How can I share a dashboard indicator with my manager? (Mobile app)
Achieved awesome results on an indicator? Having troubles with one of your KPIs and need help from your manager? In these situations, Incenteev chat is your best friend!
Please follow these few easy steps to discover how you can share an indicator with your manager and discuss it with her/him in the chat available on Incenteev.
Click on "Dashboards" on the left menu to go to your dashboard.
Click on the "Share" button of the indicator you wish to discuss with your manager (see below), anPopularHow to create a dashboard?
To create a dashboard, nothing could be easier ! 👇 ​
Via the "NEW" button on your home page
From your home page, click on the "New" button located at the bottom left of your screen, under the main menu. A pop-up window will open, click on ""Dashboard" and then on the "Create" button.
Via the main menu of your home page
From your home page, click on the "Dashboard" feature of the main menu, then click on the "Create dashboard" button.
Then, follow the guide :Some readersHow to share a ranking in the news feed? (App)
You are a manager and you want to celebrate an achievement of one of your team members publicly ? You are a sales rep and you would like to celebrate your own success, a colleague's success or even your team's success?
To do so, Incenteev offers the perfect feature: Share a ranking. This features allows you to post a message showing the ranking you are interested in, in a discussion group of your own choosing. It will appear on the news feed.
Interested in this feature? Here are the few eaSome readersWhat are the different types of indicators you can create?
When creating an indicator, the first step is choosing a data source. This determines the information used to calculate your indicator scores.Here are the different available data sources:
Dataset This source creates an indicator from field values within an imported dataset on the platform.
Form This source uses field values from a form to create an indicator based on user responses.
General Activities This source tracks general user interactions across the platfSome readersHow to share indicators in a newsfeed
To coach your teams, it's important to review their performance and share with them your recommendations. Good news, we launched very practical feature: The sharing of indicators. This feature consists of sharing one or more indicators displayed on the dashboard.
To share your indicators, you need to:
Go to the dashboard where the indicator is displayed.
Select the button "share" located in the top right corner.
Click on the button "Select an indicator", the select the indicator you'd liSome readersHow to set a target for an indicator?
Would you like to compare an indicator's results against a target? You can configure a target directly from the indicator settings.
Step 1: Access the dashboard
From your dashboard, go to the Performance menu, then select the relevant dashboard.
Step 2: Access the indicator
Open the Activities tab, then click on the indicator for which you want to set a target.
Step 3: Enable target comparison
Scroll down the page to the Comparison section.In this section, enableFew readersHow to create an indicator that will be updated manually by the participants?
You want to create your first indicator that will be updated manually. This article is for you! 👇
In the editing part of your dashboard, go to the Indicators area and click on the "Create an indicator" button.
You have the possibility to create 7 different types of indicators.
Once you have chosen the type of indicator, the interface for creating your indicator will change to adapt to your needs... /!\ Once your indicator has been saved, you will not be able to modify this step.
CrFew readersHow to edit a dashboard?
Two possible paths:
"New" button (bottom of the home page) > "Dashboard" > "Create"
Main menu > "Dashboards" > "New dashboard"
Configuration steps:
Basic settings: name + privacy level (Public: accessible to the whole organization; Private: restricted access but visible in the workspace list, access upon request; Secret: restricted access and hidden from others)
Data: create or reuse a dataset
Indicators: create indicators (based on data, quiz points, challenge gains, etFew readersHow to create an indicator based on general activity?
Would you like to track overall employee activity on the platform? You can create an indicator based on various user interactions in just a few steps.
Step 1: Access indicator creation
From your dashboard, go to the Data menu.
Then click on Create an indicator.
Step 2: Choose the data source
From the list of available sources, select General Activity.
This source allows you to create indicators based on various user interactions on the platform.
Step 3: Choose the type oFew readersHow to create an indicator based on quiz points?
Would you like to track the quiz results obtained by your employees? You can create an indicator based on quiz statistics in just a few steps.
Step 1: Access indicator creation
From your dashboard, go to the Data menu.
Then click on Create an indicator.
Step 2: Select the data source
From the list of available sources, select Quiz Activities.
This source allows you to create indicators based on various statistics generated while taking quizzes.
Step 3: Select the statistFew readersHow to download results?
Do you want to retrieve the results of a dashboard or a challenge in Excel?
You need to export a dataset to perform an analysis on results or simply to make a weekly ?
It's possible ! 👇
Go to the desired dashboard/challenge.
Click on the button "Export" located in the top right corner.
Once your file is ready, you will receive an email informing that the Dashboard table export is complete inviting you to download the file by clicking on the green button "Download file".
Don'Few readersAll about indicators
An indicator on Incenteev is THE way to measure and represent your results.
You want your salespeople to always have their turnover, their objectives or their number of appointments in their pocket.
Nothing could be easier, create an indicator!
On Incenteev, an indicator must be a number.
It has two views:
A main view in the form of a map
A more detailed secondary view, accessible by clicking on the main view.
You can find histograms, progress curves, distributions, etc.
