The Hierarchy Summary dashboard provides average scores and record counts for each branch of your organization's hierarchy, as well as a list of completed record within an organization.
This dashboard provides the ability to view details for ALL products/programs combined, as well for individual programs using the in dashboard filters provided.
The dashboard offers you two views:
Hierarchy view
The Hierarchy view gives you a breakdown of the hierarchy nodes to give you the following data:
- Hierarchy - each hierarchy node of the organization
- Records - number of records submitted for each node
- Score - average score of the hierarchy node
- YTD - year to date score of the hierarchy node
- Difference - the change in score
Records view
The Records view gives you a list of all the records submitted for a program under an organization. The dashboard gives a view to the following:
- Graph - displays the average score over time
- Date - dates of the submitted records
- Hierarchy - the hierarchy node under which the program was submitted for
- YTD - the year to date score of the program
- Score - the score of the record
- Difference - the percentage increase/decrease of the program score based after the submission of the record
- Click on any record in the list to open the Individual Record Report.
Product, Program, and Hierarchy filters on the page will have default selections; be sure to update them if applicable.
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