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Actionable Insights

Actionable Insights is built for Leaders and HR (workspace owners) to spot momentum, risk, and coaching opportunities early across teams. Managers can use it too for their own reporting line.

Actionable Insights how-to​

Watch this overview to see how leaders and workspace owners can use reports, focus areas, and trend views to steer action.

Who can use this view​

Actionable Insights is available to:

  • managers with direct reports
  • workspace owners

If you are a workspace owner, use Filter by Reporting Line to review one leader tree at a time.

What you'll see on this page​

1. Custom insight reports​

Create targeted reports that surface people who match specific patterns (for example rising stars, potential leaders, or early attrition risk).

Use Add to build from scratch, or Pick from Library to start from built-in templates.

Add Insight

Focus Areas show recurring development themes across a leadership tree. You can click into a focus area and drill into associated growth opportunities.

Focus Areas

3. Team sentiment view​

"How The Team is Perceived" shows sentiment scores on a 0-10 scale using analyzed signals from feedback, 1-1s, and shared work threads. Each point links to the person so you can follow up with context.

Team Sentiment

4. Goal tracking view​

"How The Team is Tracking on Goals" shows goal score trends across the same reporting tree. Use 6M, 1Y, or 2Y windows to compare short-term movement vs longer-term consistency.

5. Value Distribution​

Value Distribution shows how published company values are reflected in tagged feedback. You can review by value, see who is being recognized, and launch announcements directly from the chart.

Value Distribution

Important but easy to miss​

  • Insights are scoped to the selected reporting line, not the whole company at once.
  • Focus Area word size reflects signal volume, not priority or severity by itself.
  • Sentiment/Goal charts are directional signals; validate with context before acting.
  • Value Distribution depends on published values and value-tagged feedback.

A practical weekly rhythm​

  1. Open one report to find who needs support this week.
  2. Pick 1-2 focus themes to coach across leaders.
  3. Check sentiment + goal movement for early risk signals.
  4. Reinforce visible value-led behavior publicly.

When sections look empty​

Empty states usually mean one of these is still building:

  • not enough recent activity/signals yet
  • values are not published or not tagged in feedback
  • the selected reporting line has limited data in the chosen time window

Next steps​