Prefer to follow along step-by-step?
Use the written instructions below, complete with screenshots.
How do I set up and interpret heat maps?
1. Go to the Surveys tab in the left-hand sidebar, then click on your designated survey to open it.
2. Click on Results to view the results of your survey.
3. In the bottom toolbar, click Segment By to continue.
4. Choose which attribute you'd like to segment your results by. You can also select a combination of attributes.
5. To filter your results further, click Filter in the bottom toolbar and apply your desired criteria. For example, if you're interested in data for four specific teams, first toggle on Team Name in the Segment By section. Then, click Filter and select the four teams you want to analyze.
6. To save your current view for future reference, click Saved Views in the bottom toolbar. In the popup window, enter a name for your view, then click Save View.
7. If you'd like to learn how to compare survey results between two surveys, click here.
8. Use the Show Deltas option in the bottom toolbar to compare individual team scores against the overall average for each stage. For example, a delta of +6 indicates the team scored 6 points above the average, while a -11 means the team scored 11 points below the average.
9. Adjust the Color Sensitivity slider to control the level of color opacity on the chart.
Sliding to the right increases opacity to 100%, highlighting the lowest-scoring teams in red and the highest-scoring teams in blue. For the most balanced view, use the upper-middle range of the slider—this displays varying shades of red and blue to reflect performance ranges across teams more accurately.
How do I set up and interpret hierarchical (downline) views?
Note: You can set up these views either during the survey setup process or after the survey has been completed.
1. In the top toolbar, click Settings to access your survey settings. Then, scroll down to the Org Chart section entitled Hierarchies.
2. In the Segment By Demographic dropdown, select the demographic you want to build a hierarchy around. For example, to create a hierarchical view by manager, select “Manager's Email.”
3. In the Start with Value text box, enter the value that represents the highest level of the selected demographic. For instance, to begin at the top of the organization with the CEO and view all reporting lines beneath them, enter the CEO’s email address.
4. In the References dropdown, select the attribute to use for downline reporting.
“Email” is the recommended option, as it uniquely identifies each individual in the hierarchy.
If you choose a different attribute, make sure that the selections in Segment By Demographic and References correspond to the same data type to ensure proper alignment.
5. Click Save, then navigate to Results in the top toolbar to view your downline reporting.
6. Toggle on the Show Previous Survey button at the bottom of the page then view your two surveys' data side by side.