Overview

Your company's success depends on knowing what genuinely drives engagement and performance for your people. But what motivates someone in Sales in London might be very different from someone in Engineering in Sydney.

This article explains how impact automatically recalculates based on any demographic filters you apply in survey results, allowing you to focus on what matters most to any specific team, location, or demographic group you select.

Why This is Powerful for You:

Targeted Action: Stop guessing. See the precise issues your Finance team or remote employees need to address to improve their work experience.
Highly Relevant Recommendations: The platform's suggested focus areas automatically update to reflect the specific needs of the group you are viewing.
Empowered Leaders: Give your managers and leaders reports that are immediately relevant and actionable for their teams, leading to more ownership and better outcomes.

How to See Impact for Any Team

The core of this feature is Impact Analysis (also known as driver analysis). This is a statistical technique used to identify which survey questions have the greatest potential to influence overall engagement or another key outcome.

Step-by-Step Instructions

To view the specific drivers of engagement for any group:

Go to your Survey Report: Navigate to the Insight or Questions pages of your survey results.
Apply Your Filter: Use the filter panel to select the specific group you want to analyze.
- Examples: Filter by Location (e.g., "United States"), Department (e.g., "Marketing"), or any combination of demographics.
View the Dynamic Impact: As soon as you apply the filter, the Impact calculation and the corresponding Focus Recommendations will instantly refresh to reflect only the data for the group you've selected.
- Identify High Impact: Look for questions with the highest impact rating. These are the areas where action will have the biggest payoff for that specific group.

Real-World Example: Tailoring Your Strategy

Imagine you are looking at your organization’s overall results and see that "Recognition" is the highest-impact area company-wide.

You filter the report by Country and select "United States."
The report recalculates and now shows that for the U.S. team, "Career Opportunities" is the highest-impact driver, not "Recognition."
Based on this unique insight, you can advise U.S. leaders to focus their action planning on career development, while other global teams might focus on recognition.

Sharing Insights with Managers and Leaders

Making survey results relevant to managers is key to driving action. This dynamic impact feature makes it easier and safer to share reports.

Sharing Targeted Reports

What Leaders See: When you share a report with a leader, the results they see (including Impact and Focus Recommendations) are automatically be tailored to their specific area of responsibility (e.g., their department or team).
Empowering Leaders: This means a leader in Finance can immediately see the three most critical issues driving engagement for their team without needing an HR administrator to manually figure it out.
How to Share: Use the Share Reports option (often found in the top right corner of the admin report). HR Admins can choose to enable or disable filtering functionality within these shared reports, depending on your company's policy. See our Guide to Report Sharing.

Getting the Most Value Out of Dynamic Impact

Best Practices for Action

Start Broad, Then Refine: We generally recommend setting overall company actions based on the highest organizational-level impact.
Advise Localized Action: Advise managers and local leaders to then look at their group’s unique impact drivers and select 1-2 specific actions that stand out for them, ensuring they are aligned with the broader organizational strategy.
Keep Group Sizes in Mind: The system provides the most accurate and unique Impact Analysis when the filtered group contains 25 or more responses. This ensures the statistical analysis is reliable and respects employee confidentiality.

Data Privacy and Security

Group Size Threshold: If you apply filters that result in a group with fewer than 25 responses, the Impact Analysis will automatically revert to showing the overall Company-level analysis. A clear notification will appear when this happens.
Controlling Granularity: If your organization is not ready to share highly detailed results with managers, you can still disable demographic filters when sharing reports. This will ensure they only see the Impact Analysis for the report's default audience (e.g., their entire department, without being able to filter by gender, age, etc.).

Keep Employees Informed with a Survey Summary

Action starts with transparency. Use the Survey Summary Report to close the feedback loop with employees.

What it is: A simple, easily digestible report for all employees showing the survey's top and bottom results, alongside a message from your company.
Why it works: Our research shows that companies that broadly share results often see an increase in participation for the next survey and improved scores on questions related to action-taking.
How to use it: HR Admins can set up the Survey Summary report to be automatically sent to all employees after the survey closes.

Troubleshooting/FAQs

Question	Answer
Why don’t I see dynamic impact for some older surveys?	Dynamic impact wasn’t available before 2023. Past focuses are still valid — the underlying analysis hasn’t changed however previously, we only showed focus at the organizational level. Older survey results won’t recalculate with the new method.
How granular should I go when looking at results?	It depends on your organization. Comparing groups can be useful, but not everyone takes action at that level. If needed, focus on groups with the biggest score differences or those that may be higher risk.
What happens if my filtered group has fewer than 25 responses?	You’ll be able to keep drilling down however the Driver Analysis will revert to Overall Company level. There is a clear notification to let you know once you reach that point. You can get around this by making your group size bigger than 25.
We’re not ready to give managers this level of detail, what should we do?	You can disable demographic filters when sharing reports. This keeps driver analysis at the default report level and avoids exposing more detailed insights.