Reviewing Proactive Insights in KPI Dashboards

Proactive Insights provides an automated descriptive analysis of each KPI chart to save you valuable time by summarizing important information and calculating trends and averages. All insights are generated by having the data presented in each KPI chart run through bob’s proprietary Insights Engine, giving you interesting observations that might otherwise be overlooked whether you’re just dipping your toes into people analytics or a data-savvy people leader.


Note: the Proactive Insights are in beta and we'd love your feedback! Look out for our popup message and enter your thoughts. Our Product Manager reads each and every entry.


How does bob’s Insights Engine work?

bob’s Insights Engine looks at all of the data from every possible angle and checks if any of the insights meet the significance threshold of an insight. If it is met or exceeded, the insight is generated and presented to the user.


There are three different types of insights that can be generated:

  • At a glance - The main takeaway from the chart as a whole

  • Spotlight - A deeper dive into a subsection of the data, either a date range or a group

  • Outliers - Values that are significantly different than expected

How to use bob’s Proactive Insights

The Proactive Insights are dynamic, meaning that they are generated and presented based on the current data viewed within a KPI chart. Therefore, the insight presented will change when you change the chart, for instance when:

  • Changing the Date range

  • Changing the Group by value

  • Activating or deactivating the Over time toggle


Note: bob’s Proactive Insights are responsive to people’s permissions and will only be presented based on data they can access in bob.