Overview
The Engagement Ratings Dashboard show cases the survey responses that are sent to coachees when engagements are completed. It is here that you can view trends on questions like "How satisfied were you with the coaching engagement overall?". But not only can you view trends, you can also slice and dice the data by client, engagement coach, location, and more. Get immediate insights on where things are going well, and where there are areas for improvement.
Dashboard Filters
At the top of the dashboard, filters are initially hidden from view. There is a 'Show Filters' option on the top right that will expand to show all available filters.
Expanded Filters
Filters on the Engagement Ratings Dashboard are plentiful and include rating, engagement, coachee, and coach attributes.
Filter options include:
Rating Submitted Date
Engagement Created Date
Engagement Started Date
Engagement End Date
Engagement Type
Engagement On/Off Track
Engagement Off Track Since Date
Engagement Name
Engagement Template
Coach Name
Coaching Company
Coach Gender
Coach Department
Coach Business Unit
Coach Location
Coachee Name
Client Organization
Coachee Leader Leve
Coachee Departement
Coachee Business Unit
Coachee Location
Tabular Data
Aside from all of the visualizations and metrics, the Engagement Ratings Dashboard also contains the tabular data with all of the ratings and the associated attributes.
Export
On the top right of the dashboard is a 3-Dot menu that allows for easy export to various formats including to image, Powerpoint, PDF, and Excel.
The export dialog allows for further customization. In the case of exporting to Excel, as shown below, the individual graphs/charts/data can be selectively exported.