Found in the sidebar, the Insights Tool gives Admin users key data on how ValueHub is used across their organization. This includes:

• An overview dashboard
• Users
• Sessions
• Outputs
• Surveys
• Templates

Use the sidebar to move between pages, or switch views using the bar along the top:

Overview Dashboard

The Overview dashboard summarises activity across your community of ValueHub users. This includes user sign-in activity, outputs by format, the most used benefits, benefit type (custom or pre-built) and top performers.

You can view more detail for the following sections:

Top Performers

See how many sessions each top performer has created, which outputs they use and which business cases they are working on.

Top Benefits Used

View the details of each benefit calculation.

Time Period and Export

Choose the time period you want to view in the top right corner of the screen. This applies to the Overview, Users, Sessions and Outputs dashboards:

To export the data to Excel, use the export option, also in the top right corner:

Users

This page shows how many seats you have allocated and which users have or haven't signed in. You can also see your most active users and how they use ValueHub, including the number of outputs and sessions, their last sign-in and their last usage date:

Click a user's name to view their individual activity:

Sessions

This page shows the business case sessions that have been created, who created them and their key figures (NPV, IRR, Payback, ROI %, Costs and Benefits):

You can filter business case sessions by Customer and User:

Click a business case name to view more detail:

From here you can create a business case document or download session page.

Create a Business Case Document

Choose the format you want to generate (Excel, PowerPoint or Word):

Download Session Page

This opens a summary of the business case, which you can download in JSON format:

Outputs

This page shows the outputs your users have generated, including the business case name, output type, who generated it and when.

Hover over a month on the graph to see a summary of the outputs generated that month:

Surveys

This page shows the surveys sent to customers, how many are submitted or pending, and your top survey owners (the users who have generated the most surveys):

Templates

This page shows which templates are used most and which users are using them: