Dashboard for Clients to Track Assessment Usage

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• 26 Jan, '24
  Alison Grizzle Merged

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  Yes to clients being able to get better data... And, yes to consultants being able to get better data.

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• 20 Jan, '23
  Sarah Tyreman Merged

  It would be great if clients could more easily access their usage stats via the Software - we get regular requests for an update on how many assessments each user has sent out on a monthly basis. The CSV file doesn't give them this information quickly without them having to sort and calculate the data - and this isn't always easy to do as the date field doesn't always download in the same format. It's also quite time consuming for larger clients. They would like something quick and easy to use - more of an at a glance summary.

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• 07 Feb, '23
  Hero Frenzel Merged

  We've had clients request this as well. Consultants can pull data from Force BC and Domo, but our client account owners would like to be able to self serve.

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• 15 Feb, '23
  Alina Kish

  It was very useful to see people and jobs status in dashboard. If you do not remember a person's name you have no way of find them...

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• 24 Feb, '23
  Pernille Flensted-Jensen

  We are frequently asked by clients how many assessment they have used in a given period and which users used what. It would be great if they could track that themselves.

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• 21 Apr, '23
  Ronda Robinson Merged

  Add more analytics for the Account Owner and Admin to view in the client dashboards such as:
  - % of BA/ CA sent versus completed
  - ranking of top users
  - % of module use
  
  While we can access some of this in DOMO, we can empower our champions to keep a pulse on usage and help substantiate the ROE (return on expectations) of their investment.
  
  PI promotes making decisions based on data, not opinions, so lets arm them with more data than potential competitors can and amplify our role as business partners.

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• 02 Aug, '23
  Vinaya Bansal

  This feature should also be able to track and count multiple assessments being done for the same person.

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• 13 Sep, '23
  Clayton Ramsey

  This is important for our large and enterprise clients with multiple business segments to be able to allocate budget/spending. It would also be nice to include tool usage -- similar to the DOMO dashboards -- as assessment use doesn't always tell the whole story.

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• 07 Feb, '24
  Diana S on behalf of Charisse A

  Feedback from CSM/Client Conversation:
  
  Client would like to run some PI reports to gather metrics around number of assessments sent to candidates, number of assessments taken, etc.
  Client is looking to track metrics and build out ratios (how many assessments were sent, how many took the assessment, how many fit the profile, how many did we interview etc). Client wants to track this data weekly and summarize in excel form.

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• 11 Mar, '24
  Rhonda Merged

  I think this is very much like another entry (https://hiremodule.featureupvote.com/suggestions/355098/dashboard-for-clients-to-track-assessment-usage) maybe combine to increase importance of the request.

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• 14 May, '24
  Sarah Wright

  In addition to this information, our clients would like to see last login date and last training date for each user

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• 01 Aug, '24
  Hero Frenzel

  We have multiple clients with admins who would like to track:
  Last login date by user
  Summary of tool usage (ie: 20 relationship guides run, etc.) by date
  Summary of active users
  # of Completed Job Targets vs. Jobs without a a target
  # of assessments run, by assessment type and by date period

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• 01 Oct, '24
  kathleen teehan

  As client usage will be increasingly monitored in PI2, giving clients access to this data is critical.

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• 11 Oct, '24
  Alex Tompkins System

  "Client Usage Statistics" (suggested by <Hidden> on 2023-01-20), including upvotes (7) and comments (3), was merged into this suggestion.

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• 05 Mar, '25
  Alex Tompkins Admin Merged

  Hi Ronda - We are merging this suggestion with another around dashboard reporting. When we get to prioritizing a reporting initiative, we need to be able to see these suggestions/comments together to get a collective picture of the feedback.

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• 05 Mar, '25
  Alex Tompkins System

  "Customer Analytics" (suggested by <Hidden> on 2023-04-21), including upvotes (11) and comments (1), was merged into this suggestion.

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• 28 Jul, '25
  Sarah Wright

  We've had more feedback from clients on the type of usage stats that they would like to access themselves - generally, they would like a dashboard whereby they can choose to review usage by Assessment/Report/Feature, and they would like to be able to specify the date criteria to review usage over a time period of their choice - yearly, monthly, quarterly etc.
  
  Their more specific request relates to the Job Targets and managing their candidates - they want an easy way to review who has applied most recently, how many applications they are getting for a specific job over a specific time period (of their choosing from filters) but they would also like an easy way to review their candidates for a number of different jobs more easily - for a large client who may be managing a large number of open roles at any one time, it is really cumbersome to have to download the csv of candidates per job, and then sort by date -not as easy as it should be with the formatting of the date field in the csv

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