What is a goal?

Types of goals the dashboard tracks (including but not limited to) — Not every client will track the same things, and not every metric belongs in the dashboard.

• Representation and leadership diversity goals

• Retention and turnover goals

• Hiring pipeline metrics

• Promotion and internal mobility tracking

• Engagement survey scores

• Participation or completion rates for trainings and initiatives

• Career development metrics

Internal Process Guide

1. Goal Alignment

2. Metric Mapping

3. Dashboard Design

4. Data Validation

5. Ongoing Review

Metrics are key!

What we need from you

• HRIS workforce demographic data

  Hiring/ATS data

  Retention or turnover data

  Promotion or mobility data

  Engagement survey results

  Organizational structure or department information

  Leadership level definitions

  Participation or completion records

  We also need clarity on:

• Reporting cadence (monthly, quarterly, annual)

  Data owners/points of contact

  Baseline metrics

  Timeline expectations

Our role is not just to build a dashboard — it’s to help clients determine:

What matters most

What is measurable

What is realistic

What story the data is telling

How the information can support action and accountability