1. INSIGHTS CANVAS
What IS THE LEAN AGILE INTELLIGENCE INSIGHT CANVAS DASHBOARD?
The Insights Canvas Dashboard is the default and main dashboard to gain an overall view of the Results. The widgets in this dashboard are excellent at providing a summary of the Results.
insights canvas widget summary
Assessment Information: Overview of various assessment statistics including assessment completion percentages, last assessment date and template name, and the total number of assessed Capabilities and Entities.
Snapshot: A simple one-stop-shop overview that provides details like the Rating, Rating Trend, and total current Impediment and Goal counts.
Rating Trends: Provides a view in the change of the Entity/Group Rating over time. This is accomplished by displaying the Rating for each Trend. This widget also features a comparison mode that can be useful for comparing Ratings.
Scoring Summary: Details the aggregate Rating for all the Capabilities that are associated with the Outcome or Dimension.
Capability Trends: A combination visual tool allowing for a detailed Results overview
Recommendations: Uses the weighted averages from the Coaching assistant to order the Capabilities that are recommended to be focused on improving
Performance: Displays the assessed Capabilities with the highest aggregate average Rating and lowest aggregate average Rating in two separate ordered list.
Vote Variability: Displays the Capabilities with the highest and lowest amount of consensus there is among all received votes in two separate ordered lists
Improvement Since First Assessment: Displays the Capabilities with the highest and lowest Rating change - comparing the latest ratings to the first ratings of all time for each Capability
Total Previous Impediments/Goals: Displays the Capabilities with the highest number of Impediments and the highest number of Goals in the Previous Trend
Total Current Impediments/Goals: Displays a total count of the number of entities that marked a Capability as a Goal or Impediment. Two separate ordered lists are displayed.
Impediments/Goals by Outcome: A stacked bar chart that displays the total number of the assessed Capabilities that target a Outcome that are marked as a Goal or Impediment for each Entity.
Custom Metrics: Free-form data entry tool to help visualize other metrics besides the ones inside LAI. No calculations or logic on assessment data is used in this widget.
2. GROUP SUMMARY
What IS THE group summary DASHBOARD?
The Group Summary Dashboard contains only one widget, but it is the most flexible widget in LAI. The design of the dashboard is to give a full-screen experience for visually viewing patterns across your Organization by utilizing visual icons, sorting, and show/hide column features.
group summary widget summary
Group Summary: Designed to view many Entities/Groups at once and visually find patterns in all types of different metrics. It is a super-flexible widget that allows aggregation via Capability, Dimension, or Outcome.
3. CAPABILITY DETAILS
What IS THE LEAN AGILE INTELLIGENCE Capability DETAILS DASHBOARD?
The Capability Details is a tabular view of results for an Entity or Group. Use the “Show/Hide Data” section to customize the displayed columns.
Capability DETAIL COLUMNS
Capability : Name of the Capability that was assessed by the Entity or Group
Rating: Displays the current Rating of the Capability
Impediment: Displays if a capability is marked as an Impediment or not
Note: When selected on a Group, hovering over the impediment icon will show the Entities that marked the capability as an Impediment
Trend (Previous): Displays the Trend of the Rating since the last assessment taken
Note: Hover over the Trend to see the previous Rating
Trend (First): Displays the Trend of the Rating since the first assessment taken
Note: Hover over the Trend to see the first Rating
Note: This column is hidden if viewing results for a Group and the Organization setting “Show First Assessment Trend” is unchecked in the Account screen
Variability: Displays the Variability of votes
Note: Hover over Variability to see the level of variability in the votes
Current Stage Criteria: Displays the criteria for the current Stage criteria
Next Stage Criteria: Displays the criteria for the future Stage criteria
Last Assessment Notes: The assessment notes from the last completed assessment for each Capability. Only displayed by default when viewing Results for an Entity.
Improvement Actions: The improvement actions for each Capability for each Entity. Only displayed by default when viewing Results for an Entity.
4. TRENDS
What IS THE trends DASHBOARD?
The Trends Dashboard provides Trend data on our secondary aggregations - Outcome and Dimension. Both of these are graphically displayed side-by-side, allowing you to view the improvement over time.
Trends widget summary
Outcome Trends: Plots the Outcome Ratings by Trend
Dimension Trends: Plots the Dimension Ratings by Trend
5. IMPROVEMENT ACTION DASHBOARD
What IS THE LEAN AGILE INTELLIGENCE Improvement Actions DASHBOARD?
The Improvement Actions dashboard is an overview of all the Improvement Actions for an Entity or Group.
Note: This dashboard is unavailable for Analysts because they do not have permission to view Improvement Actions
improvement actions widget summary
Improvement Action Summary: Various statistics on the number of Improvement Actions
Improvement Action Details: Tabular view of all Improvement Actions, including ability to trigger Edit and Delete directly from the dashboard
6. CAPABILITY DRILLDOWN
What IS THE Capability drilldown?
