of Users with objectives and Users with no objectives
   
Objective Data*  
Public objectives Objectives visible to all users active during the given date range
Private objectives Objectives with limited visibility that were active during the given date range
Total objectives All objectives that were active during the given date range
Sum of Public objectives and Private objectives
   
Aligned objectives Active objectives that contributed progress to another objective 
Unaligned objectives Active objectives that did not contribute progress to another objective
Total objectives All objectives that were active during the given date range
Sum of Aligned objectives and Unaligned objectives
   
 Activity Data  
Total logins Total logins across entire user base during the given date range
Users with logins Users who logged in at least once during the given date range
Users with no logins Users who never logged in during the given date range
Provisioned users Users with a BetterWorks account per the specified data controls
Sum of Users with logins and Users with no logins
   
Total check ins Total times a progress update was made across entire user base during the given date range
Users with check ins Users who updated key result progress or commented on their own goal at least once during the given date range
Users with no check ins Users who never updated key result progress or commented on their goal during the given date range
Provisioned users Users with a BetterWorks account per the specified data controls
Sum of Users with check ins and Users who no check ins

*Note: please see the Frequently Asked Questions below for details on data-nuances for General and Objective Data

 

Usage Dashboard for Conversations

  1. Click the drop down to "Conversations"
  2. Click the next drop down to select the correct conversation template
  3. Use the “Data Controls” functionality to adjust the date range of your data. The usage dashboard will return data about all users and all goals that were active during that time frame.
  4. If you’d like to export the underlying data forming the numbers you see in the usage dashboard, click the Export to CSV button at the bottom of the usage dashboard page. 
    • The usage dashboard is powered by the same data as the Conversation Adoption Report from the Reports tab, so this export will contain identical data.

What conversations data can I find inside the usage dashboard?

Data Type Description
User Data  
Users participating in conversations Users that are a direct report and/or a manager in at least one active conversation during the given date range for the specified template
Users not participating in conversations Users that are not a direct report nor a manager in an active conversation during the given date range for the specified template
Provisioned users Users with a BetterWorks account per the specified data controls
Sum of Users participating in conversations and Users not participating in conversations
   
Logins  
Users who have logged in Participating users who logged in at least once during the given date range
Users who haven't logged in Participating users who never logged in during the given date range
Users participating in conversations Users that are a direct report and/or a manager in at least one active conversation during the given date range for the specified template
Sum of Users who have logged in and Users who haven't logged in 
   
Conversations data  
Submit Data *Only applicable if template has "Admin Review Period" dates enabled. See Conversation Cycle Dates within Performance Reviews: Recommended Conversations Configurations for an explanation on how to configure the Admin Review Period.
Users who submitted all conversations Users who have clicked the "Submit" button on all applicable conversations to make answers visible to Admins in Conversations reporting (shows in the Conversations Answers Report)
Users with unsubmitted conversations Users who still have at least one conversations where they need to click "Submit" to make answers visible to Admins in Conversations reporting
Users expected to submit Users who have the "Submit" button available to them
Sum of Users who submitted all conversations and Users with unsubmitted conversations
Users participating in conversations Users that are a direct report and/or a manager in at least one active conversation during the given date range for the specified template
   
Share Data  
Users who shared all conversations Users who have clicked the "Share" button on all conversations they are participating in to make answers visible to their counter part and Admins in Conversations reporting (shows in the Conversations Answers Report)
Users with unshared conversations Users who still have at least one conversation where they need to click "Share" to make answers visible to their counter part and Admins in Conversations report (shows in the Conversations Answers Report)
Users expected to share Users who have the "Share" button available to them
Sum of Users who shared all conversations and Users with unshared conversations
Users participating in conversations Users that are a direct report and/or a manager in at least one active conversation during the given date range for the specified template

 

Frequently Asked Questions

  • Why are deactivated users showing up in the counts for the User Data points, and in my exports from the usage dashboard?
    • If a user was active at any point during the given date range, then they will be included in the underlying data for usage. In coming versions of the usage dashboard, we will give you the ability to exclude all deactivated users regardless of whether they were active during the date range or not.
  • I use the Dashboard view inside of the Objectives tab, and sometimes the total number of objectives there is different from Total objectives here in the usage dashboard. What gives?
    • The Dashboard view and the usage dashboard serve very different purposes, so the data is a bit different between them. The Dashboard view is designed to give all users better insights into data around their objectives, and their teams’ objectives. The usage dashboard is designed to help you, as an admin, manage your BetterWorks program.
    • Here are some of the key differences:
    • We exclude “Getting Started with BetterWorks” objectives from the Usage Dashboard because they skew compliance data; users who don’t actually have real objectives look like they have objectives.
    • We exclude groups and departments from the Usage Dashboard because it is not possible to “take action” on them; you cannot “nudge” a department. Knowing this, we keep the data limited to users, so that you can take precise and effective compliance action.
  • What is the difference between Users who haven’t activated and Users with no logins?
    • Users who haven’t activated are users who have never logged into BetterWorks at any time. Users with no logins only looks for logins within the given date range. 
    • Put another way, a user may have “activated” at some point in the past, but he/she could have no logins during the given date range.

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