Using Cohort Type Results Dashboard

What is a Cohort-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.

A Cohort-type Results Dashboard displays data for one specific cohort, showing aggregated results for all respondents within that cohort. When set as a Cohort Landing Page, assessment managers see this dashboard immediately when they open a cohort, giving them an instant snapshot of the cohort's results without needing to run or download a report. You build the dashboard once, and it dynamically shows the relevant data depending on which cohort the viewer is accessing.

For a full overview of all four dashboard types (Individual, Cohort, Assessment, and Summary) and how to build them, see Building and Deploying Results Dashboards.

When to Use This Dashboard Type

A Cohort-type dashboard is the right choice when you need a self-contained results view for a single cohort. Common use cases include:

• You want to give assessment managers or partners an instant visual overview when they open a cohort.
• You want to show aggregated cohort scores (average across respondents) with the ability to drill down into section-level and question-level detail, and even individual respondent scores.
• You want a lightweight alternative to a full cohort feedback report - something that loads instantly and is always up to date.

Full Example: Leadership Cohort Dashboard with Drilldowns

This walkthrough shows the Leadership Cohort Dashboard as a user would experience it, step by step.

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The Landing View

When an assessment manager opens the "HR Apr 2024" cohort, they see:

• Top left: Completion status showing 67% Completed and 16% Started.
• Top right: A gauge showing the Average Score of 67%.
• Below: A bar chart showing all 9 leadership behaviors (subsections) with scores ranging from 60% to 84%.
• Below the chart: Text with a clickable "here" link to view individual respondent scores.

After Clicking a Subsection Bar (e.g., "Develop People")

The On Demand container expands below, showing:

• Left: Average Question Score - a horizontal bar chart with each question's score within that subsection.
• Right: Answer Distribution - stacked horizontal bars showing the percentage breakdown (Never, Occasionally, Sometimes, Usually, Always) per question.
• Below: Individual Respondent Behaviors heatmap showing each respondent's scores across all subsections, color-coded by rating.

After Clicking a Different Subsection

The same On Demand container updates with different data. For example, clicking "Promote Company Culture" shows questions like "Encouraging Make it Happen Culture" and "Accepting things will go wrong." The Individual Respondent Behaviors table persists below, giving context.

Step 1: Create the Cohort Dashboard

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

Step 2: Design the Dashboard Layout

Once your dashboard is created, design the layout using containers and tiles.

• For full details on containers, tiles, and drag-and-drop layout, see Building and Deploying Results Dashboards.
• For formatting and customization options, see Formatting and Customizing Results Dashboards.

Container 1 - Completion & Average Score

Container 2 - Behaviors Overview (Always Showing)

This container holds the main bar chart showing all subsection scores. Clicking a bar drills down into Container 3 for question-level detail.

Merge string:

{Bar[SectionNo=ALL SubSectionNo=ALL Label=Y Container={ID} Drilldown=Y]}

Below the chart, add text with a link to open the respondent-level view (Container 4):

Click the Subsection to review the Question Answers or Click {MoreDetails[Container={ID} CustomLabel=here Drilldown=Y]} to view scores by Respondent.

Container 3 - Subsection Drilldown (On Demand)

This container appears when a user clicks a bar in Container 2. It shows question-level scores for the clicked subsection.

Average Question Score merge string:

{BarHorizontal[SectionNo=@SectionNo SubSectionNo=@SubSectionNo QuestionNo=ALL Label=Y]}

Answer Distribution merge string:

{StackedBar[SectionNo=@SectionNo SubSectionNo=@SubSectionNo QuestionNo=ALL Metric=CountPC Label=Y LabelColor=#ffffff SplitType=Q YAxis=N RatingType=1234]}

The @SectionNo and @SubSectionNo values are dynamic parameters passed from the drilldown click. When a user clicks a bar in Container 2, these values are automatically populated with the clicked subsection's section and subsection numbers. QuestionNo=ALL displays the score for every question within that subsection.

Container 4 - Individual Respondent View (On Demand)

This container shows a heatmap table of every respondent's scores, accessible via the "here" link below the main chart.

Merge string:

{Tables[SectionNo=ALL SubSectionNo=ALL SplitType=R BackgroundColour=Rating BarSize=40 Height=1000 FontSize=14 LabelColor=#FFFFFF]}

Step 3: Add Drilldown Containers

Drilldown lets users click on a chart element (e.g., a bar representing "Leadership Style") to reveal more detailed data in an On Demand container below. In this example, clicking a subsection bar opens Container 3 showing question-level scores and answer distribution for that subsection. A separate "here" link opens Container 4 showing individual respondent scores.

For detailed instructions on setting up drilldowns, see the Drilldown section of Building and Deploying Results Dashboards.

Step 4: Displaying Cohort Result

Option 1: Save & View Results Dashboard

1. Click Save & View to preview your Results Dashboard.
2. Click the Test Data button and select the cohort whose results you want to view. This lets you verify the dashboard is displaying correctly before setting it as a landing page.

Option 2: Set as the Cohort Landing Page

1. Go to Assessment Settings > Feedback tab.
2. Scroll down to the Outputs panel.
3. Under Cohort Home Results, select your Cohort Results Dashboard from the dropdown.
4. Click Save.

Now, when an assessment manager navigates to view any cohort for this assessment, the Results Dashboard will display as the landing tab (home page) for that cohort. For more detail on cohort landing page configuration, see Displaying Cohort Results.

FAQs & Troubleshooting

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

If you have any questions, please get in touch with our Customer Success Team: support@brilliantass essments.com