The heat map enables you to segment survey results, to identify key improvement areas, patterns, and correlations throughout the organization.
This article includes:
User Interface
The top row of the heat map displays the overall score of your context, enabling you to see how your sub-segments compare to the same driver scores in your overall area. Example: If you're in the Marketing context, the heat map will display the Marketing scores in the top row, and your sub-segments below.
The heat map color gradient helps provide data visualization to your results. The color scale depends on your dashboard theme (see Personal profile settings).
- Default theme displays green, white, and red.
- Deuteranopia theme displays blue, white, and orange.
The exact score determines the intensity of the color within each range. Example: 8.1 is pastel green, while 10 is opaque green. The below color ranges apply to both dashboard color themes.
Mode | Scores | Difference to round and benchmark |
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Average mode |
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NPS mode |
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Segment Selection
Scores in the heat map update in real time during surveys. The segments that display in the heat map remain fixed for the duration of the survey.
As an exception, if an employee import makes changes to an automatically updating hierarchy, the segment heat map reflects the changes in the Child segments section automatically.
A sub-segment is available in the heat map if both conditions are met:
- The sub-segment contains employees from the overall context you're in.
- The sub-segment has met the visibility requirements within the overall context you're in.
To select segments in your heat map:
- Select Analysis > Heat map.
- Click the Selected Segments drop-down menu.
- Choose the segments you wish to see:
- To select all available segments within an attribute, click Select all next to the name of that attribute. After confirming your selection, it's also possible to add individual segments by using the next method.
- To select specific segments from one or multiple attributes, click the arrow next to an attribute to open it, then select the segments you wish to view. You can either confirm this option and proceed, or return to the menu at the top to add more individual segments. Clicking Select all next to an attribute will erase the selection.
Customization
Viewing Option | Description |
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View |
Using the View drop-down menu, you can switch between these views:
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Question Sets |
Using the Question Sets drop-down menu, you can switch between these question sets (where available):
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Show participation |
The Participation column displays:
Note: the human icon detail next to each segment name is the numeric counterpart to the aggregated participation (%) column, referring to overall survey completion. This value isn't the same as the engagement score participation on the main dashboard. |
Expand all |
Enables you to expand your question set and display:
The collapsed view displays overall driver scores. |
NPS vs Average mode | You can switch between NPS and average mode. The default selection is the one your company has selected in the overall dashboard settings. |
Heat Map Export
It is possible to export your heat map view in an Excel format, which is ideal if you are looking for a numeric breakdown of all your scores.
- Go to Analysis > Heat map
- Click on Export
- Select whether you want to include or exclude hierarchies
- Once the export is ready, click on Download
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