OrgVue Dashboard CatalogueOrgVue V2.26

Last updated April, 2018

2O R G V U E B Y C O N C E N T R A

Dashboard list – categorised by Module

Chart Matrix by Dimensions

Box Grid Changes Report

Chart Matrix by Measures

Data Types and Patterns

Leaderboard

Co

re

Team View

Calendar Diversity

Event by Period

Measure by Date

Parallel Coordinates

Pivot Table Scatter Chart Matrix

Summary Statistics

Waterfall History Node History

Absence Report

Ad

va

nc

ed

Org

An

aly

tic

s

Gender Pay Gap Report

A vs B Survey Results

Gantt Chart Processes Process Cards Print Cards

Competencies

Pro

ce

ss

es

an

d IA

A

Co

mp

ete

ncy

Man

ag

em

en

t

Ob

jec

tive

s

Ma

na

ge

me

nt

Word CloudNEW 2.26

TAF

Wo

rkfo

rce

Pla

nn

ing

& T

AF

NEW 2.26

EXPERIMENTAL EXPERIMENTAL

EXPERIMENTAL

EXPERIMENTAL

3O R G V U E B Y C O N C E N T R A

OrgVue Core provides 7 dashboards that help you get ready to

report on your people data and perform basic analysis

OrgVue Core

4O R G V U E B Y C O N C E N T R A

• Select a measure or dimension to aggregate

• Aggregation type; CNT, SUM, AVG

• Heat map colour schemes and scales

• Show values in percentages

• Set cell width

Summarising dataset in terms of 1 or 2 selected variables. It is

useful for spans and layers analysis and identifying outliers

None

Box GridDisplays various cross-sections of any dimension or measure in the data set

OrgVue Core

Example use cases

Control options

Data requirements

5O R G V U E B Y C O N C E N T R A

Unsaved changes made or a branched dataset

Example use cases

• Choose Summary or Node level view

• Summarise changes by multiple metrics

• Split/Pivot changes by chosen dimensions

• Select additional properties to be displayed in the Node

level view

1. Scenario modelling: See the differences between two

scenarios in terms of selected metrics

2. Data cleansing and consolidation: Review all the changes

made per node

Control options

Data requirements

Changes ReportShows the details about the changes made in the data set compared to the last save. In a branched data set, it

captures differences against its trunk dataset

OrgVue Core

6O R G V U E B Y C O N C E N T R A

• Select a measure/dimension to aggregate

• Aggregation type; CNT, SUM, AVG

• Select dimensions and measures to slice and dice the

measure

• Split charts by a chosen dimension/measure

• Sort by size

Reporting on the metric by a number of categories and bins,

e.g. headcount by department, grade, age and gender

None

Chart Matrix by DimensionsSlices and dices data by multiple dimensions for a chosen measure

OrgVue Core

Example use cases

Control options

Data requirementsFemale Male

7O R G V U E B Y C O N C E N T R A

None

Example use cases

• Select measures to analyse

• Aggregate data; CNT, SUM, AVG, MIN, MAX

• Show sub-totals, totals and record counts

• Adjust axis scales

• Set number of buckets or categories displayed

Data requirements

Chart Matrix by MeasuresAnalyses a numerical variable across a set of categories against other variables

OrgVue Core

Analysing the distribution of a numerical variable across the

organisation against other variables, e.g. expense, current

bonus, and current salary by grade and gender

Control options

Female Male

8O R G V U E B Y C O N C E N T R A

• Select properties to investigate

• Select property types/groups displayed

• Set number of buckets displayed

• Choose to show details – the distribution of the values

The first place to look at before working on any new dataset to

understand key attributes of the data and to identify anomalies.

It is also useful to print out the dashboard results on A3 paper

for meetings and discussions

None

Shows characteristics and patterns for each property as well as overall completeness and key facts about data set

Data Types and Patterns

OrgVue Core

Example use cases

Control options

Data requirements

9O R G V U E B Y C O N C E N T R A

None

Example use cases

• Select a metric to sort by

• Select a property to split by

• Set number of records to list

• Set card (column) width

• Select additional properties to display

Show top performers per team, top paid staff per grade, staff

with highest absence rates per manager, staff with longest

journeys to work etc.

