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The Overall Insights Dashboard is aligned with our Leadership Readout process and enables leaders to quickly interpret key trends and make informed decisions that support their teams effectively. More than just a collection of results, this dashboard uses AI-driven analysis to cross-reference data and surface meaningful insights.

Powered by a combination of OpenAI and SQL-based analytics, the dashboard intelligently aggregates and interprets data from:

• Assessments
• Structural Agility
• Pulse Assessments

Access & Permissions

The dashboard is accessible from the left-hand navigation and is controlled via role-based access. A toggle is available for:

• Company Admin
• Business Line Admin
• Team Admin
• Org Leaders

When enabled for a specific role, users will only see insights for the teams, programs, and portfolios they have access to, ensuring relevance and confidentiality.

💡 Hint: Please contact your Customer Success Manager to enable this feature. Only Site Admins can activate the Overall Insights Dashboard.

Navigation

To access the dashboard, go to Gain Insights > Overall Insights.

Note: The navigation within the dashboard uses a slider view located in the upper-right corner. Use the slider to switch between different insights.

Overall Metrics

The Overall Metrics tab provides high-level analytics on team performance and maturity, including average scores and the percentage of teams showing improvements.

Details:

• Time Period: Includes one year of data up to the current quarter. Quarters follow this format:Q1 (Jan–Mar), Q2 (Apr–Jun), Q3 (Jul–Sep), Q4 (Oct–Dec)
• Analysis Scope: Counts teams with at least one active member (aligned with “All Active Teams” in the Enterprise Agility dashboard)
• Assessed Teams: Teams that have completed at least one assessment (not limited to the past year)
• All Active Teams: Teams with at least one active member (not limited to the past year)
• Assessment Count: Number of assessments conducted in the past year, including team member and stakeholder participation (based on total participation vs. total invitations)
• Overall Metrics: Maturity and Performance Growth % (and team count) over the past year, consistent with “Overall Change” in the Enterprise Agility dashboard
• Growth & Decline: Teams showing positive or negative growth in maturity and performance over the past year

AI-Based Insights:

• <Total team count> teams have Structural Agility data available
• <Team count> have completed 2+ assessments and show growth trends
• <Total team member count> individuals participated in TeamHealth assessments
• Over the past year:
  • <Growth maturity team count> out of <Total> teams improved Maturity
  • <Growth performance team count> out of <Total> teams improved Performance

Growing Team Analysis

Analyzes dimension and competency scores for teams with positive growth over the past year.

Details:

• Dimension Score: Average across growing teams
• Competency Score: Top 5 competencies among growing teams

AI Insights:

• Identifies top 2 performance competencies and the 2 maturity competencies driving them
• Summary of how these maturity competencies contributed to growth

Declining Team Analysis

Analyzes dimension and competency scores for teams with negative growth over the past year.

Details:

• Dimension Score: Average across declining teams
• Competency Score: Top 5 competencies among declining teams

AI Insights:

• Identifies top 2 performance competencies and the 2 maturity competencies driving them
• Provides recommendations based on these competencies

External Benchmark Data

Compares your organization’s performance to all teams in AgilityInsights.

Note: Performance score shown here is based on qualitative data only, while Radar Page performance scores include both qualitative and quantitative data

Details:

• Maturity Dimension: Average score from qualitative questions in the TeamHealth Radar
• Benchmark: Latest assessment data from all teams in AgilityInsights

AI Insights:

• Your average of <dimension score> is <percentage difference>% higher/lower than the benchmark average of <benchmark score>

Overall Maturity & Performance

Displays overall maturity and performance metrics.

Details:

• Agility Index: Latest average score of all competencies across selected teams
• Maturity Metrics: Based on qualitative questions only
• Performance Metrics: Based on quantitative responses

AI Insights:

• <% in walk state> of teams are in “Walk” state
• <% in run state> of teams are in “Run” state
• Lowest Maturity Dimensions: <List>
• Lowest Performance Competencies: <List>

Highest/Lowest Maturity Competencies

Shows top and bottom 5 maturity competencies (qualitative only) across selected hierarchy, based on the latest assessment.

AI Insights:

• Executive summary of highest maturity competencies and their impact
• Recommendations based on lowest scoring competencies

Top Predictors of High Performance

Highlights 5 competencies with the strongest impact on performance using impact analysis.

AI Insights:

• Analysis of performance differences between high- and low-maturity teams
• Patterns identified in underperforming teams (e.g., lack of iteration discipline)
• Projected improvement of <maturity score> in maturity and <performance score> in performance by investing in these competencies

Maturity/Performance Correlation with Key Roles

Analyzes impact of strong Product Managers and Scrum Masters:

Details:

• Product Leadership: Based on the 'Product Manager' subdimension score
• Team Facilitator: Based on the 'Scrum Master' subdimension score
• Categorized as: High-scoring: >75, Low-scoring: <50

AI Insights:

• High-performing Product Owners show <performance>% performance and <maturity>% maturity improvement over low scorers
• High-performing Scrum Masters show similar improvement trends

Allocation by Role & Team

Highlights teams that are under- or overallocated by role. Overallocated roles will display in gray, and underallocated roles will display in red. Note that the target team count is set by default as 1 team across all roles.

Details: 

• Allocation per Team: Shows which teams are over/underallocated by role
• Allocation by Role: Total teams supported per role
• Target: Default set to 1 team per role; customizable in future
• Overallocated: Count of individuals supporting more teams than the target

Role Allocation and Impact on Maturity/Performance

Comparative analysis of team maturity and performance based on staffing levels and role gaps, highlighting key insights, business implications, and top recommendations for improving team allocation.

Details:

• Under Allocated vs Fully Staffed Teams - Underallocated teams are teams having at least one role that is currently underallocated (ie., actual allocation < target). Fully staffed teams are teams that have no roles that are overallocated or underallocated. The calculation is as follows: 1. Identify which teams are fully staffed and which teams are underallocated 2. Calculate the average maturity and performance of both categories (fully staffed and under-allocated teams)
• Fully Staffed Team Growth - Calculated as the average Agility Index, Maturity, and Performance Growth % of fully staffed teams (ie., having no roles that are over allocated or under allocated)
• Missing PO/Business Analysts - Calculated as the average Agility Index, Maturity, and Performance of teams having at least one role as 'Product Owner' or 'Business Analyst' and teams having no role as 'Product Owner' or 'Business Analyst'
• Missing Test Engineers - Calculated as the average Agility Index, Maturity, and Performance of teams having at least one role as 'Test Engineers' and teams having no role as 'Test Engineers'
• Business Implications - Calculated by identifying underallocated teams and comparing the difference between teams having the role 'Product Owner' and not having the role 'Product Owner' 

AI Insights: 

• Top 3 non-obvious recommendations from an Agile expert to address staffing and allocation gaps

Team Stability and Team Size

Stability represents how many members left or were added in the last 6 months.

Top 5 Recommendations

Executive summary of the top 5 recommended actions, based on:

• Lowest maturity scores
• Largest role allocation gaps
• Existing growth items

AI Insights:

• Titles and one-line actions from an Agile expert to drive improvement

Radar View

Displays the latest TeamHealth Radar assessment score. [Not limited to the past year]

Not available at N-Tier or Organizational levels.

Growth Journey

Visualizes growth over time for TeamHealth Radar data.

Not available at N-Tier or Organizational levels.

Pulse Insights

The Pulse Insights tab provides a comprehensive view of your team’s performance, focusing on both participation and growth, helping you track engagement and identify development opportunities. 

Provides a detailed view of:

• Team performance and growth
• Engagement tracking
• Portfolios with the highest and lowest participation