The Capability Drilldown is a pop-up screen that is shown whenever a Capability is selected from any of the available widgets. It shows a breakdown of details specific to that Capability
Capability drilldown summary
Capability Details: At the top of the widget are the static user-defined details about the Capability. This includes Capability Name, Capability Description, Dimension, Level, and targeted Outcomes.
Growth Criteria: The Capability’s criteria as seen when taking an assessment.
The selected Stage (Starting, Developing, etc) is the Rating for the Entity/Group you are viewing.
Criteria disagreement: each criteria has the percent of participants that selected the criteria when casting their vote (abstain votes excluded)
On each criteria: the percentage of participants that selected the vote is displayed. For example, if 3 out of 5 participants select the criteria, then “60% (3/5) selected” is displayed.
Note: if there is only one vote, then only “Selected” or “Not Selected” is displayed
On each Stage, either “Full Agreement” or “Partial Agreement” is displayed.
Full Agreement: All participants agree - all criteria is either 100% selected or 0% selected
Partial Agreement: There is some disagreement - at least one criteria is 1% - 99% selected
Note: if there is only one vote, then this is hidden
Click to show your vote: The Stage of your vote for the last time this Capability was assessed for the selected Entity/Group/Organization.
This is hidden by default so if a Facilitator reviews Results with the team with screen sharing enabled, the Facilitator will still keep their vote anonymous
Override Average: Override or remove the override after an assessment is completed.
Must be viewing Results for an Entity (not a Group or Organization)
Updates the latest assessment in which the assessment was assessed.
Only available for Facilitators, Super Users, and Admins.
Mark as Impediment/Goal: Mark as an Impediment/Goal after an assessment is completed.
Must be viewing Results for an Entity (not a Group or Organization)
Updates the latest assessment in which the assessment was assessed.
Only available for Facilitators, Super Users, and Admins.
Entity Details: Showcases a list of all entities that voted on this Capability and the associated Results.
Rating: The average of the votes by Entity for the Capability
Trend (Previous): The Trend of the given Entity compared to the previous Trend
Trend (First): The Trend of the given Entity compared to the first Trend
Note: This value for the Group row is blank if the Organization setting “Show First Assessment Trend” is unchecked in the Account screen
Variability: The variability in ratings for the Capability
Impediment: Whether or not the Entity marked the Capability as an Impediment.
Growth Goal: Whether or not the Entity marked the Capability as an Impediment.
Entity/Group Rating: The Rating of the Entity (all Capabilities considered), not specific to the Capability. This is useful for reference purposes.
Stage: Below the Capability Details is the Stage containing the Growth Criteria. This is the information that assessments Participants use to self-evaluate. The Stage with a check mark is the average Stage for that Capability. If you did not vote, then a message will appear saying that you did not vote for the Capability at the bottom.
Mark as Growth Goal / Mark as Impediment: Only shown at the Entity level. Allows users to edit the Impediment/Growth Goal status without having to re-enter an assessment. When this is clicked, the last assessment for that Entity to include this Capability is retroactively marked/unmarked.
Helpful Resources: Links to outside resources that were added In the template builder.
Votes: Shows the distribution of votes among Stages and Ratings for the Capability for al checked Entities.
Check/Uncheck Entities in the Entity Details pane to include/exclude Entities from the vote distribution
Hover over each Votes bar to see the exact number of votes
Note: Ratings and Stages will show almost the same data unless “Enable Partial Credit” Organization Setting is enabled
Notes: Shows all recorded Notes (both System and User) for this Capability.
Show System Notes: Toggles the visibility of system-generated notes. The toggle will be hidden if there are no system-generated notes.
Improvement Actions: Customized action items are available when viewing Results for an Entity.
Select the “+” icon to add a new improvement action
Add a type, title, description. owner role, and link if needed
Change the Status once the action has been completed.
Note: Jira integration available for your improvement action goals!
7. ENTITY/GROUP DRILLDOWN
What IS THE entity/Group drilldown?
The Entity/Group Drilldown is a pop-up screen that is shown whenever the Rating link is selected from any of the available widgets. It shows a breakdown by Entity/Group of all overall data.
Entity/Group selector: A dropdown that controls what is displayed in the Grid below.
Entity will list all Entities that descend from the Group you are viewing
Group will list all Groups that descend from the Group you are viewing
Note: this selector will not appear if you are viewing Result for an Entity or the selected Group has no child Groups
Show all descendant Entities: When checked, will display all Groups that descend. When unchecked, only the immediate children of the Group you are viewing are displayed.
Note: this checkbox only appears if the Entity/Group selector has “Group” selected and if there are any Groups that not immediate children.
Rating Details: At the top of the widget are the static details about the Entity/Group Rating and the total Assessed Capability and Entities.
Entity Details: Showcases a list of all entities/groups that voted and the associated Results.
