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Insights: Best Practices

Insights: Best Practices

How to make the most of Insights in Sana Manage

Emma Abrahamsson avatar
Written by Emma Abrahamsson
Updated over 3 weeks ago

This article will delve into how Insights can enhance training efficiency by providing real-time tracking and actionable data on training progress and quality.

For more of an introduction to these features, head over to the Help Centre articles on Insights and our Insights Metrics Guide.

When should I use Insights?

When to use Insights

  • Empower your managers: Build and share custom dashboards that let managers own their team's learning journey. They'll have the data they need to make smarter decisions.

  • Create focused dashboards: Build specific dashboards for different needs instead of cramming everything into one view. Whether it's compliance training or leadership development, keep each dashboard focused and clear.

  • Access data at every level: Dive into both high-level metrics and detailed individual responses. Want to see average feedback scores? Or find a specific reflection response? You’ll find it in Insights.

When to use a different approach

  • One dashboard doesn't fit all: Building a dashboard with too many competing metrics can make it hard to understand. Break complex tracking needs into focused, purpose-built dashboards.

  • Avoid double work: If you have another centralized analytics tool, you can enrich that data by integrating Sana completion records via our API. Read more about it here.

  • Need presentation exports? Whenever possible, share the dashboard directly in Sana, however, if you need presentation-ready exports, you can consider connecting via our API as well.

Best practices

  • Start with templates: Jump-start your setup using Sana's template dashboards. They'll help you build comprehensive analytics faster.

  • Let AI help: Not sure what metrics you need? Ask AI (in the bar at the top of the dashboard) to create the right widget for your question.

  • Make it visual: While tables work well, graphs and diagrams often tell the story better. Mix up your formats to keep dashboards engaging and easy to understand.

  • Add titles: Ask yourself which question a widget answers and use that as a custom widget title to make the data easier for anyone to digest.

  • Set smart filters: Add permanent filters at the widget level, not just dashboard-wide, for more precise data control and visualization.

  • Share freely: Ask managers and L&D teams what they want to track, then create and share targeted dashboards. No more answering "Has my team finished this?" - they'll have the data at their fingertips.

Strengths

Use cases from our partners have highlighted the following strengths:

Customizable, shareable dashboards: Insights allows admins to access real-time data effortlessly, ensuring alignment across teams and enabling targeted interventions.

Gap identification & targeted support: By analyzing engagement data, teams can pinpoint knowledge gaps and provide additional support in critical areas, reducing time-to-value and improving readiness.

Performance-driven training: By linking training completion to key performance metrics, you can directly measure improvements, such as increased accuracy or faster implementation timelines.

Use cases

Foodora transformed its operational efficiency using Insights to track completion rates across their workforce
By sharing customized dashboards with managers, they've created a direct link between training and performance improvements, notably seeing picker accuracy rise to all-time highs after targeted training programs.

Read more about it in Foodora's case study here.

Superside leverages Insights to monitor their ambitious AI training rollout, tracking progress across 200+ designers through easily shareable dashboards.
Their L&D team uses Insights' one-click sharing feature to provide executives with real-time progress data. They also track self-enrollment in weekly coaching sessions and measure effectiveness through post-training evaluations.

Read more about it in Superside's case study here.

Spryker uses Insights to track implementation team readiness, connecting training completion to their critical time-to-value (TTV) metric.
Their success teams analyze reflection card data from live sessions to identify knowledge gaps, while sales leaders use Insights dashboards to pinpoint where teams need additional support with specific technical questions. This approach has significantly reduced implementation timelines by ensuring partners master crucial skills like data management and Zed development.

Read more about it in Spryker's case study here.

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