Control options

Data requirements

Leaderboard Displays data in order of any key metric and categorise results by a selected dimension

OrgVue Core

10O R G V U E B Y C O N C E N T R A

• Main reporting line

• (If needed) Secondary reporting line

Example use cases

• Select reporting lines

• Select properties displayed

• Set maximum depth and card width

Showing matrix reports for a manager with dotted line

relationships

Control options

Data requirements

Team ViewDisplays matrix reporting lines on the same organisation chart automatically

OrgVue Core

11O R G V U E B Y C O N C E N T R A

This Module offers accessible analytics with a range of dashboards

to help HR analysts to quickly and easily answer typical HR

questions

Advanced Org Analytics Module

12O R G V U E B Y C O N C E N T R A

2 date properties that are current/recent

Example use cases

• Choose start and end dates

• Set level of tolerance

• Set number of records and card width

Get a report on absence instances, joiners, leavers, holidays,

birthdays, maternity, or any activity with a start and end date

Control options

Data requirements

Absence ReportAllows managers to get an Absence Report for their area and HR to get one report for the whole business

Advanced Organisational Analytics Module

13O R G V U E B Y C O N C E N T R A

1 date property

Example use cases

• Choose start date and end date

• Aggregate type; CNT, SUM, AVG

• Choose heat map colour schemes

• Set first day of the week

Display the number of starters or leavers varied throughout the

selected period and do additional investigation to explain the

trend and outliers

Control options

Data requirements

CalendarVisualises information over the course of a long span of time. It is best used when you want to illustrate how some

quantity varies depending on the day of the week, or how it trends over time

Advanced Organisational Analytics Module

14O R G V U E B Y C O N C E N T R A

None

Example use cases

• Select a measure/dimension to aggregate

• Aggregation type; CNT, SUM, AVG

• Select dimensions and measures to slice and dice the

measure

• Split charts by the colour selected

Diversity tracking and reporting: checking for comparative

treatment of multiple groups on multiple variables in the data

Control options

Data requirements

DiversityProvides a quick view of population breakdown, then summarises that population versus any number of measures

Advanced Organisational Analytics Module

15O R G V U E B Y C O N C E N T R A

Gender, Pay and Bonus data

Example use cases

• Choose metrics to include in the report

• Split data by chosen properties

• Set number format

Gender Pay Gap reporting that includes 5 measures; Mean

pay, Median pay and Mean bonus of male and female

employees, % of male and female employees who received

bonus, split of male and female employees for each of the pay

quartiles

Control options

Data requirements

Gender Pay Gap ReportHelps you get ready to report on Gender Pay Gap across the organisation regarding 5 measures defined by the UK

legislation

Advanced Organisational Analytics Module

16O R G V U E B Y C O N C E N T R A

2 date properties

Example use cases

• Choose start date and end date

• Choose a measure to analyse

• Aggregate type; CNT, SUM, AVG

• Set date range and intervals

• Split chart by a chosen dimension or measure

• Percentage view for attrition, accretion, net

Organisation, department or team growth and shrinkage over

time. Can differentiate voluntary and involuntary leavers

Control options

Data requirements

Measure by Date Shows the flow and the changes of the selected measure and its breakdown over time

Advanced Organisational Analytics Module and Operational Workforce Planning and TAF Module

17O R G V U E B Y C O N C E N T R A

2 or more numerical properties

Example use cases

• Choose measures to plot

• Set granularity

• Set max line width

• Set axis scale to linear or log

Useful for analysing multi-dimensional numerical dataset in

capturing correlations between variables and difference by

group in patterns

Control options

Data requirements

Parallel CoordinatesAllows you to plot each record across parallel axes that represent different numerical variables

Advanced Organisational Analytics Module

18O R G V U E B Y C O N C E N T R A

None

Example use cases

• Various pre-configured tables; Single or Multiple measures

etc.

