Dashboard 2.0 Overview

Dashboard 2.
0 Overview
Contents
Overview of Dashboard 2.0
Intro What is dashboards 2.0
Configuration Information for Administrators

Enabling Standard Dashboard using the Role Based Permission framework
Enabling Standard Dashboard using traditional SuccessFactors security model
Detailed Dashboard Descriptions

Goal Dashboard
Competency Dashboard
Performance Dashboard
Succession Dashboard
SuccessFactors Proprietary and Confidential 2012 SuccessFactors, An SAP Company. All rights reserved.
What is dashboard 2.0?

Dashboards 2.0 is an embedded analytics solution in the SuccessFactors
suite.
The technology behind is an in memory analytics and calculation engine
pulling data from the AdHoc reporting framework. This allows the
dashboards to be fast, interactive and always have data that is 100% up
to date (no delay).
The dashboards are built by SuccessFactors and partners and are
available as customized dashboards or as standard dashboards available
for all customers in the Success Store gallery.
Note: There might be customer-specific configuration that prohibits the

standard dashboard from working out of the box. We cannot guarantee
that all widgets in the standard dashboards work for your configuration.
3
What is dashboard 2.0?

Shift view
Select Dashboard
Dashboard Settings &

Filters
Click in charts to filter

And drill down to a
list
Download list as
CSV/Excel file
Zoom in charts
Get extra insights in

mouse over tooltip
Available Dashboards
Goal Dashboard
Competencies Dashboard
Enabling standard
dashboards
Role Based Permissions
How to Get the New Dashboards

Step 1: Read This Quick Guide
Step 2: Contact Customer Success and ask for the New Dashboard
2.0 Framework to be enabled for your company
Step 3: Give administrative
privileges for admin
Slide 9-14 for setup with role
based permisioning enabled
Step 4: Add dashboard(s) from

Success Store gallery
Step 5: Provide access to the
end users
Slide 15-21 for setup with clasic

permisioning
Role Based Permissions:

Admin Privilege

Add Dashboards to Instance

10

11

Give user access
12

Give user access
13
Enabling standard
dashboards
Classic Permissions
Classic Permission:
Admin Privilege
15
Classic Permission:
16
Classic Permission:
17
Classic Permission:
18
Classic Permission:
Give user access
19
Classic Permission:
Give user access
20
Appendix:
Description of Standard Dashboards
Objective Dashboard
22
Objective Dashboards
23
Description
Provides a count of objectives by category and status. All categories and statuses
that have been used will across the goal forms in the reports will be shown.
Please note that if there are variations in spelling or different translation across
different goal forms, then the chart could show a lot of categories and statuses
when many form templates are selected in the filter section.
Objective
See status of goals across different categories.
Drill Down Details
Upon drilling the goals behind the chart is shown.
24
Description
Provides a count of objectives by alignment. Goals where the field in Aligned up is

TRUE will be categorized as aligned. The rest of the goals are marked as
unaligned.
Objective
See how well the individual goals of each person in the managers team are aligned
to higher-level strategic objectives.
Drill Down Details
25
Description
This chart show the number of goals each user has. The chart count the number of
goals for each user and group users with same number of goals in the chart. The
number of users with 1 goal is shown in the first column, the number of users with
2 goals is shown in the 2nd column etc.
Objective
See if all team members have a meaningful set of goals. No users should have too
few or too many goals on their goal plan.
Drill Down Details
Upon drilling the users behind the chart is shown.
26
Description
Provides a count of objectives by due date. Goals where due date has passed will
be marked Overdue. Goals where due date has not past will be marked not yet
due. Goals with no due date will be marked No Due Date. Goals that are already
completed will be marked as completed independent of when they were due.
Objective
See capture goals that are overdue or missing a due date.
Drill Down Details
27
Description
Provides a count of objectives by due date. Only goals with a due date will be
included in this chart. Depending on the time until the goal is due each goal will be
categorized accordingly.
Objective
Discover if any goals are due soon and allow manager to focus on these goals.
Drill Down Details
28
Description
Provides a count of objectives by visibility. Goals can be marked as either private or

