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Spotlight Insights (EX)

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Qtip: This page describes functionality available to Engagement projects only. For more details on all EX project types, see Types of Employee Experience Projects.

About Spotlight Insights

After running an Employee Experience project and collecting all your data, it can sometimes be overwhelming to determine where your company should focus its efforts. With spotlight insights, Qualtrics can help you identify the most promising areas of improvement. Simply choose what metrics, demographic breakouts, and comparisons you want to run, and Qualtrics will provide you a straightforward report highlighting key experience gaps.

Qtip: To use insights, you must be a Brand Administrator.
Qtip: Want to see a demo of this feature? Check out this page.

Setting Up Insights

  1. In your dashboard, click Insights.
    clicking Insights on the dashboard toolbar
  2. Click Get Started.
    clicking get started on the insights landing page
  3. Choose a key metric you want to analyze for. You may select either survey questions or dashboard categories.
    selecting a key metric, and adding additional metrics

    Qtip: You can’t select a key metric if one of its questions is already selected. For example, if Engagement consists of 5 statements and one of those statements are already selected, then Engagement can’t be selected.
  4. If desired, click Add metric to add additional metrics to your comparison. You may add up to three metrics.
  5. This step is optional. If desired, click Add priority question to add questions whose results might influence your key metrics. You may add up to five survey questions. When a priority area is selected, we will run a driver analysis to see if the priority area has a strong correlation to any of the selected key metrics.
    clicking add priority question to add priority questions to the analysis

    Qtip: If you selected a question as a metric, you can’t select it as a priority question.
    Example: For example, you are analyzing for Manager Effectiveness and select various questions that help measure how your employees feel about their managers.
  6. Choose the demographics you want to explore in your comparison (stored as participant metadata fields).
    selecting a demographic, and adding more demographics
  7. Click Add demographic. To add additional demographic data. You may add up to five demographics. We recommend having at least three demographics for a strong comparison.
  8. Determine which comparisons you’d like to run. These comparisons operate by performing a ranked t-test on your data to identify areas of statistical importance.
    Your comparison options include:
    choosing the comparisons and clicking generate insights

    • Subgroup Comparison: This comparison is enabled by default and cannot be disabled. This comparison looks for demographic subgroups that have a score which is statistically significant from the rest of your organization (excluding the subgroup itself).
    • Company Average Comparison: This comparison compares demographic subgroups against the company as a whole (including the subgroup itself) and identifies subgroups whose differences in scores indicate a statistical significance.
    • Trend: You can only select this comparison if you have multiple surveys mapped into your dashboard. This comparison lets you compare your current project’s data against another project’s data to see how scores have changed over time.

      Qtip: If you select trend comparison, a dropdown menu will appear for you to select which survey to compare against.

      for a trend comparison, choosing the comparison survey using the dropdown menu

  9. Click Save and Generate Insights when finished.
    Qtip: Your insights may take up to 30 minutes to calculate. Feel free to exit this page and return later while we analyze your data.

If you need to edit these settings, simply click Edit in the top right and make any desired changes. Please note that if you edit these settings, you will need to wait while we generate your new insights.
clicking edit at the top of the insight

Once your insights have been generated, you can select which insights you want to view by using the Compare dropdown at the top of the page.
using the compare filter to switch between insight comparisons

To change what metric or priority you are analyzing for, use the Metric dropdown at the top of the page.

In order to help you focus on the areas most promising of improvement, Qualtrics orders the insights list based on our ranking algorithm. This algorithm surfaces more interesting insights towards the top of the list by calculating the number of survey respondents affected and the width of the experience gap. Therefore, large experience gaps that affect a large number of respondents will be displayed higher in the list than small experience gaps that affect only a small number of respondents. You can still use the page filters and sorting to slice the insights in a different way.

To return to your dashboard, click the dashboard name in the navigation bar.
clicking the dashboard name in the top left corner

Insight details

When you click on an insight, additional details will open in a pane to the right.

An image of the pane described

The details pane will explain the insight in simple language with a chart. Then there will be a graph displaying the performance of other groups within the same demographic category so you have a visual representation of how favorably or unfavorably this group has rated the item in question compared to the other groups.

Example: In the screenshot above, we see how this age group, 18-24, scored on “Trust in Manager” compared to the rest of the company. This comes with a graph to visually represent how much more favorably this age group rated this item. Then there’s a breakdown of how other age ranges score on this item for added context.

