The ability to slice and dice the analysis from EngageRocket is one of the most useful ways to understand where areas of your organisation differ from one another. This is great starting point because at one glance, you will learn where potential problems could arise, where support is needed and where sources of best practices are.

Click Select Unit in the top left-side menu and choose exactly how you want to slice and dice your data. To ensure that this feature performs to it's best ability, you must first make sure that you have set up attributes correctly.

To remove all selection, you can simply scroll to the bottom of the drop-down menu and select "Toggle all". You may also click on each driver to expand into the questions.

The first segmentation by default will be by managers and it is automatically populated by EngageRocket for you. 


At first glance, it may look like a full page of numbers but don't fret! The data is presented in a heat map, and it works just like a weather map! Heat map is a graphical representation of data where the individual values contained in a matrix are represented as colors. 

  • Just like how the "red zones" in a weather map represent areas with bad weather, the red fields in the heat map likewise suggests problem areas within your organisation (aggregate average scores of <2.0). 
  • Yellow fields are early warnings! They need attention as they suggest aggregated averages of 2.0 to 3.0 on a 5-point scale.
  • Light green fields are good indicators, representing areas within your organisation with aggregated averages of >3.0.
  • Dark green fields are excellent! We all hope to see an entire page of dark green someday. You should definitely take a closer look as they are areas within your organisation where sources of best practices can be extracted.

Tip: If you see a vertical red or yellow line, that would suggest an organisation-wide problem for that particular driver!
If you see a horizontal red or yellow line, that would mean the problem is local to that attribute (e.g. particular manager or department). 

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