Metric calculations

The tables below summarize how indexes and other important metrics used in the dashboard reports are calculated.

For several indexes, you can define the company goal or goals used, and you can adjust the default parameter weighting. For details, see "Managing dashboard settings".

There are no indexes for any of the Feedback reports. The metrics used are explained in "Using feedback reports".

Meeting reports

Report	Metric	Calculation	Adjustable values
Attendance	Attendance Index	(100 / company average percentage of working hours spent in meetings) * user percentage of working hours spent in meetings	None
Absence	Absence Index	100 * (100 – absence percentage) / (100 – company goal for % absence)	Company goal: % Absence
Preparation	Preparation Index	(average agenda topics per hour / company goal for agenda topics per hour) * weighting + (percentage of agendas prepared / company goal for percentage of agendas prepared) * weighting + (average preparation tasks per hour / company goal for average preparation tasks per hour) * weighting	Company goals: Agenda Topics per Hour, % Agendas Prepared, Pre-Tasks per Hour Parameter weighting: Preparation Report (Agenda Topics / Hr, % Agendas Prepared, Pre-Tasks / Hr) You can also select how many days prior to the meeting the agenda must be available.
Contribution	Contribution Index	(average percentage of topics with notes / company goal for percentage of topics with notes) * weighting + (average percentage of topics with decisions / company goal for percentage of topics with decisions) * weighting + (average tasks per hour / company goal for average tasks per hour) * weighting	Company goals: % Topics with Notes, % Topics with Decisions, Tasks per Hour Parameter weighting: Contribution Report (% Topics w/ Notes, % Topics w/ Decisions, Tasks / Hr)
Costs	Cost Index	(meeting cost / number of meetings) * (100 / company average meeting cost)	None

Task reports

Report	Metric	Calculation	Adjustable values
Task Status	None	N/A	N/A
Overdue Tasks	Overdue Tasks Index	(100 / company average of overdue tasks per user) * user overdue tasks	None
Accountability	Accountability Index	(100 / company goal for % tasks completed on time) * percentage of tasks completed on time by the user	Company goal: % Tasks Completed on Time

Performance reports

Report	Metric	Calculation	Adjustable values
Meeting Performance and Meeting Series Performance	Preparation Index	Same as for the Preparation report above, but calculated for the selected meeting or meeting series	See above
	% On Track See explanation below table	(on track score) / (company goal for on track score) On track score: max(0, min(50, 1-((difference between scheduled and actual start in minutes - on track leeway allowed in minutes) / (on track leeway allowed in percent * planned meeting duration)) * 50)) + max(0, min(50, 1-((difference between scheduled and actual end in minutes - on track leeway allowed in minutes) / (on track leeway allowed in percent * planned meeting duration)) * 50))	Company goal: % On Track This metric also uses the on track leeway allowed (in minutes and in percent of meeting length) set for the Host Performance report; see below
	Contribution Index	Same as for the Contribution report above, but calculated for the selected meeting or meeting series	See above
	Feedback Index	((average feedback rating for the meeting or meeting series) / (company goal for meeting feedback rating)) * 100	Company goal: Meeting Feedback Rating
	Meeting Index and Meeting Series Index	(preparation index * weighting) / 100 + (on track * weighting) / 100 + (contribution index * weighting) / 100 + (feedback index * weighting) / 100	Parameter weighting: Meeting and Meeting Series Performance Report (Preparation Index, On Track, Contribution Index, Feedback Index) These parameter weightings apply to both the Meeting Performance report and the Meeting Series Performance report. Values are calculated for the selected meeting when calculating the Meeting Index and for the selected meeting series when calculating the Meeting Series Index.
Host Performance	Preparation Index	Same as for the Preparation report above, but calculated for the selected host	See above
	% On Track	Same as for the Meeting Performance and Meeting Series Performance reports, but calculated for the selected host	See above
	Contribution Index	Same as for the Contribution report above, but calculated for the selected host	See above
	Feedback Index	Same as for the Meeting Performance and Meeting Series Performance reports above, but calculated for the selected host	See above
	Host Index	Same as for the Meeting Performance and Meeting Series Performance reports above, but calculated for the selected host	Parameter weighting: Host Performance Report (Preparation Index, On Track, Contribution Index, Feedback Index)
Attendee Performance	Notes/Mtng Index	((number of notes ascribed to the user / number of meetings for the user) / company average number of notes per meeting) * 100	None
	Absence Index	Same as for the Absence report above	See above
	Accountability Index	(100 / company goal for % tasks completed on time) * percentage of tasks completed on time by the user	Company goal: % Tasks Completed on Time
	Feedback Index	Same as for the Meeting Performance and Meeting Series Performance reports above, but calculated for the selected attendee	Company goal: Attendee Feedback Rating
	Attendee Index	(notes per meeting index * weighting) + (absence index * weighting) + (accountability index * weighting) + (feedback index * weighting)	Parameter weighting: Notes/Mtng Index, Absence Index, Accountability Index, Feedback Index

The On Track metric in the Meeting Performance and Meeting Series Performance reports differs from the indexes in that its value cannot be higher than 100. The metric calculates and assigns points to each meeting depending on whether it was started and ended on time, or within the allowed leeway.

For both start and end time, the meeting can get a maximum of 50 points, for a maximum total score of 100. If the meeting starts and/or ends within the scheduled time plus the leeway allowed in minutes, it gets 50 points for start and/or end time, respectively. If the start and/or end time exceeds the scheduled time plus the leeway allowed in minutes and percent, the meeting gets 0 points for start and/or end time, respectively. If the actual start and/or end time lies between the leeway allowed in minutes and the leeway allowed in percent, the score is between 0 and 50 points for the start and/or end time, respectively.

Opportunity reports

Report	Metric	Calculation	Adjustable values
Cost Savings	Starting meetings on time	(total hourly salary of all attendees present) * (number of hours that the meeting deviated from the set start and end time)	None
Cost Savings	Excluding non-contributing attendees	(total hourly salary of all non-contributing attendees) * (meeting length)	None
Efficiency Improvements	Impact	(weighting for % Topics w/ Notes * max(0, (100 - user score))) + [same calculation for all subsequent parameters] The total for all 7 parameters is multiplied by the number of meetings for the host or meeting series	Parameter weighting: % Topics w/ Notes, Agenda Topics / Hr, % Agendas Prepared, Feedback Index, % On Track, % Contributing Attendees, % Tasks Completed On Time

The Efficiency Improvements report uses parameters associated with other reports; when used in this report, they show the average value for meetings hosted by the selected host or belonging to the selected meeting series. The only additional parameter is % Contributing Attendees which shows the average value for attendees who have contributed at least one comment in a meeting for meetings hosted by the selected host or belonging to the selected meeting series.