Entity/Group: Name of the Entity or Group for which the row’s results are applicable
Rating: The average of the votes by Entity for the Capability
Trend (Previous): The Trend of the given Entity compared to the previous Trend
Trend (First): The Trend of the given Entity compared to the first Trend
Note: This value is hidden for Groups if the Organization setting “Show First Assessment Trend” is unchecked in the Account screen
Impediment: Whether or not the Entity marked the Capability as an Impediment.
Goal: Whether or not the Entity marked the Capability as an Impediment.
Template Name: The name of the Template that was taken by the Entity/Group. If the Entity/Group contains Results for more than one Template, then “(multiple)” is displayed.
Stages: A pie chart of the distribution of the Stages
Hover a pie slice to see it’s associated percentage
Click a pie slice to show only Entities/Groups with that Stage in the grid
Check/uncheck Stages at the bottom to hide/show them from the grid
Trend: A graph that plots the Entity/Group Rating over time
8. OUTCOME DRILLDOWN
What IS THE outcome drilldown?
The Outcome Drilldown is a pop-up screen that is shown whenever the Outcome link is selected from any of the available widgets. It shows a breakdown by Entity/Group of Capabilities that associate with the chosen Outcome.
Entity/Group selector: A dropdown that controls what is displayed in the Grid below.
Entity will list all Entities that descend from the Group you are viewing
Group will list all Groups that descend from the Group you are viewing
Note: this selector will not appear if you are viewing Result for an Entity or the selected Group has no child Groups
Show all descendant Entities: When checked, will display all Groups that descend. When unchecked, only the immediate children of the Group you are viewing are displayed.
Note: this checkbox only appears if the Entity/Group selector has “Group” selected and if there are any Groups that are not immediate children.
Outcome Details: At the top of the widget are the static details about the Outcome and the Association Ratio - a percentage of how many Capabilities are associated with the Outcome.
Entity Details: Showcases a list of all entities/groups that voted and the associated Results.
Entity/Group: Name of the Entity or Group for which the row’s results are applicable
Rating: The average of the votes by Entity for all the Capabilities that associate with the Outcome
Trend (Previous): The Trend of the given Entity compared to the previous Trend
Trend (First): The Trend of the given Entity compared to the first Trend
Note: This value is hidden for Groups if the Organization setting “Show First Assessment Trend” is unchecked in the Account screen
Impediment: Whether or not the Entity marked any Capability that associates with the Outcome as an Impediment.
Goal: Whether or not the Entity marked any Capability that associates with the Outcome as an Impediment.
Template Name: The name of the Template that was taken by the Entity/Group. If the Entity/Group contains Results for more than one Template, then “(multiple)” is displayed.
Stages: A pie chart of the distribution of the Stages
Hover a pie slice to see it’s associated percentage
Click a pie slice to show only Entities/Groups with that Stage in the grid
Check/uncheck Stages at the bottom to hide/show them from the grid
Trend: A graph that plots the Outcome ratings over time. A blue comparison trend is shown that compares the Entity/Group Rating against the Outcome Rating.
9. DIMENSION DRILLDOWN
What IS THE Dimension drilldown?
The Dimension Drilldown is a pop-up screen that is shown whenever the Dimension link is selected from any of the available widgets. It shows a breakdown by Entity/Group of Capabilities that are in the chosen Dimension.
Entity/Group selector: A dropdown that controls what is displayed in the Grid below.
Entity will list all Entities that descend from the Group you are viewing
Group will list all Groups that descend from the Group you are viewing
Note: this selector will not appear if you are viewing Result for an Entity or the selected Group has no child Groups
Show all descendant Entities: When checked, will display all Groups that descend. When unchecked, only the immediate children of the Group you are viewing are displayed.
Note: this checkbox only appears if the Entity/Group selector has “Group” selected and if there are any Groups that not immediate children.
Dimension Details: At the top of the widget are the static details about the Dimension and the Association Ratio - a percentage of how many Capabilities are in the Dimension.
Entity Details: Showcases a list of all entities/groups that voted and the associated Results.
Entity/Group: Name of the Entity or Group for which the row’s results are applicable
Rating: The average of the votes by Entity for all the Capabilities that are in the Dimension
Trend (Previous): The Trend of the given Entity compared to the previous Trend
Trend (First): The Trend of the given Entity compared to the first Trend
Note: This value is hidden for Groups if the Organization setting “Show First Assessment Trend” is unchecked in the Account screen
Impediment: Whether or not the Entity marked any Capability that is in the Dimension as an Impediment.
Goal: Whether or not the Entity marked any Capability that is in the Dimension as an Impediment.
Template Name: The name of the Template that was taken by the Entity/Group. If the Entity/Group contains Results for more than one Template, then “(multiple)” is displayed.
Stages: A pie chart of the distribution of the Stages
Hover a pie slice to see it’s associated percentage
Click a pie slice to show only Entities/Groups with that Stage in the grid
Check/uncheck Stages at the bottom to hide/show them from the grid
Trend: A graph that plots the Dimension Rating over time. A blue comparison trend is shown that compares the Entity/Group Rating against the Dimension Rating.