Sep 11, 2024 12:27 PM
Instant analytics and reporting for any admin, team, or office.
Drill down into metrics to understand the key drivers behind employee engagement and ROI. Get actionable insights and share the impact of events and programs with stakeholders.
Insights turns your events into data you can analyze to better understand employee engagement. Use Insights to answer questions like:
The best way to learn how Insights works is to try it. This article walks you through each component of the dashboard and common ways to use it.
Insights will show data for all events by default. Add or remove filters to change which events appear in the dashboard.
Note that team admins will only see data for the teams they have been granted access to.
Shows past events that ended within the selected date range. Note that it takes 24 hours after an event ends for it to appear in Insights.
Shows past events hosted by selected teams.
Shows past events hosted by selected locations.
Shows past events tagged with selected categories.
Summary metrics give you a bird's eye view of key employee engagement metrics. Think of this as a pulse check to give you context on the rest of the data in the dashboard.
Shares context on the company's employee engagement strategy and overall health.
This metric is calculated by taking the total number of events that ended in the period.
Measures engagement and success of events.
This metric is calculated by taking the number of attendees across events that ended during the period.
Measures an event's quality and relevance by looking at employee advocacy.
Net Promoter Score® is an engagement metric that measures how likely employees would recommend an event to colleagues. This score is averaged across events that ended during the period.
Measures engagement on a company level.
This metric is calculated by taking the percentage of total employees who attended at least 1 event during the period. Total employees is calculated by taking the daily average during the period.
Each summary metric will show a comparison of the metric in the current period compared to the previous period.
For example, if my current period is June 1 – June 30, the variance analysis will show the comparison with May 1 – May 30. This is a great way to assess if performance is trending up or down across periods.
Events is a table that compares 3 types of metrics across events: attendance, spend, and feedback. Which events were most successful? Which initiatives should you continue investing in?
Events is an interactive table, which means you can choose the data you want to see:
Filter by Event formats
to show past events that were in-person, virtual, or hybrid.
Filter by Time zones
to show past events that were hosted in selected time zones.
To choose the metrics you want to see in the table, click the Edit
button to open the metrics sheet.
Remove metrics by clicking the red icon in the “Metrics added to chart” section. Note that a minimum of 1 metric must be in the table.
Add metrics by clicking the green icon in the “More metrics” section. Note that a maximum of 5 metrics can be added.
Reorder metrics by holding the rearrange icon in the “Metrics added to chart” section.
Click Done
to save your changes.
Use the sort icon in the column headers to sort the data by ascending or descending order.
Click the menu icon to Hide color
or Show color
. This will control the heat map for metrics in the table.
Clicking the event title takes you to the event insights page. See RSVP and attendance data, feedback responses, registrations by platform, and more.
Metrics is a section with charts. You can see metric trends over time or compare metrics across different groupings. Which event categories are most popular? Which teams have the highest engagement and performance?
Note that the page filters still apply to metric charts. You can filter down by date, teams, locations, or categories to narrow down the data you see in the charts.
Shows total attendees across events during the period on a week-over-week basis.
Shows the total events and total attendance grouped by team during the period.
Shows the total events and total attendance grouped by category during the period.
Hover on metric charts to see more detailed data.
Trend charts, which show data over time, will show aggregated data from the current tick to the next tick. For example, hovering on July 7
will show me the total attendance between July 7 and July 14.
Comparison charts, which show data by a grouping, will show aggregated data for a grouping during the full period. For example, hovering on Global Workplace
will show me the total events and total attendance during the full period.
If there are more than 10 data points, such as if there are more than 10 weeks or more than 10 categories, the data will be separated into multiple pages. Click on the arrows to navigate between pages of data.
We know it can be overwhelming – there's all this data, but how do I turn them into actionable insights? We're sharing a few ways to set up your dashboard to get the answers to common questions that people ask about their data.
You're running a quarterly review and need to share numbers with leadership. Which events and programs are driving the most value for the company?
Last quarter
.Events
table.Edit
icon to open the metrics sheet.Attendance
, Attendance rate
, Spend
, and Spend per guest
to the table.Yoga Tree Session: Beginners!
and Chocolate Tasting 101
had strong ROI.
Now that we've gotten a high-level view, we want to segment our data just for the San Francisco office. Which Company-Wide events hosted by the Workplace Team had the best ROI?
Teams
, Locations
, and Categories
filters.
You're planning for the next couple months and want to figure out what types of event to host. What will employees enjoy the most and drive attendance?
Last month
.Events
table.Edit
icon to open the metrics sheet.Attendance
, Attendance rate
, and Satisfaction score
to the table.
Create your own charts to plug and play metrics and groupings.
Export to CSV or PDF to explore data outside of Epoch.
We love hearing from our users. If you have feature ideas, improvement suggestions, or any issues with Insights, please reach out to us at [email protected].
Thanks for your feedback!
Get in touch with our customer experience team. We'll reach out with next steps.
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