Pulse Dashboard

The Pulse Dashboard provides an overview of Pulse scores from all projects.

User Permissions Needed: Account Administrator

Overview

The Pulse Dashboard provides an overview of Pulse scores from all projects.

The Pulse Dashboard shows the following information:

• Project Title
• Project Status—The project status, as set in the project workspace header.
• Pulse scores from the most recent survey for both sides of the project and each side individually:
  • Pulse Score
  • Team Score
  • Client Score
• Scores for each category for the internal team from the most recent survey:
  • Team Happiness
  • Team Confidence
  • Team Collaboration
• Scores for each category for the client team from the most recent survey:
  • Client Happiness
  • Client Confidence
  • Client Collaboration

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.

To see more detailed Pulse data—including trends over time and a breakdown by question—go to the Pulse tab within that specific project.

How Pulse Scores are Calculated

The Pulse score is the average of all the responses, while each category score is the average of the responses for that specific category. Because respondents can skip questions, the Pulse score may not always be equal to the average of the category scores. Skipped questions are not included in the score calculations, which affects the denominators used in the calculations.

This can be illustrated with two examples.

Example 1: Respondents skipped questions

In this example, two users respond to a survey as follows:

Before calculating the scores, answers on a 5-point scale are converted to a 10-point scale in the following way:

Therefore the values used in calculations are as follows:

The Pulse score is the average of all answers, excluding skipped answers:

(10 + 10 + 10 + 7.5 + 2) / 5 = 7.9 

The Confidence score is the average of responses to the Confidence question: 

(10 + 7.5) / 2 = 8.75

The Happiness score is the average of responses to the Happiness question: 

(10) / 1 = 10

The Collaboration score is the average of responses to the Collaboration question: 

(10 + 2) / 2 = 6

(For illustrative purposes only) The average of the category scores is: 

(8.75 + 10 + 6) / 3 = 8.25

This is not the same as the Pulse score (7.9), because one respondent skipped a question.

Example 2: Respondents did not skip questions

In this example, two users respond to a survey as follows:

Before calculating the scores, answers on a 5-point scale are converted to a 10-point scale in the following way:

Therefore the values used in calculations are as follows:

The Pulse score is the average of all answers, excluding skipped answers:

(10 + 10 + 10 + 7.5 + 7.5 + 2) / 6 = 7.8

The Confidence score is the average of responses to the Confidence question:

(10 + 7.5) / 2 = 8.75

The Happiness score is the average of responses to the Happiness question:

(10 + 7.5) / 2 = 8.75

The Collaboration score is the average of responses to the Collaboration question:

(10 + 2) / 2 = 6

(For illustrative purposes only) The average of the category scores is: 

(8.75 + 8.75 + 6) / 3 = 7.8

This turns out to be the same as the Pulse score, since no one skipped any questions.

Interpreting Category 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.