Under the 'Organisation' tab, you can find various overviews about Dialog usage within your organisation. In this article we explain what you can find in the goal report and how you can use it to steer for progress.
Circle diagrams
The circle diagrams provide insight into the status of the number of personal plans created, the number of goals created and the number of active users within the organization. Below we explain what each diagram entails.
Note: When you hover your mouse over any of the different insights, only the insight the mouse is on will be displayed.
Employees with plan
In this overview you will find information about how many employees have created their own personal plan in Dialog.
You will find the following information:
- Plan approved
This shows the number of personal plans that have been approved* by a supervisor.
*Note: If managers in your organization do not approve their employees' plans, this item does not show in the chart. - Plan defined
This indicates the number of employees who made at least one personal goal. - Registered
This indicates the number of employees who have registered for Dialog but have not yet created goals. - Invited
This indicates the number of employees who have been invited to Dialog but have not yet registered.
Amount of goals
In this overview you will find information about the number of active goals created within your organization. The number in the circle diagram shows the total number of active* goals within your organization.
*Note: any completed, archived, or scheduled goals are not counted in this overview as they are not active goals.
You can find the following statistics:
- Performance goals
This number indicates how many performance goals are active within your organization. - Development goals
This number indicates how many development goals are active within your organization. - Ambition goals
This section shows the total number of ambition goals active within your organisation.
* Note: this only shows if you are using the Talent module.
Active employees
This chart provides information about how many employees logged in during the last 365 days. The number in the circle diagram shows the number of employees who logged in at least once.
Here you will find the following statistics:
- Active
This number indicates how many employees have logged in to Dialog at least once during the last 365 day. - Not active
This number indicates how many employees have not logged in to Dialog during the last 365 days.
Specific insights by filters and settings
In Dialog you can apply a filter or a setting to obtain specific charts and insights related to employee goals. You can export the contents of the selected view as a CSV file. Here you find how to do this:
- Filter by a cycle or by a self-set period
All insights that are shown are about the selected cycle/period. - Filtering by teams
All insights that are shown are about the employees who sit the selected team. - Filtering by functions
All insights that are shown are about the employees holding the selected position. - Apply setting the overview by employee (and teams and functions)
All insights are shown per individual employee. Also, like the filters above, you can show insights by team or by function here. - Exporting data
The data is exported as a CSV file. You can then open this file in Excel so that you can read and share the contents of the table within the organization.
Steering for progress
To steer for progress it is important that you communicate clear expectations to employees and managers in advance. What and when are they expected to do something?
Steering by number of personal plans
Managing employees
You can use this overview to actively manage progress. You have direct insight into which employees already have a personal plan and which do not yet have one. So you know which employees you can still activate to think about what they want to achieve and develop.
Manage managers
By setting the overview to 'By team', you can see how many employees per team have already made a personal plan. Are there teams where many employees have not yet made a plan? If so, this could be a reason to contact the manager of this team to ask why.