public.
Objective
Discover if any team members have entered goals as private instead of public
(which is default for most companies).
Drill Down Details
Competency Dashboard
29
Competency Dashboards
30
Description
Shows average rating for competencies in the selected performance forms.
Objective
See average overall competency rating across all competencies.
Drill Down Details
List of people and their overall competency rating.
31
Description
Show gap between average actual rating with average expected rating for each
competency. Negative gaps are red, positive gaps are green.
Chart shows top 10 competencies sorted one of the by the following four:
Most common competencies = the competency most users are rated on
Strongest competencies = the competency with the highest average rating
Weakest competencies = the competency with the lowers average rating
Biggest competency gaps = the competency with the biggest gap between actual
and expected rating.
Objective
Identify competencies which needs to be improved across the team.
Drill Down Details
List of people with the specific competency.
Show distribution of people across the different ratings for each competency.
Description
32
Objective
This char reveals if people in the team are scattered across the entire rating scale or
if they all have fairly similar medium rating.
Drill Down Details
Compare average actual rating and average expected rating for each competency.
Description
33
Objective
Identify competencies which needs to be improved across the team.
Drill Down Details
Show for each competency how many people are above, at or below expected
rating. People below expected rating are colored red. People at expected level are
yellow. People above expected rating are green.
Description
Objective
34
Identify competencies where many people are below the expected rating.
Drill Down Details
35
Description
Show distribution of people across the rating scale for overall competency rating.
Objective
See how peoples overall competency is distributed.
Drill Down Details
List of people and their overall competency rating.
36
Performance Dashboards
9-box view of people performance and potential rating.
37
Description
The chart count each form once. The form must have both a performance rating
and a potential rating to appear in this chart. Ratings are rounded to the nearest
value on the rating scale.
Objective
Show potential and performance rating in combination.
Drill Down Details
List of people that fall into this box in the matrix.
Shows count of forms by potential rating.

Description
38
Count forms by the potential rating. Forms must have an overall potential rating to
appear in this chart. Ratings are rounded to the nearest value on the rating scale.
Objective
See distribution of potential rating.
Drill Down Details
List of people with the selected potential rating
39
Description
Shows count of forms by route map step name.
Objective
See where forms are in the process. Typically most used during performance review
cycle.
Drill Down Details
List of forms in the selected step.
Shows count of forms by overall performance rating.

Description
40
Count forms by the overall performance rating. Forms must have an overall
performance rating to appear in this chart. Ratings are rounded to the nearest
value on the rating scale.
Objective
See distribution of performance rating. Typically companies have a target

distribution which usually looks like a bell curve.
Drill Down Details
List of people with the selected performance rating.
41
Description
Shows count of forms by due status. Forms are considered overdue if the due date
has passed.
Objective
See if there are forms that are overdue or stuck in the process. Typically most used
during performance review cycle.
Drill Down Details
List of forms in the selected pie.

Dashboard 2.0 Overview

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Dashboard 2.

Configuration Information for Administrators

Detailed Dashboard Descriptions

What is dashboard 2.0?

Note: There might be customer-specific configuration that prohibits the

What is dashboard 2.0?

Dashboard Settings &

Click in charts to filter

Get extra insights in

How to Get the New Dashboards

Step 4: Add dashboard(s) from

Slide 15-21 for setup with clasic

Role Based Permissions:

Role Based Permissions:

Role Based Permissions:

Role Based Permissions:

Role Based Permissions:

Role Based Permissions:

See status of goals across different categories.

Drill Down Details

Upon drilling the goals behind the chart is shown.

Provides a count of objectives by alignment. Goals where the field in Aligned up is

Drill Down Details

Upon drilling the goals behind the chart is shown.

Drill Down Details

Upon drilling the users behind the chart is shown.

See capture goals that are overdue or missing a due date.

Drill Down Details

Upon drilling the goals behind the chart is shown.

Drill Down Details

Upon drilling the goals behind the chart is shown.

Provides a count of objectives by visibility. Goals can be marked as either private or

Drill Down Details

Upon drilling the goals behind the chart is shown.

Shows average rating for competencies in the selected performance forms.

See average overall competency rating across all competencies.

Drill Down Details

List of people and their overall competency rating.

Identify competencies which needs to be improved across the team.

Drill Down Details

List of people with the specific competency.

Drill Down Details

List of people with the specific competency.

Identify competencies which needs to be improved across the team.

Drill Down Details

List of people with the specific competency.

Drill Down Details

List of people with the specific competency.

See how peoples overall competency is distributed.

Drill Down Details

List of people and their overall competency rating.

9-box view of people performance and potential rating.

Show potential and performance rating in combination.

Drill Down Details

List of people that fall into this box in the matrix.

Shows count of forms by potential rating.

See distribution of potential rating.

Drill Down Details

List of people with the selected potential rating

Shows count of forms by route map step name.

Drill Down Details

List of forms in the selected step.

Shows count of forms by overall performance rating.

See distribution of performance rating. Typically companies have a target