Building your People Intelligence dashboard
Your dashboard is a selection you make from the GFoundry Insight catalogue. It belongs to you: adding, filtering, reordering or removing a card changes nothing for anyone else in your organisation.
Before you start
People Intelligence is a page of the GFoundry backoffice. You see the People Intelligence entry in the sidebar when both of these are true:
People Intelligence has been enabled for your organisation.
You are a platform administrator, or you hold the Gi assistant manager permission (the same people who can use the Data Analyst Agent).
If the page opens with People Intelligence is not available for this container yet., it has not been set up for your organisation. Talk to your GFoundry contact.
Your dashboard is yours
Every person with access to People Intelligence has their own dashboard. The HR director's dashboard and the training manager's dashboard use the same catalogue and the same underlying data, but they are different selections, and neither can disturb the other.
This means you can keep a working dashboard, add an Insight to check something, and remove it again, without a colleague seeing your dashboard change.
Adding an Insight from the catalogue
Open People Intelligence from the backoffice sidebar and choose Add Insight. The People Intelligence Catalogue opens.
Browse by category in the left-hand list, or use Search Insights.... The number next to All and next to each category tells you how many Insights are offered to your organisation.
Each card shows an icon for its honesty classification (Factual, Diagnostic, Predictive or Experimental). Hover it to read what that means. Cards already on your dashboard say On your dashboard; the others say Not on your dashboard.
Click a card. You see its category, its classification, its description and, if it has filters, a Segmentation section. Leave a filter empty to cover the whole organisation.
Choose Add to dashboard. The Insight is computed once and appears on your dashboard.
If you see You have not added any Insights yet., your dashboard is empty: use Add Insight to start.
Adding the same Insight more than once
An Insight that has filters stays selectable after you have added it, so you can add it again for a different team, a different set of people or a different period. Two cards side by side is the intended way to compare segments.
An Insight with no filters always covers the whole organisation (the catalogue says This Insight has no filters: it always covers the whole organisation.). Once it is on your dashboard it cannot be selected again, because a second identical card would tell you nothing new.
Filtering a card that is already on your dashboard
Cards whose Insight has filters show a filter button in their header, labelled with the current selection (for example Whole organisation). Click it, choose one or several teams, or a set of people, and apply. The card is recomputed and keeps the new setting, so your dashboard 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.
Team(s) and Set of people cannot be combined on one card: each defines the population, and a card has one population. See How to read a People Intelligence Insight for every filter.
Reordering
Drag a card by its Reorder handle to move it. With the keyboard, focus the handle and use the arrow keys. The new order is saved for your dashboard.
Refreshing
Cards are served from a cache, which is why the dashboard loads fast even when it holds many Insights. The data from date on each card tells you which snapshot it was built from; when that date is more than a day old, the number of days is added next to it.
Use Refresh Insight on a card to recompute it against the latest available data. Refreshing does not make the data pipelines run: if the weekly behavioural data was last updated on Saturday, refreshing on Tuesday gives you Saturday's data again, correctly dated. Refresh picks up a source that has moved; it does not make data appear earlier than it exists.
A card is shown in your organisation's default language (Portuguese or English; any other language shows English). A card keeps the language it was computed in, so if its text does not match the rest of the page, refresh it.
Removing a card
Use Remove Insight and confirm. The card leaves your dashboard; the Insight stays in the catalogue and you can add it back with the same or different filters. No underlying data is affected.
Charts from the Data Analyst Agent
Charts you pin in the Data Analyst Agent are kept in that agent's own Pinned charts list. They are not added to your People Intelligence dashboard.
If your dashboard shows a card labelled Insight saved from chat, it is a frozen snapshot of a chart from a conversation: it cannot be refreshed or filtered, and it carries no data date. To bring it up to date, ask the question again in the Data Analyst Agent.
Practical advice on what to put on a dashboard
Build the dashboard around a rhythm, not around everything available. A monthly people review needs a handful of cards that map to the agenda. A dashboard with twenty-five cards is a dashboard nobody reads.
Pair a Diagnostic Insight 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 exits is a conversation. The score alone is a label.
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.
Agree what a card triggers before you rely on it. An Insight nobody acts on loses credibility faster than one that is occasionally wrong.
Revisit the dashboard when your data changes. Some Insights are offered only when your data carries what they need, for example a potential review or an open review cycle. See The People Intelligence Insight catalogue.
If there is a question the catalogue does not answer, tell us. A chart you keep asking the Data Analyst Agent for every month is a strong case for a new Insight in the catalogue.
