Use this filter to choose the Quarterly or Annual Discussion type.

The Manager dropdown displays different information for users depending on their permissions level.

• Admins and Owners can select all to view data from all managers in your account or select an individual manager from the dropdown.
• Managers cannot adjust this dropdown.
• Team members and Observers cannot view the 1-on-1 page in Insights.

The options shown in the date range filter include:

• Previous Quarter
• Current Quarter
• YTD (year to date)
• Custom (requires you to select a start and end date in the calendar filter)

The insights displayed will correspond to the selected time period, specifically from the beginning of the quarter to the end of that quarter (not the current month).

Please note that if you conducted a quarterly conversation this month for the previous quarter, it will be counted within that review period, not based on when it was completed.

The Discussion Rate card displays the status of your Discussions. You can see how many are completed and how many have been created but have yet to be completed.

Click the diagonal arrows to expand this card and view the details of each team members Quarterly Discussion, including:

• Each team member's name
• The date range covered 
• The title of the Discussion
• The current status of the Discussion

Use the caret (>) to see one of the following statuses for the manager or team member's form:

• Not started
• Started
• Form completed

📖 Learn more about Quarterly Discussions here.

The Core Value Rating card displays the average reported score of your assessment and the team member's judgment on how well they exhibit your organization's Core Values on a 1-5 scale.

Click the diagonal to drill further into the data and view:

• Each team member's name
• The date range covered
• The Core Values being assessed
• The team member's score (as an average between their score and their leader's)

Click the caret (>) to view the individual responses from the team member and their team leader.

📖 Learn more about our thoughts on establishing Core Values here.

The LAC Assessment card separately displays your reported score(s) and your team member's scores on your leadership and coaching abilities. 

The Self-assessment score shows the average score the leader has reported for themself during each Discussion. While the Team score displays an average of each team members reported score. We calculate this percentage by first assigning 5 points to “yes” responses, 3 points to “maybe” responses, and 1 point to “no” responses.

Click on the diagonal arrows to drill further into the data and view:

• Each team member's name
• The date range covered
• The commitments covered
• Each response

Toggle between Leadership and Coaching commitments on the LAC Assessment card to view the corresponding data.

Click the caret (>) to view the individual responses from the team member and their team leader.

📖 Learn more about our leadership philosophy, Lead, Agree, Coach here.

During Quarterly and Annual Discussions, team leaders and their direct reports rank the team member on how well they have the competency, commitment, and capacity (CCC) for each role of their Seat. The CCC rating card displays the average of how well a leader's team has the CCC for each role in each Seat on the team.

Click on the diagonal arrows to drill further into the data and view:

• Each team member's name
• The date range covered
• The evaluation titles (competency, commitment, and capacity)
• Each response

Click the caret (>) to view the team leader's responses regarding the team member's proficiency in each of their roles and responsibilities.

📖 Learn more about Competency, Commitment, and Capacity here or from this video.