How to Use Insights

With the introduction of Automated Insights, powered by our new Insights Engine, "Highlights" has been renamed to "Insights." Quantum Workplace automatically delivers tailored Insights for your surveys, and you can still add your own to further tailor areas of interest unique to your needs.

In this Article:
What are Insights?
What are Automated Insights?
Who can Create Insights?
Who can View Insights?
How to Edit or Delete Insights
What Data can be used to Create an Insight?

What are Insights? 



Insights are essentially bookmarks for your survey data that allow you to save a specific item on the survey that you want to call to your colleagues' attention or revisit later. Insights can be created for survey items with or without any slices, filters, or comparisons, and can be added to scaled, multi-choice, NPS, and rank items. For example, if you notice a large disparity in how different departments answer the survey item, “I know I can count on my team,” you can apply the department slice to that item and save it in order to call your colleagues' attention to the gap between departments. You also have the option to add a comment to any Insight you create so that the reason you bookmarked that survey item is clear to yourself and your colleagues. Once you’ve added an Insight, anyone who has visibility to that survey data will be able to see that you’ve
saved that data point and read any context that you’ve written to accompany it.

All Insights that you add will be saved to the Insights tab so that you and your colleagues can view the data point associated with them at any time. To view the data points associated with any Insight (which includes the survey item and any saved slice or filter), click View Insight

What are Automated Insights?

Our new Insights Engine now delivers tailored Insights for your surveys. Using a proprietary algorithm, a set of potential areas of interest is delivered for company-wide results — as well as manager-level results — to drive focus and uncover areas of strengths and opportunities.

Automated Insights

Who Can Create Insights?

Admins and managers who have analytics enabled for a particular survey can add Insights. Insights will be attributed to the person who created them-- each Insight includes the name and avatar of the person who added it. 

 

Who Can View Insights

The purpose of Insights is to get teams on the same page about which data points to focus on. Because of that, Insights are not private to you-- they are visible to your colleagues. 

  • Top-Level Admins can view all Insights, regardless of who created them. 
  • Analysts can view all Insights, regardless of who created them. 
  • Managers' visibility into Insights is based on their position in the manager hierarchy. That is, managers can see all Insights that were created by anyone in their downline. 
  • Managers cannot see Insights created by their upline managers or an Admin unless that Insight is created on their team's — or a downline team's — data. That is, managers are only able to see Insights made by Admins if the Admin has created an Insight downline from the manager's team's data, using the Team Select button.

When you view Insights, you can flip the toggle Show Only Your Insights on to narrow your view to only Insights that you have created. 

 

How to Edit or Delete Insights


Users can edit or delete their own Insights (e.g. Insights they personally created.) To edit the text associated with the Insight you created, click the edit icon, edit the text of your comment, and click Save Changes

Once you have edited the text associated with your Insight, you will see the date that the Insight was most recently edited: 

To delete your Insight, click the trash icon. 


Then, click Delete Insight.  

 

 

What Data can be used to Create an Insight

Currently, any data visible from the Results tab can be used to create an Insight. This means that you can create an Insight about any scaled, NPS, multi-choice, or rank item.  Data located on the other tabs cannot be used to create an Insight at this time. 


Within the Results tab, you can apply a comparison (e.g. a benchmark), slice, filter, or any combination of these and then select a specific survey item with those comparisons/slices/filters applied to create an Insight:


Alternatively, you can create an Insight for any survey item from the Results tab without adding a slice, filter, or comparison. You can also add multiple Insights for a single survey item (i.e., you can save the same survey item multiple times with different slices and filters applied.)