The Centralized Analytics Dashboard houses all analytics pertaining to ideas, portfolios, campaigns, pages, and users. In the Portfolios tab, administrators will be able to see all of this data in one place, and then filter it by a number of different attributes, making it easier to pull the information they need for analytics reports.
To get there, go to Admin > Analytics > Portfolios. You'll first land on the "Overview" section where you'll see a high-level summary of all the analytics related to all portfolios within your organization.
Note: If you belong to two or more workspaces, make sure you select the correct workspace.
OVERVIEW
In this first section, you'll see a high-level summary of your organization's portfolios for all time.
Note: The percentages below each box indicate changes in the last 30 days.
Here, you'll see the overall engagement related to new portfolios, comments, and number of views within a selected time period. You can also use the filter options on the top right corner to see what portfolio engagement looks like pertaining to specific forces and workspaces.
Click the information icon ( i ) next to each tab to learn more.
Next, you'll find a breakdown of all portfolios related to their associated workspace and forces.
Click the information icon ( i ) next to each tab to learn more.
This chart shows you how portfolios in your organization are progressing. Specifically, it is an indicator of how many ideas have been submitted to your portfolios.
Click the information icon ( i ) next to each tab to learn more.
The bottom section shows you a list of trending portfolios (or portfolios with the most engagement) within a selected time frame.
BREAKDOWN
The Breakdown tab shows administrators a detailed view of the number of portfolios broken-down by workspaces or forces within a selected time frame. Filter options are also available on the top right corner.
ENGAGEMENT
Under the Engagement tab, administrators can see a detailed view of engagement including new portfolios, comments, and views within a selected time period. Filter options are also available on the top right corner.
PROGRESS
The Progress tab shows a detailed view of the idea make up of your portfolios (or portfolios by idea count) within a selected time frame.
TRENDING
The last tab shows a detailed view of the most active (or Trending) portfolios across your organization within a selected time frame. Filter options are also available on the top right corner.
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