Viewing your interactive heatmap

Admins and leaders can segment survey results on the heatmap to dig deeper into all areas of engagement in order to identify key improvement areas, patterns, and correlations throughout the organization. 

The interactive heatmap enables owners of larger teams to click through to any sub-segment of their team on the heatmap and be presented with a summary, including overall engagement score, priorities, comments, and more. Sub-segments are visible if they, independently of the overall team, have met the visibility requirements.

This means, for example, that you might notice that employees in a specific department within your organization's local office are significantly below the company benchmark in relation to career Growth - you can then click through and instantly see a summary for this specific segment.

This article includes:

• Using the segment heatmap
• Customizing the heatmap view
• Exporting your heatmap

Using the segment heatmap

Everything on the heat map is interactive. You can switch your view to see segments of a specific attribute, or mix and match segments from different attributes (for example, selecting only some departments and some managers at the same time), by navigating back and forth within the segment selector using the arrows.

Selecting the data to analyze

Within the heatmap, you can do a quick comparison between the areas that you have access to as a leader or administrator. The more segment access you have, the bigger the ability to deep dive into the scores within the heatmap. 

To access the heatmap and segment data:

1. Select Analysis > Segments 
2. Click the segment selector button
3. Choose the attributes or segments you wish to see by clicking Select all or click into an attribute using the arrow to handpick the segments you would like to view

Changing your score view

It is possible to further filter your view by selecting which question group you would like to view, and how your score is displayed.

To change your score view:

1. Click on View
2. Select whether you want to see the heatmap by score, difference to benchmark, or difference to round
3. Once selected, the heatmap updates automatically

Analyzing a specific driver question set

You can analyze a specific question set depending on which are active within your account.  

Changing to a specific question set:

1. Click on Question sets Engagement black button.
2. Select the question set you want to focus on.
3. Once selected, the heatmap updates automatically

Customizing the heatmap view

Viewing the overall score

Switching on the Show overall score option will show the respective driver scores of the context that you are in (See Switching the overall dashboard context for more information). If you switch to another context, that will become the 'overall score' with respect to the segment heat map.

Showing participation

Use the Show participation option on the top-right of the heatmap will show the aggregated and latest participation per segment. The number of employees shown on the small human icon next to the segment name refers to the number of employees, who have contributed at least one score to the result in the aggregated timeframe.

Expanding subdrivers

By default you see the main driver questions scores, however you can deep-dive into the subdriver questions by selecting Expand sub-drivers. 

NPS vs Average mode

At any point, it is possible to switch your view between the NPS mode and the average mode using the options on the top right corner of your heatmap page. It will always default to the chosen mode of your company.

Exporting your heatmap

It is possible to export your heat map view in an Excel format, which is ideal if you are looking for a numeric breakdown of all your scores. 

To export your heatmap

1. Go to Analysis > Heat map
2. Click on Export
3. Select whether you want to include or exclude hierarchies
4. Once the export is ready, click on Download