From the People Insight Platform, you can set up your survey results dashboard/s, customise user permissions and send invite emails to dashboard users.

Once your survey results dashboard is ready, visit the Dashboard Help Centre for help exploring your results.

To create a new dashboard, head to the Dashboards tab and click “Create new”.

This will take you to the Dashboard details page where you can enter your dashboard name, and choose which data to include on your dashboard.

Select which pages you would like to include:

To enable iDeck and/or Action Planning on your dashboard, please contact the People Insight team – we will set this up for you.

iDeck is an interactive feature, which creates ready-to-use results presentations straight from the dashboard.

Action Planning functionality allows dashboard users to add items to an action plan within the dashboard. They can assign owners and dates and schedule reminder emails, to keep your post-survey actions on track.

Next, give your dashboard a 'viewable until' date and toggle the 'dashboard is live' to the on position. If you have built an organogram during the panel file import, you can use the toggle to switch this on and select the organogram from the dropdown

You can use the managed content section to add a content page to your dashboard. You can include text, images and video's. There is a separate article here with a more detailed explanation.

You can add a notification to the top of your dashboard by toggling this section on.

Just add your message and it will be displayed at the top of the dashboard:

From this page, you can also select your “Variable filters”. These are the variables you added when building your survey – uploaded in your panel file or via self-select questions in your survey.

Variable filters are also the filters used on the dashboard to break down your survey data. You can choose which of these you want to be included on your dashboard.

Once you are happy with your dashboard settings, click “Save changes”. A pop-up will immediately appear asking you who should have access to this dashboard.

We recommend adding yourself as a user first as this allows you to view and check the dashboard.

To add a user, click “Add dashboard user”. If you have used panel data, select yourself from the list and click “Add panel user”.

You can also set which survey results users can see, for example, a line manager may only need to see results for one division or department.

For more help adding dashboard users, view our guide here.

To view your dashboard, return to the Dashboards section. You will see your dashboard on the page. Click the “View” icon to log in to your dashboard.

You can edit a dashboard after it is live by returning to the Dashboards section. You might, for example, want to enable another page or change your Variable filters.

To edit your dashboard, click the “Manage dashboard” pencil icon. This will take you back to the dashboard details page.

Make your changes here and click “Save changes”.