Analytics

The Analytics module is your one-stop view of how the whole company is doing. Unlike module-specific dashboards (e.g. the Performance dashboard, the Engagement dashboard), Analytics is the cross-module composition layer — it pulls signals from People, Recruiting, Performance, Compensation, Time & Leave, Engagement, and Career into a single narrative.

Pages

The tab strip carries six tabs: Overview, People, Performance, Recruiting, Surveys, Builder. The deeper dives keep their own pages and open from inside those tabs: DEI, Retention, Succession, and Pay Equity from the "More people analytics" cards on the People tab, and Insights Hub from the "View all insights" link on the Overview.

Analytics Home (/analytics)

Your daily landing page. Three rows:

• Your saved reports — cards for reports you've built or pinned, each showing the headline value, directional delta, and a 12-point sparkline.
• Featured insights this week — top 3 insights ranked by severity. Click any card for evidence + recommendations, or "View all insights" to open the Insights Hub.
• Modules at a glance — 7 module cards (People, Recruiting, Performance, Compensation, Time & Leave, Engagement, Career), each with 3 KPIs and a deep-link to the module's analytics page.

Known limitation: the "Set as Home" action in Report Builder doesn't do anything yet — it's not wired up. There's currently no way to change your Analytics Home view.

Insights Hub (/analytics/insights)

Reached from the "View all insights" link on Analytics Home. Triage view for cross-module alerts. Severity tabs (All / Critical / High / Medium / Low) with count badges, search across title/description/module, and per-card actions: Details (opens the evidence + recommendations modal) and Acknowledge (marks the insight as resolved).

Insights have two flavors:

• AI (✦ badge with confidence score) — generated by Sparko's models with confidence 70-96%
• Rule (no badge) — deterministic threshold queries (e.g. "PTO accrual >25 days")

Performance Analytics (/analytics/performance)

Cross-module performance signals: OKR Health funnel (on-track / at-risk / off-track / completed), calibration band distribution, department × performance-band matrix, and the at-risk employees rail.

People Analytics (/people/analytics)

Headcount metrics: department breakdown, headcount-by-leadership (CEO excluded), tenure buckets, locations, 12-month headcount trend, and a movement summary (hires / promotes / transfers / exits).

Recruiting Analytics (/recruiting/analytics)

Hiring funnel (applicants → phone screen → interview → offer → hired), hiring-plan progress per department, open requisitions table with days-open and stage, source-mix bars.

DEI Analytics (/analytics/dei)

Reached from the "More people analytics" cards on People Analytics. Diversity, equity, and inclusion. Gender donut, ethnicity donut (gated by analytics.dei.view_pii), leadership representation by level, department × gender stacked bars, hire/promote/exit funnel by gender, pay-gap summary table. Cohort-row counts below 5 employees are suppressed under a k-anonymity floor.

Pay Equity (/analytics/pay-equity)

Reached from the "More people analytics" cards on People Analytics, or from the Compensation Hub. Controlled and uncontrolled pay-gap analysis across cohorts (band × department), plus outlier employees whose base salary is >15% off their cohort median.

Retention (/analytics/turnover)

Reached from the "More people analytics" cards on People Analytics. Tenure-cohort retention (0–6m / 6m–1y / 1–2y / 2–4y / 4y+), 12-month attrition trend line, department × month heatmap, exit reasons breakdown, and a "High flight risk" rail with scores sourced from the Engagement module.

Succession (/analytics/succession)

Reached from the "More people analytics" cards on People Analytics. Succession bench view sourced from the Career module's intelligence data.

Survey Trends (/analytics/surveys)

Cross-survey participation and status board: counts by status, participation-over-time bars, and eNPS per survey. Rows link to each survey's full results in Engagement (Engagement > Surveys > View results). Survey creation and per-survey results live in the Engagement module.

Report Builder (/analytics/builder)

Build custom reports or start from a template. 3-pane workspace:

• Library rail (left) — Reference reports (7 Analytics pages as one-click composites), Templates (16 atomic charts by module), My reports (your saved ones), Recent.
• Center canvas — Editable report name, action row (Set as Home / Save / Share / Schedule / Export / Run), tab strip (Data / Filters / Visualization / Preview), and the live chart preview.
• Right rail — Chart-type picker (Bar / Line / Pie / Donut / Distribution / Heatmap / Table — distribution + heatmap arrive in a follow-up release), data source dropdown, X-axis and Y-axis field slots, and the available-fields list.

Click a field to assign it to X or Y axis. Click Run to execute the query against the live database and render the result.

Known Limitations

• Export formats: CSV and PDF work today. Excel and PNG export options currently return an error — don't rely on them yet.
• Date-range/period selectors on the pre-built analytics pages (Analytics Home, Turnover, People, Performance) are largely cosmetic right now — changing the period doesn't refetch the data behind most tiles. The Performance Analytics cohort tab's own period selector is the one exception that does filter live.
• Turnover and Performance Analytics stat tiles: a few individual tiles on these two pages (e.g. specific attrition and OKR-progress percentages) are still showing placeholder figures rather than your company's live numbers — everything else on the page is live. This is being fixed.
• AI insight generation runs on a weekly cadence (not daily) and currently covers Performance, People, and Engagement — not every module yet.
• POST /analytics/custom-report currently errors on every call (a missing internal service) — don't rely on this endpoint yet.
• Scheduled report delivery via Slack or a shareable link silently falls back to in-app delivery only — if you pick Slack as the delivery method in Schedule Report, no Slack message is actually sent.
• There's no digest or push notification for new AI insights — you have to visit Insights Hub yourself to see what's new.

Permissions

Action	Permission
See the Analytics nav entry	analytics.module.view (HR Admin / IT Admin / Manager / Super Admin)
View DEI Analytics page	analytics.dei.view (HR Admin / IT Admin)
See ethnicity + pay-gap inside DEI	analytics.dei.view_pii (HR Admin only)
Build / edit custom reports	analytics.reports.create (HR Admin / IT Admin)
Schedule recurring delivery	analytics.reports.schedule (HR Admin / IT Admin)
Share saved reports	analytics.reports.share (HR Admin / IT Admin)
Acknowledge insights	performance.insights.acknowledge (HR Admin / Manager)

Employees do not see the Analytics nav entry at all. Analytics is the whole-company view by design: managers with the analytics permission see company-wide aggregates, not a subtree slice. People Analytics is open to HR and managers alike; the deeper breakdowns (DEI, Retention, Pay Equity) additionally require company-wide permissions and show restricted or empty states without them.

Tier availability

See docs/FEATURES_AND_PRICING.md § "6. Reporting & Analytics Module" for the per-tier feature matrix.

Related

• AI features deep-dive: docs/help-center/ai-features/insights-hub.md
• For module owners building new pages that consume Analytics endpoints, see .claude/docs/development/backend-patterns.md § "Scope Helper Trio" — specifically the assert_tenant_scoped walker for any user-config-driven queries.