Best way to summarize data of small teams in one dashboard | XM Community
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Hi all, 

 

hoping to find some insights - maybe somebody had a similar situation. We are running a yearly engagement survey with a parent-child org hierarchy. Now we have the situation, that some teams only have 2-3 people so they would never reach the anonymity threshold of 5. 

The idea now is to provide a dashboard to the upper managers of these teams (so next level up in hierarchy) with a summarised dashboard for these teams - so e.g. team a (3 people), team b (2 people) = summarised in one dashboard. What would be a good way to go about this? 
Using filters and lock them on the dashboard? 

Thanks for sharing!


BR 

Hi all, 

 

hoping to find some insights - maybe somebody had a similar situation. We are running a yearly engagement survey with a parent-child org hierarchy. Now we have the situation, that some teams only have 2-3 people so they would never reach the anonymity threshold of 5. 

The idea now is to provide a dashboard to the upper managers of these teams (so next level up in hierarchy) with a summarised dashboard for these teams - so e.g. team a (3 people), team b (2 people) = summarised in one dashboard. What would be a good way to go about this? 
Using filters and lock them on the dashboard? 

Thanks for sharing!


BR 

Hi there,

 

Can you please explain a bit more.

Hi 

If you have the hierarchy filter what you may need to do is to create a dashboard and in the permissions have all people underneath in the hierarchy, in this way the upper managers should be able to see the comulated of those smaller teams. And filter if they only want to see their direct reports or everyone underneath.


 

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