What can I find in the goal report?

Under the 'Insights' tab, you can find various overviews about Dialog usage within your organization. In this article we explain what you can find in this overview 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.

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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.
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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.

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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.

Active employees

This chart provides information about how many employees logged in during the selected period. The number in the circle diagram shows the number of employees who logged in at least once in the selected period.

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Here you will find the following statistics:

  • Active
    This number indicates how many employees have logged in to Dialog at least once during the selected period.

  • Not active
    This number indicates how many employees have not logged in to Dialog during the selected period.

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:

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  1. Filter by a cycle or by a self-set period
    All insights that are shown are about the selected cycle/period.

  2. Filtering by teams
    All insights that are shown are about the employees who sit the selected team.

  3. Filtering by functions
    All insights that are shown are about the employees holding the selected position.

  4. 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.

  5. 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.

 

Managing active users

This page also shows the number of active users. You can use this page to gain insight into the number of active users per month (number 1 from image above). That is, how many employees are logged into Dialog each month. You can do this for each month so that you have a good idea of how many employees are using Dialog each month.

Then you can set the overview 'per team' (number 4 from image above). That way you can immediately see which teams are actively using Dialog and which teams are not yet using it. It can be very valuable to talk to these managers to find out what causes certain teams to do very well and other teams to do less well.

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