• Choose metrics to be aggregated

• Aggregate type; AVG, CNT, SUM, MIN, MAX

• Slice the results by multiple properties

• Include or exclude totals

Average performance and engagement scores across teams,

total headcount of male and female per department per region

etc.

Control options

Data requirements

Pivot TableProvides a series of pre-configured table options that let you aggregate data for multiple metrics or multiple

categories

Advanced Organisational Analytics Module

19O R G V U E B Y C O N C E N T R A

None

Example use cases

• Select variables to be plotted

• Show regression lines

• Set marker size

Eyeball the correlations of several variables at the same time.

e.g. pay vs performance, tenure vs performance, performance

vs potential, absence rates vs grade, etc.

Control options

Data requirements

Scatter Chart Matrix Classic scatter charts produced immediately for a range of variables on the same page

Advanced Organisational Analytics Module

20O R G V U E B Y C O N C E N T R A

Example use cases

• Choose statistics and measures to investigate

• Split data by any measure/dimension

• On a single measure, multiple box plots are available for

breakdowns

Get an overview of the statistics and variation present in the

numerical data, and deep-dive into a single measure with

various distribution charting options

Control options

Summary StatisticsShows summary statistics for all measures in the dataset and provides various charting options on distribution. The

summary is exportable

Advanced Organisational Analytics Module

Data requirements

At least 1 numerical property exists

21O R G V U E B Y C O N C E N T R A

None

Example use cases

• Choose a measure to plot

• Split chart dimension/measure

• Set initial value

• Sort: Alphabetical or Size

• Set label format

Impacts derived by each action, sources of revenue and cost,

etc.

Control options

Data requirements

WaterfallShows how an initial value is increased and decreased by a series of intermediate values, leading to a final value

Advanced Organisational Analytics Module

22O R G V U E B Y C O N C E N T R A

None

Example use cases

• Choose a property to display values from

• Set maximum number of words to show

• Choose a measure to size the words by

• Choose a shape of cloud

• Control the spacing between words

Qualitative survey analysis highlighting the most frequently

occurring words. Engaging the audience by applying size and

colour to actual words.

Control options

Data requirements

Word CloudCreates a cloud of words sized by a chosen measure. Directly applying size and colour to the words it lets users

quickly identify the most prominent group and compare relative prominence between groups

Advanced Organisational Analytics Module

23O R G V U E B Y C O N C E N T R A

History data

Example use cases

• Choose a measure

• Aggregate type; CNT, SUM, AVG

• Chart type; Bar, Column, Line

Total cost of a department over time; Average performance of

managers over time, coloured by gender

Control options

Data requirements

History Provides a report on aggregate history, i.e. the total rollup of a measure by a dimension

Advanced Organisational Analytics Module EXPERIMENTAL

24O R G V U E B Y C O N C E N T R A

History data

Example use cases

• Filtering

• Pagination

Tracking progression through grades, tracking applicant

progression through recruitment funnel, tracking sales

prospect progress through sales funnel.

Control options

Data requirements

Node History Shows how a property for a node has changed over time. Movements in a measure or a dimension can be tracked as

frequently as data are recorded, e.g. daily, weekly and monthly

Advanced Organisational Analytics Module EXPERIMENTAL

25O R G V U E B Y C O N C E N T R A

This Module comes with a series of dashboards that facilitate the

process of prioritising, planning and achieving objectives

Objectives Management Module

26O R G V U E B Y C O N C E N T R A

A vs B Survey data

Example use cases

• Show rankings by group

• Choose heat map colour schemes

• Show labels in rankings or scores

• Sort: Desc/Asc

Prioritising business objectives (or anything that needs to be

prioritised) with input from a number of people across an

organisation.

