Purpose of this Article
To explain the information provided in the main management dashboard and how to make this data useful to managers.
The management is labeled simply "Dashboard" on the left aligned vertical menu. See screenshot below:
We will refer to the management dashboard simply as "dashboard" for the remainder of this article.
- The dashboard is available on all plans.
- The dashboard is only available to specific profiles.
- The dashboard was designed to be viewed by a manager on their computer and not to be posted on a big screen. There are big screen dashboards designed for this purpose.
Profiles and Scopes
By default the dashboard is available to the admin and manager profiles. 2 default rules to keep in mind:
- The scope of the default admin profile is "all company" so admin profiles will have access to all data.
- The scope of the default manager profile is "locations and teams managed by user". Therefore managers will only see data of their direct reports and not the entire company.
If these rules do not meet your requirements, you can create custom profiles with custom scopes. When creating a custom profile remember these three rules related to scope:
- A profile with "all company scope will be able to see all company data on their dashboard
- A profile with "locations and teams managed by user" will only be able to see data of their direct reports.
- A profile with the scope "only user information" will not have access to the dashboard.
- Timeframe - You can filter by a preset or rolling timeframe
- Scope - You can filter toll up numbers by locations and teams
- Group by - Widgets that have tables can be grouped by locations, teams, locations and teams, or employees to quickly and easily see how each group is performing without having to pull a report.
- Unit - You will be able to see numbers in % or # form where relevant.
Employee Engagement Widget
Measures the badge recognition activity by timeframe and scope.
- % Engaged - # of users that have given or received recognition badges (in chosen scope and timeframe) / total # of active users.
- # of Recognition Badges Given - total # of badges given in chosen scope and timeframe.
- # of givers - total # of users that have awarded recognition badges in chosen scope and timeframe.
- # of receivers - total # of users that have received recognition badges in chosen scope and timeframe.
- Trend - trend comparison relative to the previous period. The number will show green if positive and red if negative.
Measures client satisfaction and tracks the closed-loop feedback process which supports continuous improvement.
- Csat% - Measures client satisfaction in chosen scope and timeframe. (CSAT formula = % positive ratings - % negative ratings).
- # of surveys - # of surveys closed (responded to) in in chosen scope and timeframe.
- Trend - Comparison of the previous period relative to chosen scope and timeframe.
- CSAT details - Csat stats by number or % depending on chosen filter, and trend.
- Unresolved ratings - Shows the total number of unreviewed ratings. Best practice is to review all feedback so the client is contacted quickly when necessary and opportunities to improve are uncovered and new processes implemented. The idea is to keep these numbers at zero.
- Table - The table is governed by the group by filter. The above screenshot example groups user by teams. This is meant for administrators and managers to easily view performance. In this example team performance. Managers can use this data to uncover recognition and coaching opportunities.
Crewhu Bucks Detail
Admins and managers can easily view spend and spending trends.
- Graph - A cumulative graph to illustrate up to date comparison trends between the current period and the previous period.
- Rewarded - Crewhu bucks rewarded based on the chosen timeframe and scope.
- Bucks per employee - The average rewarded per employee based on the chosen timeframe and scope.
- Redeemed - The amount of crewhu bucks redeemed by users for prizes in the store based on the chosen timeframe and scope. This number is important because it measures what has been spent.
- Prizes Waiting - Shows the prizes that have been processed based on the chosen timeframe and scope. This is a good management tool because it is important to deliver prizes promptly after they have been redeemed
Crewhu Bucks Table - The table is governed by the group by filter. The above screenshot example groups user by teams. This is meant for administrators and managers to easily view spend by group. It is also a good way to manage engagement a reward and recognition equity across the company.
This is a great widget to manage subscriptions because it tracks active users. It also helps with onboarding because it tracks who has created a login and who has a picture.
- Employees - Quantity of all time employees including inactive users.
- Active employees - The quantity of all active employees based on the chosen timeframe and scope.
- Not signed up - users who have not created a login. Users create a log-in by clicking on a link in an email sent by your company Crewhu admin.
- No app - Not applicable yet. Once our mobile app is launched for Crewhu 2.0 it will keep track of all users that downloaded the mobile app.
- No employee photo - It will track the number of employees without a photo. The photo is used for the survey (if this feature is turned on). The photo also will default as the user's internal photo unless the user uploads an avatar.