Subgroup Comparison

The Subgroup Comparison contains demographic groups that we noticed showed a statistically significant difference from other groups in the company.
the subgroup comparison insight

In the insight, you have the following attributes:

  • Experience gap: The difference between the subgroup’s score and the comparison group’s score. The raw scores for each can be found in the Subgroup rating column.
  • Subgroups and comparison groups: The subgroup that is being analyzed & the group that the subgroup is being compared against. Note that the subgroup is excluded from the comparison group.
    Example: For example, let’s say I have three office locations: Provo, Seattle, and Chicago. If my subgroup is Provo, then the comparison group is Seattle and Chicago. Your comparison group will indicate which demographic is excluded.
  • Subgroup rating: The subgroup’s score for the selected metric. The comparison group’s score is found below this number
  • Responses The number of responses in the subgroup. The number of responses in the comparison group is found below this number.
Qtip: Use the “Is this helpful?” column to provide feedback to Qualtrics if you found the insight helpful or not. We use this feedback to improve our algorithm to ensure that meaningful insights are being presented.

Company Average Comparison

The Company Average Comparison displays which subgroups have a statistically significant score compared to your organization as a whole. It’s important to note that the subgroup is compared against the entire company, which includes the subgroup.
the company average comparison insight

In the insight, you can find the following attributes:

  • Experience gap: The difference between the subgroup’s score and the comparison group’s score. The raw scores for each can be found in the Subgroup rating column.
  • Subgroups and comparison groups: The subgroup that is being analyzed & the group that the subgroup is being compared against. Note that the subgroup is excluded from the comparison group.
    Example: For example, let’s say I have three office locations: Provo, Seattle, and Chicago. If my subgroup is Provo, then the comparison group is Seattle and Chicago.
  • Subgroup rating: The subgroup’s score for the selected metric. The comparison group’s score is found below this number
  • Responses The number of responses in the subgroup. The number of responses in the comparison group is found below this number.
Qtip: Use the “Is this helpful?” column to provide feedback to Qualtrics if you found the insight helpful or not. We use this feedback to improve our algorithm to ensure that meaningful insights are being presented.

Trend Comparison

Qtip: Remember, to use the trend insights, you must have a second data source mapped into your dashboard.

The Trend insight shows how different demographic group scores changed between your two surveys. The two projects you are comparing will appear at the top of the report, highlighted in red below.
the trend insightIn the insight, you can find the following attributes:

  • Experience gap: The difference between the subgroup’s score and the comparison group’s score. The raw scores for each can be found in the Subgroup rating column.
  • Subgroups and comparison groups: The subgroup that is being analyzed & the group that the subgroup is being compared against. Note that the subgroup is excluded from the comparison group.
    Example: For example, let’s say I have three office locations: Provo, Seattle, and Chicago. If my subgroup is Provo, then the comparison group is Seattle and Chicago.
  • Subgroup rating: The subgroup’s score for the selected metric. The comparison group’s score is found below this number
  • Responses The number of responses in the subgroup. The number of responses in the comparison group is found below this number.
Qtip: Use the “Is this helpful?” column to provide feedback to Qualtrics if you found the insight helpful or not. We use this feedback to improve our algorithm to ensure that meaningful insights are being presented.

Filtering & Sorting Insights

Filtering Insights

You can filter your insights based on the insight attributes in order to narrow down your insights.

  1. In your insights, click Advanced Filters.
    clicking advanced filters at the top of the insight
  2. Give your filter a label. This is what will display in your insight.
    giving the advanced filter a name, and creating the filter conditions
  3. Choose whether you want results that meet All or Any criteria. See this page for more information about all vs. any.
  4. Select the attribute you want to filter by. You can filter by any attribute from your insight. See the above sections about each insight for more information about each attribute.
  5. Finish setting up the condition you’d like to filter for.
    creating the filter condition, and adding additional conditions

    Example: We’re interested in big experience gaps, so we filter for Experience gap is greater than 15.
  6. To add or remove a condition, click the three dots next to an existing condition and choose either Insert condition below or Delete. You can also add condition sets to create more complex logic.
  7. When finished building your filter, click Apply.
    clicking apply in a filter

To edit your filter, simply click Advanced Filters again and make any desired changes before applying the filter again.

Sorting Insights

To sort your insights, click the header of the attribute you want to sort by. An arrow will appear next to the attribute indicating if it’s sorted in ascending or descending order. Click the header again to cycle through the sorting order or to stop sorting altogether.

clicking one of the fields at the top of the insight to sort by that insight