Pulse in the Project Workspace

Access Groups: Pulse

Overview

The Pulse tab within a project shows detailed data from Pulse surveys. You can view how the scores have changed over time, see the data for the latest survey, and see the scores for every survey that has been sent.

The Pulse tab shows the following information:

1. Average Over Time—The average Client Pulse and Team Pulse scores for all time. You can check or uncheck these to show or hide them from the graph on the right.
2. Pulse Scores Graph—The Pulse scores over time. Hover over a point to see the survey date and score.
3. Client Score detail and Team Score detail—Data from the latest survey is shown.
   • Score and trend
   • Participation and trend
     
     Note: A low participation rate may disproportionately affect the score.
   • Happiness score
   • Confidence score
   • Collaboration score
4. Pulse Scores Table—The table at the bottom lists all the surveys that have been sent and their scores. Click the Link (“   ”) icon to view more information for that specific survey.

Scores appear with the following colors, allowing you to see where you’re doing well and identify problem areas at a glance:

• Scores between 0 and 3.9 appear in red.
• Scores between 4.0 and 6.9 appear in yellow.
• Scores between 7.0 and 10 appear in green.

Interpreting Pulse Scores

Each survey question belongs to one of three categories: happiness, confidence, and collaboration. When both internal and external Pulse surveys are enabled, you’ll be able to identify any disconnect between how the internal team and clients feel about the project.

For the internal team:

• Happiness scores for the internal team indicate whether team members feel recognized, supported, and personally fulfilled; and how high their job satisfaction is.
• Confidence scores for the internal team indicate how team members feel about the project strategy, alignment with the client’s goals, and ability of the team to overcome challenges.
• Collaboration scores for the internal team indicate how team members feel about the ease and frequency of communication, cooperation amongst the team, and the overall working relationship.

For clients:

• Happiness scores for clients indicate whether clients are happy with the project’s progress, the delivered work, and the value of the services received.
• Confidence scores for clients indicate how clients feel about the team’s ability to meet objectives, manage risks, and deliver high quality work.
• Collaboration scores for clients indicate how clients feel about the interactions with the project team, alignment of expectations, or the communication strategy.

For more information about what each category measures, see the Kantata Pulse Question Categories article.

Account Administrators can see Pulse scores across all projects on the Pulse Dashboard page.

Survey Responses

You can see the individual responses to questions on the Pulse Survey Responses page. This helps you understand how each question contributes to the overall score.

On the left of the page is the overall score for this survey, the participation rate, and how these values have changed since last time.

Each question indicates which category it contributes to: happiness, confidence, or collaboration. To the left of the question text is the average score calculated from the individual responses. The horizontal colored bar below the question text breaks down the distribution of responses. High scores are in green, medium scores are in yellow, and low scores are in red.

To the upper right of the question is shown how many free text responses were submitted along with the multiple choice response. Select the Expand (“   ”) icon beside [#] free text responses to view the text answers that were submitted.