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Dashboard 2.0 Overview
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2 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Contents
Overview of Dashboard 2.0
• Intro – What is dashboards 2.0
Configuration Information for Administrators
• Enabling Standard Dashboard – using the Role Based Permission framework
• Enabling Standard Dashboard – using traditional SuccessFactors security model
Detailed Dashboard Descriptions
• Goal Dashboard
• Competency Dashboard
• Performance Dashboard
• Succession Dashboard
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What is dashboard 2.0?
Dashboards 2.0 is an embedded analytics solution in the SuccessFactorssuite.
The technology behind is an in memory analytics and calculation engine
pulling data from the AdHoc reporting framework. This allows the
dashboards to be fast, interactive and always have data that is 100% up
to date (no delay).
The dashboards are built by SuccessFactors and partners and are
available as customized dashboards or as standard dashboards available
for all customers in the Success Store gallery.
Note: There might be customer-specific configuration that prohibits the
standard dashboard from working out of the box. We cannot guarantee
that all widgets in the standard dashboards work for your configuration.
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4 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
What is dashboard 2.0?
Select Dashboard
Dashboard Settings &
Filters
Shift view
Click in charts to filter
And drill down to a
list
Download list as
CSV/Excel file
Zoom in charts
Get extra insights in
mouse over tooltip
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Available Dashboards
Goal Dashboard
Performance Dashboard
Competencies Dashboard
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Enabling standard
dashboardsRole Based Permissions
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7 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Step 1: Read This Quick Guide
Step 2: Contact Customer Success and ask for the New Dashboard
2.0 Framework to be enabled for your company
Step 3: Give administrative
privileges for admin
Step 4: Add dashboard(s) from
Success Store gallery
Step 5: Provide access to the
end users
How to Get the New Dashboards
Slide 9-14 for setup with role
based permisioning enabled
Slide 15-21 for setup with clasic
permisioning
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Role Based Permissions: Admin Privilege
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Role Based Permissions: Add Dashboards to Instance
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Role Based Permissions: Add Dashboards to Instance
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Role Based Permissions: Add Dashboards to Instance
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Role Based Permissions:Give user access
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Role Based Permissions:Give user access
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Enabling standard
dashboardsClassic Permissions
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Classic Permission: Admin Privilege
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Classic Permission: Add Dashboards to Instance
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17 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Classic Permission: Add Dashboards to Instance
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Classic Permission: Add Dashboards to Instance
C
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19 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Classic Permission:Give user access
Cl i P i i
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Classic Permission:Give user access
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Appendix:Description of Standard Dashboards
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Objective Dashboard
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23 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Objective Dashboards
Description
Provides a count of objectives by category and status. All categories and statuses
that have been used will across the goal forms in the reports will be shown.
Please note that if there are variations in spelling or different translation across
different goal forms, then the chart could show a lot of categories and statuses
when many form templates are selected in the filter section.
Objective See status of goals across different categories.
Drill Down Details Upon drilling the goals behind the chart is shown.
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24 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Objective Dashboards
Description
Provides a count of objectives by alignment. Goals where the field in “Aligned up” is
TRUE will be categorized as aligned. The rest of the goals are marked as
“unaligned”.
ObjectiveSee how well the individual goals of each person in the manager’s team are aligned
to higher-level strategic objectives.
Drill Down Details Upon drilling the goals behind the chart is shown.
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Objective Dashboards
Description
This chart show the number of goals each user has. The chart count the number of
goals for each user and group users with same number of goals in the chart. The
number of users with 1 goal is shown in the first column, the number of users with
2 goals is shown in the 2nd column etc.
ObjectiveSee if all team members have a meaningful set of goals. No users should have too
few or too many goals on their goal plan.
Drill Down Details Upon drilling the users behind the chart is shown.
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Objective Dashboards
Description
Provides a count of objectives by due date. Goals where due date has passed will
be marked “Overdue”. Goals where due date has not past will be marked “not yet
due”. Goals with no due date will be marked “No Due Date”. Goals that are already
completed will be marked as “completed” independent of when they were due.
Objective See capture goals that are overdue or missing a due date.
Drill Down Details Upon drilling the goals behind the chart is shown.
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Objective Dashboards
Description
Provides a count of objectives by due date. Only goals with a due date will be
included in this chart. Depending on the time until the goal is due each goal will be
categorized accordingly.
