Preview Report/Heat Map structure
It would be really helpful to get a preview of which managers will get a team report and what the heat map would look like, based on a 100% completion rate (with the emphasis on data subject to change if the completion rate is not 100%). It would set better expectations for clients if they could get this kind of summary before they launch the survey - the heat map, in particular, can be quite difficult for larger clients to structure correctly when they complete the org chart template.
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01 Jul, '24
Rhonda Holloway100% agree. Our most successful Diagnose engagements have been when we have manually previewed the potential outputs by manager and all the optional data points. Providing a Green/Yellow/Red view of who/what we think will most likely get reports/data.
Green for managers/data points with 15+ potential respondents. Yellow for managers/data points with 5-14 potential respondents and Red for managers/data points with less than 5 potential respondents. Not married to those groupings but it has helped clients to adjust data or even change what data points they want to track. A system preview would be very helpful!