As soon as people start submitting their responses to a survey, survey admins will immediately be able to see analytics around the responses once the number of responses satisfies our anonymity threshold. We offer several views to help you discover insights around your people and organization.
Filtering through an attribute
The filter bar at the top of the Results page allows you to filter your results by any user attribute that you have uploaded to Lattice. This includes both our default fields like gender, age, department, etc, custom fields that you have uploaded into Lattice, or by various performance metrics.
You can stack filters for different fields on top of each other to get to the exact cut of data that you want. For example, stacking Gender => Female and Department => Engineering will show responses from all the women in the engineering department.
Within one field, selecting multiple options (like selecting both R&D and Marketing from the Department field) will show people who are in R&D OR Marketing.
Once a filter is applied, you'll also be able to see the delta column/toggle, which shows how the filtered group of responses compares to how the entire survey scored overall.
Filtering through performance metrics
Similar to filtering by a department, you can drill down into multiple different directions to unlock insights of how employee performance connects to employee engagement. By filtering through rating questions and scored attributes from a specific review cycle, you answer questions such as:
- Do employees who rate their managers highly actually more engaged?
- Are employees who are rated highly by peers more engaged or not?
- Does a performance gap between the manager and reviewee (manager rated the employee lower than what the reviewee thought they were) have an impact on engagement?
To start uncovering these data insights select "Review Cycles" and the desired performance metrics.
Exploring your results
You can examine your results by question or by theme, in either a list format or heatmap view.
The list view for both questions and metrics gives you a quick way to see how a group of responders are doing across all themes or questions. The colors in the horizontal bar next to each item shows the breakdown of positive, neutral, and negative responses (in green, grey, and red respectively). To see a count of how many responders fell into each bucket, hover over a particular color in the bar to see the count.
You can sort the scores descending or ascending by clicking on the Scores column label to quickly see which areas need the most attention. If you've applied a filter you can also order the questions or themes by how much the score differs from the overall aggregate score.
To drill into a particular question or theme to see the exact breakdown, click on the question or theme body, which will then take you to a view showing the exact breakdown of responses for that particular question or theme.
For questions that have comment responses, there is an associated color based on the rating selected (positive responses = green, negative responses = red, neutral responses = yellow). Comments also have a continuous scroll that allow you to view all the comments that were written on the same page.
The heatmap view is best for comparing different groups of responders against each other across questions or themes. For example, if you wanted to compare every department against each other, you navigate to the heatmap view and then on the "Group by" dropdown and select "Department".
While you're looking at a heatmap, you can still apply filters to cut your data even further. For example, after group by department, if you want to see how women in each of your departments feel, you could filter on Gender = Female in the filter bar. The heatmap then shows just responses to the questions from women across each department.
One thing to note is that you cannot filter on the field that you are currently comparing on. For example, if you are comparing across department, you then cannot apply a department = Engineering filter.
Please note, when grouping by Tenure or Age (based on the Start Date and Birthday default user attributes), the low range is inclusive, and the high range is exclusive.
For example, Tenure is grouped by 3-6 months, 6-12 months, 1-2 years and so on. The 3-6 months range includes 3 months but not 6 months, whereas the 6-12 months range includes 6 months but not 12months.
If Sarah hit her 1 year tenure on November 24th 2020, we will bucket Sarah to be in the 'Tenure = 1-2 years' based on today's date (December 2nd 2020). Since on Dec 2nd, she is in the 1-2 year bucket, she's attached to that. Until she hits past her 2 years on November 25th 2021. On November 25th 2021, if the HR Admin views the Filter results, any of Sarah's responses will now only be shown now if the 'Tenure = 2-4 years' filter is selected.
If you are comparing a survey against itself, the delta score that shown once a filter is applied is the comparison of the scores calculated from the people that match the filter compared to the all survey responders. For more information on how scores are calculated, check out our article here.
If you've run other surveys with overlapping questions, you can toggle the Compare dropdown and choose to compare instead of a previous survey that you've run.