**An indiFew readersHow to create an indicator based on a dataset?
You want to create your first indicator based on a dataset. This article is for you! 👇
In the editing part of your dashboard, go to the Indicators area and click on the "Create an indicator" button.
You have the possibility to create 7 different types of indicators.
Once you have chosen the type of indicator, the interface for creating your indicator will change to adapt to your needs... /!\ Once your indicator has been saved, you will not be able to modify this step.
Create an indFew readersHow can I see the details of an indicator?
The details of a dashboard indicator will display (if available):
The evolution of your performance, either in the form of a curve or of an histogram.
The split of the indicator result according to certain criteria, in the form of a circular diagram.
The split of the indicator result among your subordinates, if you are a manager.
The raw data of the indicator.
All you need to do to see the details of an indicator is:
Click on "Dashboards" in the left menu to access your dashboard.Few readersHow to create an indicator based on challenge results?
Would you like to track employee performance in a challenge?You can create an indicator based on challenge results in just a few steps.
Step 1: Access indicator creation
From your dashboard, go to the Data menu.Then click on Create an indicator.
Step 2: Choose the data source
From the list of available sources, select Challenge Results. This source allows you to create indicators based on performance and results achieved by users in a challenge.
Step 3: Choose the indicaFew readersHow can I share a dashboard indicator with my manager?
Achieved awesome results on an indicator? Having troubles with one of your KPIs and need help from your manager? In these situations, Incenteev chat is your best friend!
Please follow these few easy steps to discover how you can share an indicator with your manager and discuss it with her/him in the chat available on your Incenteev app.
Go to your dashboard. To do so, click on "Performance" in the navigation bar at the bottom of your screen and select your dashboard in the list.
ClickFew readersHow to congratulate someone on his performance?
Did your teammate or your team had a great performance? Celebrate together!! ​
A regular habit of recognising your colleagues goes a long way: it benefits morale, team culture and growth.
With our new feature "Share" you can directly post the performance of your teammate on a newsfeed, congratulate him, ask him how he did it, or why not... challenge him for more!
Here's how the share indicator (s) feature works:
Go to a chosen dashboard,
Click on the "Share" button onFew readersHow to create an indicator based on a ratio?
You want to create your first indicator based on a ratio. This article is for you! 👇
In the editing part of your dashboard, go to the Indicators area and click on the "Create an indicator" button.
You have the possibility to create 7 different types of indicators.
Once you have chosen the type of indicator, the interface for creating your indicator will change to adapt to your needs... /!\ Once your indicator has been saved, you will not be able to modify this step.
Create an indicatorFew readersHow do I define the last result date of my indicator?
Indicators show score progression over time. They allow you to follow performance and to know where everyone is at. So, it is important to keep indicators updated and tell users until when scores are updated.
The last result date corresponds to the date until when data is up to date. Thus, the linked indicator scores are kept updated until then.
Depending on the data update configuration, your Incenteev platform suggests several settings that allow you to define the last result date. *Few readersAll about dashboards
Dashboards centralize and visualize performance indicators for your users, teams, or programs.They offer a comprehensive overview of results, facilitating goal tracking, performance analysis, and decision-making.
What is a dashboard used for?
A dashboard allows you to:
Track user or team performance.
Group multiple indicators in one place.
Compare results against targets.
Visualize performance trends over different time periods.
Analyze data from various platform sources.Each dashboFew readersHow to rename an indicator?
1. Access the Performance section
In your main menu, click on the Performance tab.
2. Open dashboards
Select Dashboard from the drop-down menu or side navigation.
3. Select the relevant dashboard
Click on the dashboard containing the indicator you want to modify.
4. Go to the Indicators section
Once on the dashboard, click on the Indicators section, then go to the Indicators subsection.
5. Click on the edit pencil
Find the indicator to rename in the list and cFew readersHow to set a custom frequency for an indicator?
Do you want to track your indicator's results over a defined time frame (daily, weekly, monthly, etc.)? You can configure a custom periodicity directly from the indicator settings.
Step 1: Access the dashboard From your dashboard, go to the Performance menu, then select the relevant dashboard.
Step 2: Access the indicator Open the Activities tab, then click on the indicator you wish to configure.
Step 3: Enable periodicity In the Periodicity section, check the box **The iFew readersUnderstanding Date Labels on Dashboards
When clicking on the Dashboards feature, several date labels may appear:
Case #1: A single date displayed above your indicators, next to "Updated on:"
If a date appears above all of your indicators, it applies to every indicator:
"Updated on:" corresponds to the date when the results for all your indicators were last refreshed.
Case #2: Two dates displayed above your indicators
If two dates appear above all of your indicators, they apply to every indicator:
"Updated on:"Few readersHow to view indicator details? (Mobile app)
Indicator details allow you to view (if made available by your administrator):
Performance evolution: displayed as a bar chart or a progress curve, depending on the setup.
Distribution of results: broken down by specific parameters using a pie chart.
Team performance details: available if you are a manager.
Raw indicator data.
Note: For optimal viewing of an indicator's raw data, we recommend using a desktop computer or tablet. To learn how to view indicator detailsFew readers