Performance Insights
Performance Insights are found on your Home page and act as your personal Pathlight assistant. Performance Insights highlight the results on your key metrics so that you can quickly review how you or your team is performing. Performance Insights suggest an action that you can take such as sending Applause to celebrate an achievement or setting a goal to improve performance. Performance Insights make it easy to quickly understand how your team is doing without having to spend hours reviewing reports and digging through data.
In this article, we will go over:
- How to view your Performance Insights
- Taking action on a Performance Insight
- Creating a Mini Goal from a Performance Insight
- Creating an Alert from a Performance Insight
- How to Send Feedback from a Performance Insight
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How to view your Performance Insights:
1) Click the Home icon in the navigation bar
2) Performance Insights are displayed below the Health Summary
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Taking action on a Performance Insight:
Depending on the individual's performance, the Performance Insight will suggest one of several calls to action:
- Send Applause
- Request Applause
- Send Coaching
- Request Coaching
When you click the blue button, Pathlight will open a new message window for you to send an Applause or Coaching message. Within that message, either the Applause or Coaching icon will automatically be selected. The metric tile will be embedded in the message. Learn more about Sending Messages.
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Creating a Mini Goal from a Performance Insight:
If you see an opportunity to create a Mini Goal for your team members based upon the data surfaced by the Performance Insight, then click the "v" in the blue button to access the drop down menu:
Selecting New Mini Goal will open a new mini goal window for you.
When finished with your message, click the Create mini goal button
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Creating an Alert from a Performance Insight:
If you would like to get notifications about the performance on a specific metric highlighted by a Performance Insight, then you can create an alert.
Click the "v" in the blue button to access the drop down menu:
Selecting Create Alert will open a window for you to specify the details of when you would like to be notified.
Learn more about creating customized Pathlight alerts.
When you are finished, click Save.
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How to Send Feedback from a Performance Insight:
If you see an error, inaccuracy, or would like to provide feedback to Pathlight Support so that we can look into an issue, then click Send Feedback found in the bottom right of the Performance Insight.
From the Send Feedback screen, you can select one of the following reasons:
- This insight is inaccurate
- This insight is not interesting
- This insight is not helpful
- Something else would be more helpful
- Something else would be more helpful
- Other
There is an additional field for you to enter any other notes or comments.
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We hope this was helpful! If you have any questions or need further assistance, please contact us at support@pathlight.com.