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Benchmark Editor (EX)

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Qtip: This page describes functionality available to Engagement, Lifecycle, and Ad Hoc Employee Research projects. For more details on each, see Types of Employee Experience Projects.

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.

Qtip: For access to industry benchmark data, reach out to your Account Executive or Customer Success Representative.

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.

Qtip: You cannot enter or upload a benchmark value for a category. That’s because the system automatically calculates the benchmark for a category based on the benchmarks you assign the items (survey questions) that make up the category. Although in the Benchmark editor, categories are often displayed as N/A, the calculated values will appear in widgets where you’ve added the benchmark.

Creating a Benchmark Source

  1. Open your dashboard and select Settings.
    the benchmark editor screen with the add new benchmark button called out
  2. Select Benchmark Editor.
  3. Select Add New Benchmark.
  4. Select New if you want to type each of your values manually. Select CSV if you’d prefer to upload a CSV.
    image of the benchmark options menu when creating a new benchmark
  5. Name your benchmark.
  6. 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.
  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 6, the next steps will vary.

New Comparison Benchmarks

If you chose New in step 4 and Comparison in step 6, follow these steps.

  1. Click the name of your new benchmark.
    image of how to select and edit a benchmark
  2. Select Edit.
  3. Feel free to modify the benchmarks’ Name.
    image of the edit benchmark screen for a comparison benchmark
  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 New and Percentile, follow these steps.

  1. Click View on the question you wish to add percentiles for.
    image of how to select a benchmark
  2. Click Edit.
    image of the benchmark view when viewing a percentile benchmark
  3. Add your benchmark data. All 100 percentiles must have a value.
    image of editing a percentile benchmark
  4. Click Save.
Qtip: If you’ve chosen a Percentile benchmark, it is much easier and faster to upload a CSV.

CSV Comparison Benchmarks

If you chose CSV and Comparison, follow these steps.

  1. Click Click Here to download to retrieve a sample file.
    image of the csv benchmark import screen
  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 CSV and Percentile, follow these steps.

  1. Click Click Here to download to retrieve a sample file.
    image of the csv benchmark import screen
  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.
    Edit Page button at top-right of dashboard page
  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.
    Edit button on the top-right of a widget

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.
    Add Comparison button allows you to select a comparison you created earlier
  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.
    Comparisons options on the bottom of the widget editing pane

    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

Visualization type selection, Percentile Source, and Percentile Bar Options on the editing pane

  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.

Qtip: For  Simple Chart WidgetsSimple Table WidgetsGauge Chart WidgetsNumber Chart Widgets, and Pie Chart Widgets, percentile benchmarks are added in the Metrics field when you are editing the widget itself.

Metrics section of widget pane

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.
    Clicking the name of a benchmark to the top-right allows you to see the Delete option
  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.
Qtip: By removing a benchmark source in this manner, the benchmark will be removed from all widgets that use it. You will be unable to recover your benchmark source once you delete it.

Removing a Benchmark from a Widget

  1. Navigate to the Dashboard tab.
    Edit Page button at top-right of dashboard page
  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.
    Edit button on the top-right of a widget
  4. Scroll to the bottom of the widget editing pane on the right, and under comparisons, select the next to the benchmark you want to remove. The will appear when you hover over the benchmark.
    Comparisons settings on the bottom of the editing pane

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

Average Top Box /
Bottom Box
Heat Map Widget Yes Yes
Question List Widget Yes Yes
Demographic Breakout Widget Yes Yes
Gauge Chart Widget Yes Yes
Pie Chart Widget Yes Yes
Number Chart Widget Yes Yes
 Simple Chart Widget Yes Yes
Simple Table Widget Yes Yes
Key Drivers Widget No No
Scorecard Widget Yes Yes
Engagement Summary Widget No Yes
Bubble Chart Widget No No
Focus Areas Widget No Yes

Percentile Benchmarks

Average Top Box /

Bottom Box

Sum Count Minimum Maximum NPS
Heatmap Widget No No No No No No No
Question List Widget Yes No No No No No No
Demographic Breakout Widget No No No No No No No
Gauge Chart Widget Yes Yes Yes Yes Yes Yes Yes
Pie Chart Widget Yes Yes Yes Yes Yes Yes Yes
Number Chart Widget Yes Yes Yes Yes Yes Yes Yes
 Simple Chart Widget Yes Yes Yes Yes Yes Yes Yes
Simple Table Widget Yes Yes Yes Yes Yes Yes Yes
Key Driver – Plot Widget No No No No No No No
Scorecard Widget No No No No No No No
Engagement Summary Widget No No No No No No No
Bubble Chart Widget No No No No No No No
Focus Areas Widget No No No No No No No
Qtip: If a widget type is not listed here, then it is not compatible with benchmarks.

FAQs