Dashboard 2.0 Overview

8/16/2019 Dashboard 2.0 Overview

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Dashboard 2.0 Overview


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2 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.

Contents

Overview of Dashboard 2.0

• Intro – What is dashboards 2.0

Configuration Information for Administrators

• Enabling Standard Dashboard – using the Role Based Permission framework

• Enabling Standard Dashboard – using traditional SuccessFactors security model

Detailed Dashboard Descriptions

• Goal Dashboard

• Competency Dashboard

• Performance Dashboard

• Succession Dashboard


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What is dashboard 2.0?

Dashboards 2.0 is an embedded analytics solution in the SuccessFactorssuite.

The technology behind is an in memory analytics and calculation engine

pulling data from the AdHoc reporting framework. This allows the

dashboards to be fast, interactive and always have data that is 100% up

to date (no delay).

The dashboards are built by SuccessFactors and partners and are

available as customized dashboards or as standard dashboards available

for all customers in the Success Store gallery.

Note: There might be customer-specific configuration that prohibits the

standard dashboard from working out of the box. We cannot guarantee

that all widgets in the standard dashboards work for your configuration.


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What is dashboard 2.0?

Select Dashboard

Dashboard Settings &

Filters

Shift view

Click in charts to filter

And drill down to a

list

Download list as

CSV/Excel file

Zoom in charts

Get extra insights in

mouse over tooltip


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Available Dashboards

Goal Dashboard

Performance Dashboard

Competencies Dashboard


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Enabling standard

dashboardsRole Based Permissions


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Step 1: Read This Quick Guide

Step 2: Contact Customer Success and ask for the New Dashboard

2.0 Framework to be enabled for your company

Step 3: Give administrative

privileges for admin

Step 4: Add dashboard(s) from

Success Store gallery

Step 5: Provide access to the

end users

How to Get the New Dashboards

Slide 9-14 for setup with role

based permisioning enabled

Slide 15-21 for setup with clasic

permisioning


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Role Based Permissions: Admin Privilege


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Role Based Permissions: Add Dashboards to Instance


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Role Based Permissions:Give user access


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Role Based Permissions:Give user access


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Enabling standard

dashboardsClassic Permissions


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Classic Permission: Admin Privilege


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Classic Permission: Add Dashboards to Instance


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C


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Classic Permission:Give user access

Cl i P i i


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Classic Permission:Give user access


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Appendix:Description of Standard Dashboards


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Objective Dashboard


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Objective Dashboards

Description

Provides a count of objectives by category and status. All categories and statuses

that have been used will across the goal forms in the reports will be shown.

Please note that if there are variations in spelling or different translation across

different goal forms, then the chart could show a lot of categories and statuses

when many form templates are selected in the filter section.

Objective See status of goals across different categories.

Drill Down Details Upon drilling the goals behind the chart is shown.


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Description

Provides a count of objectives by alignment. Goals where the field in “Aligned up” is

TRUE will be categorized as aligned. The rest of the goals are marked as

“unaligned”.

ObjectiveSee how well the individual goals of each person in the manager’s team are aligned

to higher-level strategic objectives.



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Description

This chart show the number of goals each user has. The chart count the number of

goals for each user and group users with same number of goals in the chart. The

number of users with 1 goal is shown in the first column, the number of users with

2 goals is shown in the 2nd column etc.

ObjectiveSee if all team members have a meaningful set of goals. No users should have too

few or too many goals on their goal plan.

Drill Down Details Upon drilling the users behind the chart is shown.


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Description

Provides a count of objectives by due date. Goals where due date has passed will

be marked “Overdue”. Goals where due date has not past will be marked “not yet

due”. Goals with no due date will be marked “No Due Date”. Goals that are already

completed will be marked as “completed” independent of when they were due.

Objective See capture goals that are overdue or missing a due date.



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Description

Provides a count of objectives by due date. Only goals with a due date will be

included in this chart. Depending on the time until the goal is due each goal will be

categorized accordingly.

Objective Discover if any goals are due soon and allow manager to focus on these goals.



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DescriptionProvides a count of objectives by visibility. Goals can be marked as either private or

public.

ObjectiveDiscover if any team members have entered goals as private instead of public

(which is default for most companies).



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Competency Dashboard


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Competency Dashboards

Description Shows average rating for competencies in the selected performance forms.

Objective See average overall competency rating across all competencies.

Drill Down Details List of people and their overall competency rating.


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Description

Show gap between average actual rating with average expected rating for each

competency. Negative gaps are red, positive gaps are green.

Chart shows top 10 competencies sorted one of the by the following four:

• Most common competencies = the competency most users are rated on

• Strongest competencies = the competency with the highest average rating

• Weakest competencies = the competency with the lowers average rating

• Biggest competency gaps = the competency with the biggest gap between actual

and expected rating.

Objective Identify competencies which needs to be improved across the team.

Drill Down Details List of people with the specific competency.


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Description

Show distribution of people across the different ratings for each competency.







ObjectiveThis char reveals if people in the team are scattered across the entire rating scale or

if they all have fairly similar medium rating.



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Description

Compare average actual rating and average expected rating for each competency.







Objective Identify competencies which needs to be improved across the team.



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Description

Show for each competency how many people are above, at or below expected

rating. People below expected rating are colored red. People at expected level are

yellow. People above expected rating are green.







Objective Identify competencies where many people are below the expected rating.



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Description Show distribution of people across the rating scale for overall competency rating.

Objective See how people’s overall competency is distributed.

Drill Down Details List of people and their overall competency rating.


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Performance Dashboard


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Performance Dashboards

Description

9-box view of people performance and potential rating.

The chart count each form once. The form must have both a performance rating

and a potential rating to appear in this chart. Ratings are rounded to the nearest

value on the rating scale.

Objective Show potential and performance rating in combination.

Drill Down Details List of people that fall into this box in the matrix.


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Description

Shows count of forms by potential rating.

Count forms by the potential rating. Forms must have an overall potential rating to

appear in this chart. Ratings are rounded to the nearest value on the rating scale.

Objective See distribution of potential rating.

Drill Down Details List of people with the selected potential rating


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Description Shows count of forms by route map step name.

ObjectiveSee where forms are in the process. Typically most used during performance review

cycle.

Drill Down Details List of forms in the selected step.


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Description

Shows count of forms by overall performance rating.

Count forms by the overall performance rating. Forms must have an overall

performance rating to appear in this chart. Ratings are rounded to the nearest

value on the rating scale.

ObjectiveSee distribution of performance rating. Typically companies have a target

distribution which usually looks like a bell curve.

Drill Down Details List of people with the selected performance rating.


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41 S F t P i t d C fid ti l © 2012 S F t A SAP C All i ht d


DescriptionShows count of forms by due status. Forms are considered overdue if the due date

has passed.

ObjectiveSee if there are forms that are overdue or stuck in the process. Typically most used

during performance review cycle.

Drill Down Details List of forms in the selected pie.

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Dashboard 2.0 Overview

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