Insights - Health
Cross-Team Insights and reports are available only on an Enterprise plan.
Gain insights into your team's health and identify areas for improvement or success over a selected timeframe.
How to access Health Insights
- Navigate to your organization, then INSIGHTS —> HEALTH.
- For team-level health insights, navigate to your TEAM —> INSIGHTS —>HEALTH.
- In the top right-hand corner, you can use the FILTER to choose your timeframe and teams.
Key metrics
- Health checks- Displays the number of health checks conducted based on the selected time frame.
- Actions - Shows the average number of actions created and committed from each health check.
- Participation rate - Shows the percentage of invited team members who were engaged in the meeting (i.e. added an idea, comment, vote or proposed an action ). This excludes team members who were invited but never joined the meeting.
Latest ratings
- Select the HEALTH CHECK MODEL you wish to explore. The heat map will update to reflect the health model chosen. This table also shows the average health by team and by dimension.
- This heat map displays your team's latest health check ratings, including trends from the previous meeting. You can use this to identify health dimensions that may require attention.
The size and direction of the triangles also help show the change from previous responses.
△ means it improved while ▽ means it is getting worse. If there is no triangle visible, then there is no change.
- Use the Search bar to find specific teams.
- Click on each HEALTH DIMENSION to sort by ascending or descending order.
- HOVER over each rating summary to get a breakdown of ratings.
- Click on the CAMERA icon to download an image.
Survey comments themes
- These show a word cloud of survey comment themes by model dimension. The word cloud excludes stop words, and comments on ideas in other steps beyond the SURVEY step. The more frequent a word or theme is mentioned in health checks, the larger they will appear on the word cloud.
- The colors on the word cloud are based on the average ratings associated with the theme. Green is more positive, while red is more negative. You can drill down into the word cloud to get individual comments.
- Select the HEALTH CHECK MODEL you wish to explore. The word cloud will update to reflect the health model chosen.
- Toggle between THEMES or KEYWORDS.
- THEMES - Uses AI to theme comments and display a theme based on comments.
- KEYWORDS - Uses just the words and comments used to generate the cloud.
- You can also DOWNLOAD both the latest and historical comments in Excel and CSV file.
- Click on the CAMERA icon to download an image.
Historical themes and ratings
- Displays the historical ratings for each health dimension over a timeline. This will help you identify trends or patterns in a specific health check model. You will also get a summary of each dimension.
- You can choose between
- SHOW AVERAGE - displays a curve, based on the average rating of the health dimension.
- SHOW BREAKDOWN - displays each rating as a proportion of all responses.
- You can even break this data down further by individual health dimension to get a summary of the trends, as well as a sentiment chart (AI Generated) that shows what themes have been appearing in meetings over time.
- Click on the CAMERA icon to download an image.
- You can also download a copy of the health check ratings in an Excel or CSV format for each health model by clicking the DOWNLOAD BUTTON next to the health check model.
Check in/out questions
- Displays the trends from participant ratings for different check in and out questions used in Health checks, if used.
- Select the Check in/out questions you wish to explore. The chart will update to reflect the question chosen.
- The size of the circle indicates the number of responses received so the larger the circle, the greater the number of responses.
- HOVER over the timeline to get a breakdown of responses for the questions as needed.
- Click on the CAMERA icon to download an image of the chart.