Control options

Data requirements

A vs B Survey ResultsShows rankings of items from the A vs B Survey as a heat map. The results can be broken down into groups

Objectives Management Module

27O R G V U E B Y C O N C E N T R A

1 or 2 date properties

Example use cases

• Set custom date range

• Group items by up to 2 dimensions/measures

• Split chart by a chosen property

• Sort items by a chosen property

• Collapse rows

Project planning and management, Roadmaps for multiple

product lines

Control options

Data requirements

Gantt ChartDisplays key milestones and tasks on a timeline

Objectives Management Module

28O R G V U E B Y C O N C E N T R A

This Module comes with a series of dashboards that allow the

organisation to map activities and responsibilities for optimising

their work and the workforce

Processes and IAA Module

29O R G V U E B Y C O N C E N T R A

Processes data in a hierarchical format

Example use cases

• Select depth at which chevron appears

• Customise icons

• Show links (e.g. people, positions)

• Allows users to make changes in hierarchy/positions directly

to the dashboard

Shows process steps in terms of Activities, Decisions and

Deliverables. Can be linked to people, roles, products, clients

etc.

Control options

Data requirements

ProcessesAll activities can be captured on one page or drill down into individual activity and zoom in and out

Processes and IAA Module

30O R G V U E B Y C O N C E N T R A

Processes data

Example use cases

• Colour code cards by dimension/measure

• Set number of rows and columns and border width

• Page settings: Size and orientation

In a workshop, the cards help you to understand how

processes fit together and quickly identify what is missing and

inaccurate

Control options

Data requirements

Process CardsProvides an easy way of creating a print-ready set of process cards

Processes and IAA Module

31O R G V U E B Y C O N C E N T R A

Process Card defined in the Tree View

Example use cases

• Colour-code cards by dimension/measure

• Choose properties to display

• Display measures in star ratings

• Display long text

• Include tree index

• Cutting options

The cards with information such as FTEs involved and

frequency help you to further analyse and segment your works

Control options

Data requirements

Print CardsProvides an easy way of creating a print-ready set of visual process cards containing additional attributes

Processes and IAA Module EXPERIMENTAL

32O R G V U E B Y C O N C E N T R A

This Module provides the dashboards that help the organisation to

define competencies required, assess actual levels and identify

gaps against targets

Competency Management Module

33O R G V U E B Y C O N C E N T R A

Example use cases

• Layout options

• Set chevron width

• Set number of proficiency levels displayed

• Select a heatmap colour scheme

• Show linked people or roles

Useful to see the gaps across competencies and overall levels

of each competency

Control options

Data requirements

CompetenciesShows a snapshot of competency level for whole organisation as a heat map

Competency Management Module

Competencies data with proficiency levels defined

34O R G V U E B Y C O N C E N T R A

This Module provides dashboards that allow the organisation to

track actual progress and analyse against scenarios to deliver

business targets

Operational Workforce Planning and TAF Module

35O R G V U E B Y C O N C E N T R A

1 date property

Example use cases

• Choose start date and end date

• Choose a measure to analyse

• Aggregate type; CNT, SUM, AVG

• Time interval; Day, Week, Month, Quarter, Year

• Split chart by a chosen dimension or measure

Maternity leave, change in headcount by department over

time, income by revenue stream over time

Control options

Data requirements

Event by Period Shows a yearly, quarterly or monthly view of any dated event occurring in a population within a set timeframe

Operational Workforce Planning and TAF Module

36O R G V U E B Y C O N C E N T R A

YAML data

Example use cases

• Aggregation type; SUM, CNT, AVG

• Select scenarios

• Split chart by a chosen dimension

• Show deltas

• Show values in a table

When implementing a To-Be organisation the headcount and

other metrics can be tracked against business targets

Control options

Data requirements

TAFTracks actual progress in building the future organisation against initial business targets and ongoing updated

forecasts

Operational Workforce Planning and TAF Module

North America

10.9K

10.9K

11K

11K

11.1K

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

2014 2015 2016

EXPERIMENTAL

LONDON • PHILADELPHIA • TORONTO • THE HAGUE

+44 (0)20 7099 6910 info@orgvue.com www.orgvue.com