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Maximize Team Performance with the "See Team Insights" Feature

Explore the "See Team Insights" feature for enhanced team performance evaluation.

Written by Denzel
Updated over a month ago

The “See Team Insights” feature helps managers and admins analyze team performance by providing a consolidated view of review ratings. This tool is available in the Reviews module and can be accessed from both the My Team and All Reviews tabs.

How It Works

This feature allows managers and admins to select reviewers within an active review cycle and compare their teams’ ratings side by side. It provides a clear, consolidated view of each reviewer’s average ratings, helping improve visibility, transparency, and accountability throughout the review process.

To ensure that the team insights will be visible, when configuring your review template in the Admin Center, under the Review result section, the Overall rating summary must be enabled:

Accessing the review team insights

To use this feature:

  1. Go to the Reviews module.

  2. Select either the My Team or All Reviews tab.

  3. Choose an active review cycle to view more details.

On the right-hand side of the page, you'll find the "See team insights" button. Clicking this button will display insights for reviews that are "finalized."

Review Insight Options

Upon clicking "See team insights," a pop-up will appear, showing a list of reviewers in the current cycle. You can select a reviewer directly or use the search bar to find a specific person. Then, click "View team insights" to proceed to the Review Insights page for the selected cycle.

Note: If the "View team insights" button is greyed out, it indicates that there are insufficient finalized reviews to generate insights.

Review Insights Page Features

  1. AI Summary: The top of the page includes an option to generate an AI-driven summary of review insights to see a quick summary of the selected reviewer's team's performance in the cycle.

  2. Ratings

  3. 9-Box Evaluations

  4. Custom Criteria

Beneficial Use Cases

Use Case 1: Performance Benchmarking Across Teams

HR and managers can compare performance trends across departments to identify high performers and teams needing additional support. This helps organizations target improvements and maintain consistent performance standards.

Use Case 2: Targeted Development & Training

By highlighting common skill gaps, the feature enables HR to design focused training programs while managers create personalized development plans. This ensures employees get the right support to grow in their roles.

Use Case 3: Succession Planning & Leadership Identification

Leaders can spot potential future managers by reviewing clear performance insights and trends for succession planning. This supports long-term talent planning and prepares high-potential employees for upcoming leadership opportunities.

Use Case 4: Strategic & Fair Decision-Making

Insights help HR evaluate the fairness of review processes, refine evaluation methods, and guide decisions related to promotions, compensation, and workforce planning. This fosters transparency, accountability, and a healthier organizational culture.

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