Configuring Dashboards

Dashboards are an easy and intuitive way to communicate compensation results and other information to payees, giving them access to the information that matters to them the most.

The compensation administrator creates and maintains various dashboards using the My Incentive Dashboard Setup interface. Dashboards can be created for all payees who share a plan, or all payees who share a title. In addition, a global dashboard can be shared among all payees.

To allow a user to create and manage dashboards, add the user to a role with the Administration - Dashboards permission.

Dashboards are created using Widgets. A widget is a window that contains a single piece of data for display in a dashboard.

The following image shows an example of a dashboard displaying various widgets, including the product sales revenue for the current month and the month to date commission.

The Administrator can personalize the Dashboard settings within the Global Settings workspace on the Incentive Management Portal.

Dashboards are updated automatically when Compensate and Pay is run. However, three features allow you to control the release of data to the payees.

Enable released periods allows you to manually release periods in the Dashboard. If this feature is enabled, payees can view the dashboards for the released periods only, and dashboards aren't updated until you release them. For example, let’s say you run Compensate and Pay daily, but you don’t want your payees to see an updated dashboard until the 15th of the month. You can release periods for all data, or release periods based on Processing Units and Calendars.

If needed, you can block specific positions or position groups when releasing a period. This is helpful if you're having trouble with the results of only one individual.

Show only released periods matching by positions date range controls the display of the release periods based on the release period assigned to a payee. If this is enabled, payees will see dashboards only for the periods for which they are assigned. The currently selected position displays only the released periods for that position.

If Use Approved Calculated Data Only is enabled, a new dataset is created that can be leveraged in dashboards as "approved" data. Administrators can control which data is pushed into the dataset if you need more granular control over the release of data. If this feature is enabled, calculated data will be displayed only after you have also run the Approve Calculated Data pipeline task. The following image shows how to use the Pipeline to approve calculated data.

Key facts regarding dashboards:

• A dashboard can be ‘previewed’ by selecting a payee from the list.
• A Dashboard can have an Effective Date range.
• Dashboards have a View Date, which can be set to a Past date or Future date.
• Dashboards support payees who hold multiple positions.
• Dashboards can be created for Custom Calendars.

As we saw earlier, dashboards are made up of Widgets. A Widget is a window that displays results or other plan data. They are very easy to configure in the user interface. You can use up to eight widgets per Dashboard. Most widgets are optimized to display payee data, but two widgets display data specifically for managers.

Payee widgets include:

• Table Widget: displays tabular data on top of the Payee results.
• Breakdown Widget: displays a donut chart with a breakdown of a KPI by credit type, earning group, measurement, or incentive.
• SingleKPI Widget: displays a single metric, such as the payee’s measurement for the quarter.
• Leaderboard Widget: allows participants to see where they fall within a ranking of their peers.
• Payee Profile: displays the payee information such as name, base salary, and manager name.
• Attainment Widget: aggregates data by multiple attributes.
• Payment Widget: displays the payee payment information.
• Aggregated Table Widget: allows the creation of a table that is grouped by the value of a field and aggregates numeric fields.
• MultipleKPI Widget: displays a chart that includes multiple KPIs
• Personal Modeler: allows payees to estimate their potential payment based on a change to a measurement
• Communication Widget: displays text, hyperlinks, images and other static information to the payees.
• Quota Attainment: displays performance metrics alongside a quota.

Manager widgets include:

• Manager Rank: displays and ranks subordinates by a defined data type.
• My Team: displays a list of subordinates with the capability to view any of their dashboards.

Payees viewing their dashboards can download chart images to PDF, JPG, PNG and SVG formats by selecting the menu in the upper right corner of the widget.

• Dashboards display compensation results to payees using customizable widgets.
• Administrators can control when data is released to a dashboard, and block certain positions during the release of data.
• Dashboards can display a number of widgets, including Table, Breakdown, Single KPI, Leaderboard, and Quota Attainment.
• The 'My Incentive Dashboard' feature automatically displays updates when payees log in.