The Insights View is where you explore the detailed breakdown of opportunities at every level of the hierarchy — whether you’re looking at organisational units, occupation categories, job families, occupations, tasks, or technology types.
A consistent layout across every insight level
All insights in the experience share the same layout and behaviour. This means that once you understand how insights work at one level, you’ll know how to interact with every other level as well.
Across all pages (Organisational Units, Occupation Categories, Job Families, Occupations, Tasks, and Technology), you will always see:
Chart View and Table View selector
Every insights view includes a toggle that allows you to switch between:
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Chart view — bubble charts or bar charts based on your selection
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Table view — a structured list showing items, relative FTE impact or weighted salary, and impact type
This consistent selector ensures that whether you’re browsing units, categories, tasks, or technologies, you can choose the visual format that works best for you.
Your Unit of Analysis applies everywhere
Whichever Unit of Analysis you selected earlier — such as Relative FTEs, Weighted Salary, Total Hours, or Weekly Hours — is applied across every insights view.
This ensures your analysis remains consistent as you move from:
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Organisational Units →
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Occupation Categories/Job Families →
- Occupations/Job Titles →
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Tasks →
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Technologies
You don’t have to reselect your unit every time — the experience carries it forward automatically. The selected Unit of Analysis is visible in the side panel on every insights page.
Your previous selections are always recorded
After you click Next step, your selections are stored in the side panel on the left specifically under Defined Parameters ection. This panel shows:
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Impact Type
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Unit of Analysis
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Efficiency Target (if enabled)
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Defined parameters such as selected organisational units, occupation categories, or job families
You can change these selections at any point during your journey.
The defined parameters list updates dynamically as you select or deselect insights at each level. This ensures your journey is flexible and you can pivot, refine, or broaden your analysis without losing your progress.
Watch your Efficiency Target progress update in real time
As you make selections, you’ll notice your progress bar update at the top of the Insights View.
This bar tracks how much of your efficiency target (if you set one) is being met based on what you’ve selected so far.
Displayed values include:
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Your selection (e.g., 125 FTEs selected)
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Your target (e.g., 250 FTEs)
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Percentage of target achieved (e.g., 50%)
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Contribution of each insight selection to the total
Each insight level can add or remove FTE impact depending on:
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What you select or deselect
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The Unit of Analysis
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Whether automation, augmentation, or both apply
Both chart and table views integrate with the progress bar, meaning that selecting an item (e.g., a unit, category, or occupation) immediately updates the bar.
This helps you understand how each selection contributes to your workforce transformation goals.
Summary
No matter where you are in the hierarchy, all Insights Views follow the same rules:
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Chart view and table view are always available
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Your selected Unit of Analysis applies across all levels
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Your previous selections persist in the side panel and can be changed anytime
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Your progress bar updates dynamically as you select or deselect insights
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Your efficiency target (if set) remains the anchor for measuring impact
This consistency ensures a smooth, predictable analysis experience as you drill from broad organisational insights down to granular task and technology opportunities.