This article will cover:

  1. What is segmentation?
  2. Comparing segments in the heatmap view
  3. Customising the score options
  4.  Comparing participation rates for segments on the heatmap
  5. Switching between the engagement average and NPS
  6. Comparing segments to company score
  7. Exporting segment data
  8. Viewing segments in cards view

1. What is segmentation?

The ability to slice and dice the analysis from Peakon gives you an incredibly detailed illustration of how, and why, areas of your organisation differ from one another. 

It's a great way of comparing the engagement of your departments, offices or manager teams, as an example. This can be done on a company level, as well as on a manager level when looking at the results for their own teams.

Click Segments in the left-side menu of your dashboard and the first segments you will see are your highlights. These are automatically selected by Peakon and represent the areas of your business with the biggest engagement challenges or successes. 

It is possible view segments in a heatmap or through the cards view.

2. Comparing segments in the heatmap view

Everything on the heatmap is interactive. Whenever something requires a closer look, simply click on the score to see the feedback related to this driver, from that specific segment.

It’s easy to segment data in your own way:

  1. Click the green segment selector button 
  2. Choose the attributes or segments you wish to see by clicking Select all

It is also possible to mix and match attributes (for example selecting only some departments and some managers at the same time), by navigating back and forth within the segment selector using the arrows.

3. Customising the score options

Another feature of the heatmap is the option to compare scores to:

  • Difference to benchmark 
  • Difference to previous rounds 
  • Difference to first round 
  • Attrition risk (where enabled on Premier plans)

These comparison option allow you to view the data in comparison to the previous round, first round, or to to the benchmark. The scores will be shown as the difference with shade of green denoting a positive difference while red being a negative difference. 

The attrition risk will show the risk on segments in comparison to the company average.

4. Comparing participation rates for segments on the heatmap

It's possible to show the Participation rate for segments on the heatmap by selecting the participation toggle. This allows managers to easily view the participation rates of any segment such as a team, department, location, or even the participation rates of kiosk users over employees answering the survey via email.

5. Switching between the engagement average and NPS

There's also the option to switch between the Average engagement score and the eNPS score, which allows managers to easily switch between the two measurements according to their preference. 

6. Comparing segments to company score

The overall score allows you to include the overall dashboard score in the heatmap. This makes it possible to compare the segment scores to the overall score of the context you're viewing.

In the example below, Marguerite is viewing her team dashboard (this is the context which you can see in the left menu) where her overall engagement score is 7.8. 

Using the Overall Score toggle will add the dashboard score to the heatmap, which allows you to compare subsegment scores to the overall dashboard score. 

7. Exporting segment data

It is possible to export your heatmap view in an Excel format, which is ideal if you are looking for a numeric breakdown of all your scores. To do this, simply click the Export button on the top right corner of your screen.

8. Viewing segments in the cards view

For a more visual view of your segment comparisons, switch to the Cards view. Within the cards view it is also possible to select the segments you wish to see, and also add the participation rate to the view.

The Export option remains the same in both views, and will provide you with an Excel table of your segment results. 

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