HR Dashboard Guide

With access to the HR Dashboard, you can track your programme's progress in real-time, monitor key metrics, and gather detailed insights into member engagement, goal achievement, and coaching outcomes. This data allows you to optimise the success of your programme.


Step 1: Activating Your Access

  • Activation: You will receive an activation link from the Client Success Team.
  • Tip: Use incognito mode to avoid troubleshooting issues.
  • After activation, you’ll be redirected to the platform’s homepage where you’ll be prompted to answer a few registration questions before accessing the HR Dashboard.

Step 2: Accessing the Dashboard

Previously, you could only create reports and analytics based on one filter at a time:

  • Journey - to generate report based on journey
  • Country - to generate report based on selected country
  • Business unit - to generate report based on selected business unit
  • Position grade - to generate report based on selected position grade

Now, you can combine the mentioned filters to gain deeper insights and more targeted results (1).

After selecting, click the “Generate report” button (2).


The following sections in the Dashboard will be populated according to the filters you choose:


  • Member Adoption

It shows how many members have registered

By clicking on “View more…” button ( 4) you’ll have a detailed view of each member with next information:

  • Information about member
  • When the member joined the journey
  • Did member submit Diagnostics (if diagnostics are enabled for the journey)
  • Did member submit Development plan (if goals are enabled for the journey)
  • Coaching programme progress (if individual coaching is enabled for the journey)

It is also possible to download the summary report ( 5) to have a more in-depth view of member’s progress and coaching session report ( 6) to see the information about the coaching sessions


  • Engagement

Shows the progress of individual coaching

  • Goal Selection

Shows the statistics on goals that members are choosing


  • Top Goals and Movement

Shows the progress of members towards the selected goals

Near the goal name you can click “Show breakdown” button ( 7) to have a more in-depth view of how members and managers are rating the progress

For this section show the movement for goals is shown when member submits initial self-rating and at least one more self-rating during the journey (initiated by member or final self-rating)


  • Feedback from Members (if individual coaching is enabled)

Shows how members are rating their coaching experience

  • Feedback from Coaches (if individual coaching is enabled)

Shows how coaches are rating their members

  • Self-Ratings

Shows if the members are rating their progress

Initial rating happens when member commits to goals

Final rating happens after ending the penultimate coaching session

  • Manager Ratings

Shows if the managers are rating their member’s progress. This applies only if the journey has feedback enabled

Initial rating happens after member commits to goals

Final rating happens after ending the penultimate coaching session

Explanation of the screenshot above: after 6 members committed to goals their managers received the email to rate the member and 3 managers had left their feedback


  • Learning Track Engagement

Shows how people interact with the content

  • Exercises

Shows if members are submitting any exercise

We show only aggregated data that can be collected from specific type of exercise that can be seen by clicking on the exercise title ( 8)

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