What is a Review Summary Dashboard?

Category: Performance

Profit. co provides a magnified look at the performance review process named Performance Review. All the feedback provided by the managers and peers can be viewed in the dashboard.

Note: Only Superusers can configure the dashboard in the settings.

Why this feature?

  • The Review Summary Dashboard consolidates feedback from various sources, offering a clear, real-time view of performance, satisfaction, and areas for improvement.
  • It enables informed decision-making by summarizing key metrics, trends, and insights, helping managers take timely action based on review data.

Step 1

Navigate to Settings → Performance → Review Templates from the left navigation panel.  Click on the Edit icon of the Review Template where you want to enable the Review Summary Dashboard.

Under the Basic Details category enable the toggle for the option Review Summary Builder and click Customize.

Step 2

Now the dashboard has the following components to configure with many components.

  • Affinity chart
  • Feedback from Manager
  • Feedback from Peers

Select the components in the review summary builder that should be shared with the employee through a review summary dashboard.

After adding the components and on the Inspector tab make the required changes. 

Once done, click on Save.

Note: Initiate a new performance review with modified templates. Once you complete the review based on the components of the review builder, the review dashboard will display the affinity chart.

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