Vantaca IQ - Analytics

Summary: This article will explain how to use the performance tools available on the Analytics sub-dashboards.

The Employee and Association IQ dashboards each contain an Analytics section containing their own comparative performance tools for their respective dashboards.

Employee Analytics

Employee Analytics contains the Employee Activity Comparison performance tool which can be used to compare the amount of action item activity, which includes step changes and messages, for the selected date range across multiple employees.

Configuring the Tool

Employees will need to be added to the tool before any data is displayed. Note: Only IQ Admins will have access to all employees by default. Please see this article for more information about granting non-Admin users access to other employees: Vantaca IQ - Securities and Permissions

1. Click the Compare button.
   
2. From the Select Employees to Compare form, you can select as many employees as desired by clicking the checkbox next to their Employee Name in the Add Employees section.
   
3. After you've made your selection, select the Add Employees button to complete the setup.
   
4. A brief success message will display on the screen once the Employees have been successfully added.
   
   
   1. Employees can be Removed by making selections in the Remove Employees section and selecting the Remove Employees button.
      

Association Analytics

Association Analytics contains two configurable performance tools.

Association Activity Comparison

The Association Activity Comparison performance tool which can be used to compare the amount of action item activity, including step changes and messages, for the selected date range across multiple associations. This comparative analysis allows you to compare all action item activity or compare specific action types.

Configuring the Tool

Associations will need to be added to the tool before any data is displayed. Note: Users will only have access to associations configured in their portfolio.

1. Click the Compare button.
   
2. From the Select Associations to Compare form, you can select as many associations as desired by clicking the checkbox next to their Association Code in the Add Associations section.
   
3. After you've made your selection, select the Add Associations button to complete the setup.
   
4. A brief success message will display on the screen once the associations have been successfully added.
   
   
   1. Associations can be Removed by making selections in the Remove Associations section and selecting the Remove Associations button.
      

Using the Comparison Tool

Each tool's values can be toggled to show or hide its content from displaying:

Action Item Lifecycle

The Action Item Lifecycle performance tool can be used to review the average time action items spend in each step, along with the count of open items associated with each step within the chosen action type.

Configuring the Tool:

1. Select an Action Type from the dropdown to begin. Once an Action Type is selected, the tool will display the data for that action type for All Associations 

2. Select the unit of measure that is most suitable for the data set you are reviewing.

3. Select the Associations button in the top right of the tool to narrow the selection. Sort and Filter as needed to select as many associations as you want. Use the Select All button to quickly select a group of associations.

1. After you've made your selection, select the Add Associations button to complete the setup. 
2. Associations can be Removed by making selections in the Remove Associations section and selecting the Remove Associations button.

4. Once your Association selections have been made, exit out of the pop-out and note that the data has now been filtered to the selected associations. The Data Bar will now reflect the associations that you have selected. Select Show List on the right to reveal a list of selected associations. 

5. Click into each Step in the legend under the donut chart to view a pop-out of all open action items for the selected step.