Workforce Insights | Dashboards, datasets and recipes

Data used in the Workforce Insights dashboards comes from datasets. A dataset is created by a recipe, which can combine and transform data from multiple sources, such as Sage People objects in the org, or other datasets. Recipes can also augment the data with additional fields, and perform functions on fields to create new data points. Dashboards can use one or more datasets. The security predicate used in the team lead dashboards is also applied to the data in recipes.

In many cases in Workforce Insights dashboards, the datasets driving the C suite dashboards are used as starting points for the datasets driving the team lead dashboards.

Workforce Insights dashboards do not show real time live data from your org, but the dataset data. When you set up Workforce Insights, you can set up a schedule for the data to be refreshed.

With the CRM Analytics Growth or CRM Analytics Plus license you can access the CRM Analytics Studio and Data Manager and view the recipes and datasets supporting the dashboards.

To view recipes and datasets:

1. Go to the App Launcher.

2. Select Data Manager.

3. Select Recipes from the sidebar.

4. Select a recipe.

5. Select the dataset node to view the columns in the dataset.