Building your People Intelligence dashboard
Your dashboard is a selection you make: Insights from the GFoundry catalogue, plus charts you composed yourself and pinned. It belongs to you, and adding, filtering or removing a tile changes nothing for anyone else in your organisation.
Your dashboard is yours
Every backoffice user with access to People Intelligence has their own board. The HR director's dashboard and the training manager's dashboard sit on the same catalogue and the same underlying data, but they are different selections, and neither can disturb the other.
This matters more than it sounds. It means you can keep a working board, add an Insight to check something, and remove it again, without a colleague seeing your dashboard rearrange itself mid-meeting.
Adding an Insight from the catalogue
Open Dashboards in the backoffice and choose Add Insight. The catalogue opens.
Browse by category in the left-hand list, or use the search box. The counter next to each category tells you how many Insights it holds for your organisation.
Read the card. The description states what the Insight shows and what it deliberately does not show, and the badge tells you what kind of claim it is making.
Open the card to configure it, choose a segmentation if you want one, and add it.
Each catalogue card shows whether it is already on your dashboard or not on your dashboard, so you never add the same thing twice by accident.
Pinning a chart you built yourself
The catalogue is not the only way to get a tile onto your board. The Data Analyst Agent answers questions in natural language, and when the answer is better shown than told, it draws a chart. You choose the fields, the cut and the segment by how you phrase the question, and you can keep refining until the chart shows what you meant.
Ask the question in the Data Analyst Agent, for example "compliance training completion by department, worst first".
Refine until the chart is right. Follow-up questions keep the context, so "and only for Lisbon?" works.
Pin the chart from the conversation. It is added to your People Intelligence dashboard alongside your Insights.
Charts you do not pin are not kept on any dashboard. Pinning is what promotes one from an answer in a conversation to a tile you will see again.
How a pinned chart behaves differently
Worth knowing before you rely on one in a meeting.
It does not refresh. A pinned chart is a frozen snapshot of the moment you pinned it. A chart pinned in March still shows March's numbers. To bring it up to date, ask the question again and pin the new chart.
It has no badge, no contract and no version. Nobody certified it, so there is no written statement of its population or its limitations, and nothing will warn you if an underlying field changes meaning.
It has no filter chip. The cut was fixed when you asked the question. To change it, ask again.
Title it properly. You know what you asked for. A colleague looking at the tile in six months does not, and neither will you. A title that says what it counts, over which population and for when is the whole documentation that chart will ever have.
The Data Analyst Agent also produces Excel exports, which are files rather than tiles: they contain real employee names, are generated inside your environment, and are removed after the retention window configured for your organisation. They do not go on the dashboard. See the agent's own article for how those are handled.
Adding the same Insight more than once
An Insight that supports segmentation stays selectable after you have added it, so you can add it again for a different team, a different cohort or a different time window. Two cards side by side is the intended way to compare segments.
An Insight with no segmentation at all is blocked once it is on your board, because a second identical card would tell you nothing new.
Filtering a card that is already on your board
Catalogue Insights that support segmentation carry a filter chip. Open it, choose one or several teams, or a set of people, and apply. The card recomputes and keeps the new setting, so your board looks the same the next time you open it.
Applying a filter changes that card in place. If you want to keep the unfiltered view as well, add the Insight a second time instead of re-filtering the one you have.
A reminder from How to read a People Intelligence Insight: Team and People cannot be combined. Each defines the population, and a card has one population.
Refreshing
Cards are served from a cache, which is why the dashboard loads fast even when it holds a dozen Insights. The date on each Insight tells you which snapshot it was built from.
Use Refresh on a card to recompute it against the latest available data. Refreshing does not change the underlying pipeline: if the behavioural pipeline last ran on Saturday, refreshing on Tuesday gives you Saturday's data again, correctly stamped. Refresh is for picking up a source that has moved, not for making data appear earlier than it exists.
Removing a tile
Remove a tile from your board at any time. Nothing is deleted: a catalogue Insight stays in the catalogue and you can add it back with the same or different filters, and no underlying data is affected either way.
Practical advice on what to put on a board
Build the board around a rhythm, not around everything available. A monthly people review needs six to eight tiles that map to the agenda. A board with twenty-five tiles is a board nobody reads.
Pair a Diagnostic card with a Factual one. The Diagnostic tells you where to look, the Factual tells you what is actually there. A fragile team score next to that team's training compliance and exit history is a conversation. The score alone is a label.
Use pinned charts for the questions the catalogue does not answer. That is what they are for. Just re-pin them when the numbers matter, and say out loud in the meeting which tiles are frozen.
Keep one card for the process itself. Review status, potential review coverage and the calibration funnel tell you whether the data feeding everything else is being kept up. A dashboard built on a review cycle that is forty per cent complete should say so on the board, not in someone's memory.
Agree what a tile triggers before you rely on it. An Insight nobody acts on loses credibility faster than one that is occasionally wrong.
Revisit the board when a module changes. Switching on Pulse Surveys, Recognition or Learning unlocks Insights that were not previously offered to you.
If you re-pin the same chart every month, tell us. A chart you depend on is the strongest possible case for turning it into a certified Insight, with a contract and a refresh behind it.