Benchmark Editor (EX)

About the Benchmark Editor

Benchmarks are often used to compare your current results to a previous year’s results or to the current industry standards. For example, you may have goals for where you want your engagement survey scores to be at. You can add in a benchmark to show how you were against that goal.

In the dashboard Settings, you have the ability to add benchmark data to a dashboard by using the Benchmark Editor. Once you add your benchmark data in the editor, you can then add these benchmarks to some of the widgets in your dashboard. Displaying your benchmarks in your widgets will allow you to display the target data you would like your organization to strive for. By easily comparing your actual data to the goal data, you can easily identify gaps in performance or opinions and use this information to make informed decisions on how your company would like to address each gap.

Adding a Benchmark Source

The process of adding benchmarks to your dashboard requires two steps. First, you must create all of your benchmark sources and add all of your benchmark data to the dashboard in the Settings tab. Second, you need to add each desired benchmark to the widgets in which you would like the benchmark displayed.

Follow the below steps to learn how to add a benchmark source.

Creating a Benchmark Source

1. Open your dashboard and select Settings.
   
2. Select Benchmark Editor.
3. Select Add New Benchmark.
4. Decide whether this is a Percentile or Comparison benchmark.
   
   Qtip: Not sure whether you should pick percentile or comparison benchmarks? Percentile benchmarks are set of 100 values for a particular field. A value for a field, such as an average, is calculated from the data and then the value is looked up in the percentile list to see what percentile bucket (one of the 100 in the list) it falls in, and then the bucket number (1-100) is displayed. Comparison benchmarks are just one value per field, and are usually compared directly with some value calculated from an actual field, using the same metric type (e.g. Top/Bottom Box). Comparison benchmarks are more commonly used than percentiles.
5. Select Upload a file if you’d prefer to upload a CSV. Select Create a new benchmark if you want to type each of your values manually.
6. Name your benchmark.
7. Determine the metrics of the benchmark. See Widget Compatibility for the metrics you can use.
8. Click Next.

Depending on what you chose in steps 4 and 5, the next steps will vary.

New Comparison Benchmarks

If you chose Comparison in step 4 and Create a new benchmark in step 5, follow these steps.

1. Click the name of your new benchmark.
   
2. Select Edit.
3. Feel free to modify the benchmarks’ Name.
   
4. Add your benchmark data for each question in your survey. The expected format for a comparison benchmark is 0.XX. The widget will interpret this as a percentage. For example, 0.3456 will be shown as 34.56% and 0.02 will be shown as 2%. 1.0 will be shown as 100%.
5. Click Save.

New Percentile Benchmarks

If you chose Create a new benchmark and Percentile, follow these steps.

1. Click View on the question you wish to add percentiles for.
   
2. Click Edit.
   
3. Add your benchmark data. All 100 percentiles must have a value.
   
4. Click Save.

CSV Comparison Benchmarks

If you chose Upload a file and Comparison, follow these steps.

1. Click Click Here to download to retrieve a sample file.
   
2. In the CSV, fill out the cells with the benchmark values. The expected format for a comparison benchmark is 0.XX. The widget will interpret this as a percentage. For example, 0.3456 will be shown as 34.56% and 0.02 will be shown as 2%. 1.0 will be shown as 100%.
   Qtip: If you don’t want to include a question, feel free to leave that column blank!
3. When your file is complete, click Choose File and find it on your computer.
4. Click Submit.

CSV Percentile Benchmarks

If you chose Upload a file and Percentile, follow these steps.

1. Click Click Here to download to retrieve a sample file.
   
2. In the CSV, fill out the cells with the benchmark values.
   Qtip: If you don’t want to include a question, feel free to leave that column blank! However, you cannot have empty rows – all 100 percentiles need a value!
3. When your file is complete, click Choose File and find it on your computer.
4. Click Submit.

Adding Benchmarks to a Widget

After you have successfully added a benchmark source, you are ready to start adding benchmarks to your widgets.

1. Navigate to the Dashboard tab.
   
2. Enable editing on your dashboard by selecting Edit Page.
3. Locate the widget you would like to add your benchmark to. Hover over it and select Edit.
   

Depending on whether you are adding a Comparison benchmark or a Percentile, the following steps differ.

Adding a Comparison Benchmark to a Widget

1. Scroll to the bottom of the widget editing pane on the right and select Add Comparison.
   
2. Select your benchmark from the dropdown menu.
3. Specify the number of decimal places you would like your benchmark(s) to display and if you would like to show +/- Delta or the Base Value.
   
   Qtip: +/- Delta displays the difference between your benchmark data and your actual data. Base Value will display only the values of the benchmark data.
4. Add additional benchmarks. You can drag and drop the benchmarks by selecting the three lines next to each one to change the order in which they are displayed.

Adding a Percentile Benchmark to a Widget

1. Click the percentile icon.
2. Choose the Percentile Source. This is the Percentile benchmark source you created earlier.
3. Under Percentile Bar Options, you may choose a different bar color.

Removing Benchmarks

You can remove a benchmark from a single widget, or remove it from the dashboard entirely.

Removing a Benchmark from the Dashboard

1. Open your dashboard and select Settings.
   
2. Select Benchmark Editor.
3. Select the name of the benchmark source you would like to delete.
4. Select Delete and confirm your action by selecting Yes on the popup window.

Removing a Benchmark from a Widget

1. Navigate to the Dashboard tab.
   
2. Enable editing on your dashboard by selecting Edit Page.
3. Locate the widget you would like to remove your benchmark from. Hover over it and select Edit.
   
4. Scroll to the bottom of the widget editing pane on the right, and under comparisons, select the X next to the benchmark you want to remove. The X will appear when you hover over the benchmark.
   

Widget Compatibility

The type of benchmark you can use (Comparison or Percentile) varies by widget. Not only that, but the Metric that is set when you set up your benchmark (Sum, Average, NPS, etc.) also varies in compatibility. The following tables will display what combinations you can use.

Comparison Benchmarks

Percentile Benchmarks

FAQs