Objective Discover if any goals are due soon and allow manager to focus on these goals.
Drill Down Details Upon drilling the goals behind the chart is shown.
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28 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Objective Dashboards
DescriptionProvides a count of objectives by visibility. Goals can be marked as either private or
public.
ObjectiveDiscover if any team members have entered goals as private instead of public
(which is default for most companies).
Drill Down Details Upon drilling the goals behind the chart is shown.
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Competency Dashboard
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30 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Competency Dashboards
Description Shows average rating for competencies in the selected performance forms.
Objective See average overall competency rating across all competencies.
Drill Down Details List of people and their overall competency rating.
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31 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Competency Dashboards
Description
Show gap between average actual rating with average expected rating for each
competency. Negative gaps are red, positive gaps are green.
Chart shows top 10 competencies sorted one of the by the following four:
• Most common competencies = the competency most users are rated on
• Strongest competencies = the competency with the highest average rating
• Weakest competencies = the competency with the lowers average rating
• Biggest competency gaps = the competency with the biggest gap between actual
and expected rating.
Objective Identify competencies which needs to be improved across the team.
Drill Down Details List of people with the specific competency.
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32 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Competency Dashboards
Description
Show distribution of people across the different ratings for each competency.
Chart shows top 10 competencies sorted one of the by the following four:
• Most common competencies = the competency most users are rated on
• Strongest competencies = the competency with the highest average rating
• Weakest competencies = the competency with the lowers average rating
• Biggest competency gaps = the competency with the biggest gap between actual
and expected rating.
ObjectiveThis char reveals if people in the team are scattered across the entire rating scale or
if they all have fairly similar medium rating.
Drill Down Details List of people with the specific competency.
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33 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Competency Dashboards
Description
Compare average actual rating and average expected rating for each competency.
Chart shows top 10 competencies sorted one of the by the following four:
• Most common competencies = the competency most users are rated on
• Strongest competencies = the competency with the highest average rating
• Weakest competencies = the competency with the lowers average rating
• Biggest competency gaps = the competency with the biggest gap between actual
and expected rating.
Objective Identify competencies which needs to be improved across the team.
Drill Down Details List of people with the specific competency.
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Competency Dashboards
Description
Show for each competency how many people are above, at or below expected
rating. People below expected rating are colored red. People at expected level are
yellow. People above expected rating are green.
Chart shows top 10 competencies sorted one of the by the following four:
• Most common competencies = the competency most users are rated on
• Strongest competencies = the competency with the highest average rating
• Weakest competencies = the competency with the lowers average rating
• Biggest competency gaps = the competency with the biggest gap between actual
and expected rating.
Objective Identify competencies where many people are below the expected rating.
Drill Down Details List of people with the specific competency.
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35 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Competency Dashboards
Description Show distribution of people across the rating scale for overall competency rating.
Objective See how people’s overall competency is distributed.
Drill Down Details List of people and their overall competency rating.
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Performance Dashboard
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37 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Performance Dashboards
Description
9-box view of people performance and potential rating.
The chart count each form once. The form must have both a performance rating
and a potential rating to appear in this chart. Ratings are rounded to the nearest
value on the rating scale.
Objective Show potential and performance rating in combination.
Drill Down Details List of people that fall into this box in the matrix.
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Performance Dashboards
Description
Shows count of forms by potential rating.
Count forms by the potential rating. Forms must have an overall potential rating to
appear in this chart. Ratings are rounded to the nearest value on the rating scale.
Objective See distribution of potential rating.
Drill Down Details List of people with the selected potential rating
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Performance Dashboards
Description Shows count of forms by route map step name.
ObjectiveSee where forms are in the process. Typically most used during performance review
cycle.
Drill Down Details List of forms in the selected step.
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Performance Dashboards
Description
Shows count of forms by overall performance rating.
Count forms by the overall performance rating. Forms must have an overall
performance rating to appear in this chart. Ratings are rounded to the nearest
value on the rating scale.
ObjectiveSee distribution of performance rating. Typically companies have a target
distribution which usually looks like a bell curve.
Drill Down Details List of people with the selected performance rating.
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Performance Dashboards
DescriptionShows count of forms by due status. Forms are considered overdue if the due date
has passed.
ObjectiveSee if there are forms that are overdue or stuck in the process. Typically most used
during performance review cycle.
Drill Down Details List of forms in the selected pie.