Workforce Insights is a new solution to provide line managers and the C suite with standard dashboards and reports of employee data for their teams so they can make informed decisions. The Workforce Insights dashboards derive data from datasets built using the data from the different objects in the org. The data in the dashboards can be regularly refreshed. Managers can interact with the dashboards by applying global filters, saving their filtered views, sorting data, performing average calculations on data, and sending notifications on threshold values, such as "when the headcount in Australia reaches the value N", and download the dashboards as images.
The beta release includes standard dashboards for 2 groups of users:
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For the C Suite, drawing on data from the entire organization:
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Headcount dashboards: Headcount, Tenure, and Organization Design
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For line managers with direct reports, drawing on data from the organization chart levels below the manager:
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Headcount dashboards: Headcount and Tenure
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Time Off dashboards
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Performance dashboards: Performance reviews and Objectives
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Future releases will add other dashboards.
Workforce Insights is delivered through Salesforce CRM Analytics. All functionality in the beta release is available to use with the free CRM Analytics license. For this reason, the beta release dashboards cannot be modified, such as to include other fields, or to add or remove cards or charts.