Summary page

The Summary page provides a comprehensive view of your organisation's team structure and composition. The dashboard displays key metrics about your workforce, including headcount, geographical distribution, team sizes, and role distribution.

Example of what Summary Page looks like.

Filtering Your Organisation's Team Data

The Summary page provides comprehensive filtering capabilities that allow you to analyse specific segments of your organisation with precision. Located in the left sidebar, the "Filter by" section serves as your primary tool for narrowing down organisational’s team data to exactly what you need to examine. As you apply filters, both the dashboard metrics and the corresponding people list dynamically update to reflect your selected criteria.

Understanding the Filter Interface

The filtering system begins with high-level organisational structures and progresses to more specific team and role-based criteria. At the division level, you can choose to include or exclude sub-divisions using the toggle switch, providing flexibility in how you view hierarchical relationships. The Employing Organisation filter allows you to focus on specific business entities within your corporate structure, while Location and Country filters enable geographical analysis of your workforce.

Role-based filtering proves particularly valuable when analysing specific job functions or capabilities within your organisation. For example, selecting "Software Engineer" as shown in the interface will immediately update all metrics to show data specifically for this role.

Team-related filters offer multiple ways to examine group structures. The Team Type filter helps categorise different operational units, while the specific Team filter lets you focus on individual groups. When working with teams, the "Include sub-teams" toggle becomes particularly useful, allowing you to either focus solely on the selected team or include all its subordinate teams in the analysis.

Working with Multiple Filters

Filters work in combination, allowing for highly specific analyses. For instance, you might combine filtering for "Software Engineer" role filter with the "Mobile Apps" team filter to examine specific capability groups within particular teams of your organisation. The dashboard immediately reflects these combinations in all metrics - from headcount numbers to organisational structure statistics.

Managing Your Filter Selection

As you apply filters, they appear as blue interactive chips in their respective fields, making it easy to see your current selection criteria. Each filter can be removed individually by clicking the 'X' on its chip, or you can use the "Clear All" button at the bottom of the filter panel to reset all selections at once. This flexibility makes it easy to iterate through different combinations of filters as you analyse your organisation.

Real-Time Updates

One of the most powerful aspects of the filtering system is its real-time impact on both the dashboard metrics and the people list. For example, when filters are applied, the headcount number instantly adjusts to show the exact number of people matching your criteria. The organisational metrics - such as Layers and Spans - recalculate to reflect the structure of your filtered group, and the geographical distribution updates to show where your selected population is located.

Practical Applications

The filtering system becomes particularly valuable when conducting targeted organisational analyses. Human Resource teams might use role filter to understand the distribution of senior positions across locations. Project managers could combine team and division filters to analyse resource allocation. Leaders looking to understand organisational structure might use the division filters to examine reporting relationships within specific business units.

Filter Persistence

Your selected filters persist as you navigate through different sections of the application, maintaining context as you move between the dashboard view and detailed people lists. This consistency ensures that you're always looking at the same population subset across different views of the data.

Navigation

Filter Panel (Left Sidebar)

Employing Organisation: Filter by organisation units
Location: Filter by office locations
Country: Filter by country
Role: Filter by job roles
Team Type: Filter by different team classifications
Team: Filter by specific teams
- Option to include sub-teams
"Clear All" button to reset all filters

Key Metrics

People Count

Displays the total number of people matching your current filters

Countries

Visual representation of geographical distribution
Shows percentage breakdown by country

Team Size Statistics

MIN: Smallest team size
AVG: Average team size
MAX: Largest team size

Layers

Shows organisational depth
MIN: Minimum layers
AVG: Average layers
MAX: Maximum layers

Spans

Indicates reporting relationships
MIN: Minimum span
AVG: Average span
MAX: Maximum span

Role Distribution

Visual representation using a bubble chart
Top roles by headcount

Historical Data Analysis

The Historical Data feature provides powerful capabilities for analysing how your organisation team's change over time. You can access this functionality through the Historical Data section in the left sidebar, which offers two distinct ways to examine your organisational team data: single date view and comparison mode.

Understanding Single Date View

When you first access the historical data feature, you'll find a simple date entry field labeled "View data on." Here, you can enter any past date to view a snapshot of your organisation as it existed at that time. Simply enter the date in DD/MM/YYYY format or use the date picker to select your desired point in time. The dashboard will refresh to display all metrics - from headcount to organisational structure - as they were on that specific date. If you need to return to the current view, the "Clear" button will reset the date selection.

Exploring Compare Mode

For more detailed analysis, the compare mode offers a comprehensive way to understand organisational changes over time. By toggling on "Compare mode," you'll activate a dual-date selection interface that allows you to choose two distinct points in time for comparison. This powerful feature transforms the dashboard to not only show the metrics at each point in time but also clearly indicate the changes between them.

When using compare mode, the dashboard enhances its display with several helpful indicators. You'll see arrows (↑ or ↓) showing the direction of change, along with both absolute and percentage changes where applicable. For example, a headcount display might show "15,316 ↑ 23 (0.2%)," indicating an increase of 23 people, representing a 0.2% growth. In areas where no change has occurred, you'll see a clear "No change" indicator, helping you quickly identify stable metrics.

Making the Most of Historical Analysis

Historical analysis becomes particularly valuable when examining organisational patterns and trends over time. Consider using consistent time intervals, such as month-over-month or quarter-over-quarter comparisons, to maintain meaningful trend analysis. The system supports analysis of all key metrics, including headcount distribution across countries, organisational layer depths, reporting span ranges, and the number of employing organisations.

This feature proves especially useful when tracking organisational growth, monitoring geographical distribution shifts, or assessing the impact of restructuring initiatives. For instance, you might use it to understand how a recent reorganisation affected reporting structures, or to track progress toward specific organisational goals regarding team sizes or geographical distribution.

Data Considerations

While the historical data feature provides extensive analytical capabilities, it's important to note that data availability may vary based on your organisation's retention policies. The system will clearly indicate if data is not available for your selected dates, and some metrics may show as "Invalid date" if they fall outside the available data range. The current view timestamp, displayed at the top of the dashboard, helps you maintain context about the time period you're examining.

Remember that you can combine historical analysis with any of the dashboard's standard filters, allowing for highly specific comparative analyses across different teams. This flexibility makes the historical data feature a powerful tool for understanding your organisation’s team evolution and planning its future direction.

Tips for Use

Use filters in combination to drill down into specific segments of your organisation.
Hover over charts and metrics for additional details.
Use the "Clear All" option to reset your filters.
For some widgets, use "Show next 20" to view additional results beyond the top 10 initially displayed.

TeamForm Docs