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Engagement Summary Widget (EX)

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About Engagement Summary Widgets

Qtip: This widget is WCAG 2.1 AA compliant.

The Engagement Summary widget shows the distribution of a single category or several items in a single bar. Instead of being based off an average or an overall score, the Distribution column is calculated based off of the Scale settings. Each color of the scale indicates a different level of favorability. In addition to overall engagement with a given item, you can also add comparisons to historical data or benchmark standards.

Example of an Engagement Summary widget

Qtip: When multiple Items are selected for this widget, the overall engagement score is calculated by averaging the individual engagement scores for each Item.
Qtip: Unsure which Employee Experience projects have this widget? See our Widget Types and Project Compatibility table.

Field Type Compatibility

The Engagement Summary widget is only compatible with the Number Set field type.

Widget Customization

For basic widget instructions and customization, visit the Widgets Overview support page. Continue reading for widget-specific customization.

Basic Set-Up

Close-up of two editing pane options: Source and Items

By default, responses from all your data sources are used as the primary data in this widget, except for comparisons. If you want to only pull data from a single data source, select Add to add a filter.

In the Items field, select the metadata, questions, or categories you wish to pull into the widget.

You can pull in as many items as you want, and instead of breaking into separate rows, the items will aggregate, resulting in a combined engagement score. Because of this, be careful which items you select so that they are items that make sense to combine. Organizing your survey items into categories can make it easier to group items together.

Qtip: The Scorecard widget will show the distribution of categories on separate rows. The Question List widget also separates items by row and can pull in questions and metadata in addition to categories.

Visualizations

There are 2 visualization types to choose from.

Horizontal Bar: This is the default option. Engagement scores will be displayed as a horizontally stacked bar with the engagement score as a large number on top.

the horizontal bar visualization

When Compact View is selected, the visualization will hide the large number on top as well as any comparisons added.

the horizontal bar with compact view

Circle Visualization: This view displays the engagement score as a pie-chart style circle with the engagement score in the center. Comparisons are displayed below the circle. Compact view is not available for this visualization type.

the circle visualization

Additional Options

Engagement Summary with the editing pane open to the right

  1. Distribution: Choose how many decimal places display on the percentages in the green portion of the scale.
  2. Display Options: Switch between the Show All Percents and the Compact View options described in the section above.
  3. Comparisons: To add a comparison to the widget, make sure you have at least 1 benchmark added in the Benchmark Editor, or at least 1 comparison added in the Comparisons section of your dashboard Settings. Once you add a comparison, you can enable statistical significance, and choose your desired confidence level. You can also specify the number of decimal places you’d like to show, as well as if you’d like to display the comparison data as +/- Delta (displays the difference between your survey data and your comparison data) or as the Base Value (displays the actual value of your comparison data as a percentage). Note that you can add multiple comparisons, if you’d like.
  4. Metric: Choose whether to display Average or Favorability as your widget metric.

FAQs