Do it with One: "What stands out in this dashboard?"
One Analytics includes five ready-made dashboard templates for Performance: Performance reviews, Competencies, Feedbacks, Incentive plans, and Attrition and Performance. Each template is a full dashboard with KPIs, charts and tables that you can open, filter, ask One about and save as your own.
Before you start
- Dashboard templates are for admins only.
- The Incentive plans template is available only on the Enterprise plan.
Steps
- Go to Performance and select Performance analytics in the header. Or go to Analytics > Create a report > Select a template.
- Choose a template.
- Use the filters to focus on a review, team or period.
- Ask One about what you see, for example "What stands out in this dashboard?".
- Save the dashboard to keep your changes.
What each template shows
| Template | Plan | Contents | What it includes |
|---|---|---|---|
| Performance reviews | Business and Enterprise | 10 KPIs, 8 charts, 5 tables | Participation rate, evaluation completion rate, pending manager evaluations, median days to submit, participation by review, team and evaluator, evaluations submitted over time, average performance score (0–100), top and low performer rates, self vs manager gap (overall and by team), score by team, 9-box grid, scorecard of people evaluated, people eligible for an action plan, action plan submission rate, questions with the lowest answer rate |
| Competencies | Business and Enterprise | 5 KPIs, 6 charts, 3 tables | Average manager score, top and low score rates, median competency score, assessments without a level, score changes, scores by team and job title, scorecard by person, self and manager scores by competency, people by competency level, scores over time, all competency scores |
| Feedbacks | Business and Enterprise | 5 KPIs, 3 charts, 2 tables | Feedbacks given, people giving and receiving, managers giving feedback to their team, feedbacks visible to the manager only, feedback by direction (manager to report, report to manager, peer), feedback from managers to direct reports, feedback by team, all feedbacks received |
| Incentive plans | Enterprise | 3 KPIs, 4 charts, 1 table | Amount sent, payout percentage, people with an amount sent, payout percentage by plan, team and goal, people by payout percentage, people table |
| Attrition and Performance | Business and Enterprise | 5 KPIs, 6 charts, 2 tables | Top performers who left, high-potential people who left, early attrition (under 6 months), performance of voluntary vs involuntary leavers, leavers by 9-box position, top performers who left by manager |
Rules and behavior
- If your company's plan doesn't include incentive plans, then the Incentive plans template doesn't appear.
- If you open a template and change it, then you need to save it as your dashboard to keep the changes.
- The Incentive plans template shows each person's amount sent. Share it with HR and compensation teams only.
- Performance scores are on a 0–100 scale.
- The Incentive plans template appears under Compensation analytics, not Performance analytics.
- The Attrition and Performance template appears in Analytics > Create a report > Select a template, not in Performance analytics. Its performance figures count only leavers who had a finished review with a score. "High potential" means a potential score above 66 on the 0–100 scale.
Limitations
- Each template only includes the data listed in the table above. Ask One or build a report for anything else.
Troubleshooting
- Symptom: "A template is missing." → Cause: The Incentive plans template needs the Enterprise plan. → Fix: Check the Plan column above.
- Symptom: "The 9-box grid is empty." → Cause: The review didn't collect potential scores. → Fix: Enable the potential questions in the next review.
- Symptom: "Score charts are empty." → Cause: No finished review has scores. → Fix: Check that the review has scoring enabled and evaluations are submitted.
FAQ
1. Can I edit a template?
Yes. Open it, change it and save it as your own dashboard.
2. Who should I share the Incentive plans dashboard with?
Only HR and compensation teams, because it shows each person's amount.
3. Does the template update automatically?
Yes. It uses the latest data each time you open it.
Ask One: "What stands out in this dashboard?" · "Which team has the lowest participation rate?" · "Where is the self vs manager gap largest?"