Using Assessment Type Results Dashboard

This article explains how to use Assessment-type Results Dashboards to view and compare data across all respondents and cohorts for a single assessment, including creating the dashboard, adding charts split by cohort, setting up filters, and understanding aggregated vs split data.

This article focuses specifically on the Assessment-type dashboard: when to use it, how to set it up, and how to configure charts that compare results across teams.

What is an Assessment-Type Results Dashboard?

Results Dashboards come in four types: Individual, Cohort, Assessment, and Summary. The type you choose determines the scope of data shown on the dashboard.

An Individual dashboard displays data for a single respondent. A Cohort dashboard displays data for a single cohort (one team or group). An Assessment-type dashboard goes one level higher - it displays data across all respondents and all cohorts for an entire assessment. This makes it the ideal choice for executive summaries and cross-team reporting.

For a full overview of all dashboard types, containers, tiles, and drag-and-drop layout, see Building and Deploying Results Dashboards.

When to Use This Dashboard Type

An Assessment-type Results Dashboard is the right choice when you need to view results across multiple individuals or cohorts (teams) in one place. Common scenarios include:

• You run an assessment across multiple departments (each department is a cohort) and want to compare results across all teams in a single view.
• You want to give senior leadership or HR a single dashboard showing organization-wide trends without needing to open each cohort individually.
• You want to view a summary of respondents' completion status within an assessment.

Step 1: Create the Results Dashboard

1. Go to Assessment Manager > Results in the left menu.
2. Click Add Dashboard.
3. Enter a Name (e.g., "Leadership Executive Summary") and Title (e.g., "Leadership Assessment - Executive Summary").
4. Under Type, select Assessment.
5. An additional dropdown will appear - select the assessment you want this dashboard linked to (e.g., "Leadership").
6. Click Save.

Step 2: Design Your Dashboard Layout

Once your dashboard is created, you can design the layout using containers and tiles. This works the same way as any other Results Dashboard type.

• For full details on containers, tiles, and drag-and-drop layout, see Building and Deploying Results Dashboards.
• For formatting and customization options (background colors, borders, tile widths, etc.), see Formatting and Customizing Results Dashboards.

Step 3: Add Charts Split by Cohort (Team)

In this example, we show data broken down by cohort (team), using the SplitType=U parameter in the merge strings. This splits the chart by Cohort Subject, so each bar or segment represents one cohort.

The table below shows example merge strings used in the Inspire Me Global Leadership dashboard:

Step 4: Set Up Filters

Filters let viewers narrow down the data displayed on the dashboard. To configure filters:

1. In the Results Edit screen, click Filters in the top ribbon.
2. Check the Available box next to each field you want viewers to filter by.
3. Common filters for an Assessment-type dashboard include:
   • Organization - filter to see results for a specific organization (e.g., Inspire Me Global only).
   • Cohort Subject - filter to show only specific teams (e.g., Sales, Marketing, and Operations).
   • Classifier fields - depending on your assessment setup, you may have classifiers like Year of Service, Location, etc. These let viewers filter results by respondent attributes (e.g., "show results only for members with 10+ years of service").

Step 5: Save and View

1. Click Save & View to preview your Results Dashboard.
2. Select the filters you want to apply to view the data.
3. Remove "Test Response" from the Test Data filter button if it is active.

Full Example: Leadership Assessment Executive Summary

The Inspire Me Global Leadership assessment runs across seven departments. Here is a walkthrough of the demo Assessment-type Executive Summary dashboard, from top to bottom:

1. Header banner. A tile displaying the dashboard title and subtitle (e.g., "Leadership Assessment - Executive Summary").
2. Response Completion by Team. A stacked bar chart showing how many respondents completed, are in progress, or have not started - broken down by team.
3. Overall Leadership Score. A single aggregate score tile showing the overall score across all respondents (e.g., 69%).
4. Overall Leadership Score by Team. A bar chart comparing each team's overall score side by side.
5. Leadership Score by Section and Team. A grouped bar chart breaking down scores by assessment section for each team.
6. Leadership Behaviors - Overall Distribution. A chart showing aggregated behavior scores across all respondents.
7. Leadership Behaviors by Rater Role. The same behavior data split by rater role (e.g., Self, Manager, Peer, Direct Report).
8. Top 3 Strengths / Development Areas. Heatmap tables showing the top and bottom scoring areas across the assessment.

Use the arrows below to scroll through the full dashboard:

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FAQs & Troubleshooting

Use the questions below to troubleshoot common issues with Assessment-type Results Dashboards.

If you have any questions, please get in touch with our Customer Success Team: Support@brilliantassessments.com