ClearInsights: Performance Prebuilt Liveboards Overview

Juan Burgos

Edited February 18, 2026 18:45

ClearInsights Prebuilt Liveboards allow users to create dynamic and customizable dashboards. Prebuilt Liveboards collect related charts, tables, and headlines into a cohesive and engaging data story, empowering users to explore and present their Performance data insights effectively. In this article, we dive into the Performance Liveboards available.

If you are interested in standard recruiting prebuilt liveboards, refer to ClearInsights Recruiting Prebuilt Liveboards.

Performance Prebuilt Liveboards Overview

Prebuilt Liveboards are tailored to specific business needs, offering key performance indicators (KPIs) and metrics that help you monitor performance across your organization in real-time. By leveraging these Liveboards, you'll gain actionable insights to inform your decision-making and drive growth.

Please note:

The last reviewer of the review's workflow provides the data that will be used for many reporting features, like the 9-box.

Accessing Prebuilt Liveboards

For a user to access Performance liveboards, they will need the Performance Admin permission.

Click Tools, then ClearInsights.
On the top bar where it mentions "Insights In..", you can select Performance.
Confirm you are on the Liveboards tab and select the liveboard you would like to view.

Available Performance Liveboards

360 Cycle Progress

The 360 Cycle Progress Prebuilt liveboard provides information on the completion status of current and past performance 360 review cycles within an organization.

Use Case Example:
The Cycle Progress Liveboard would be helpful when answering: 'Which departments or roles have the highest or lowest completion rates? or Which supervisors have reviews that are behind or incomplete?"

Attributes Available
Review Title/Cycle Name	Review Current Stage	360 Participant Status	Employee Status
Review Subject Supervisor	Deparment	Role	Review Status
Office	Review Process	Participant	Subject
Participant Review Status	Due Date

Cycle Progress

The Cycle Progress Liveboard shows the completion status of current and past performance review cycles. It also includes an option to view metrics specific to 360 review cycles.

Use Case Example:
The Cycle Progress Liveboard would be helpful when answering: 'Are all departments on track to complete performance reviews before the deadline?' or 'Which employees or managers have outstanding reviews in this cycle?'

Attributes Available
Employee Name	Role Name	Supervisor	Department
Office	Review Cycle	Completion Status	Current Stage
Assigned To	Due Date	Employee ID	Employee Status

Employee Goal Use

Employee Goal Use Liveboard shows how many employees are actively using goals, with emphasis on departments or roles where goals are underutilized. Filters allow exploration by office, department, role, or supervisor.

Use Case Example:
The Employee Goal Use Liveboard would help answer: 'Which departments or roles have the most employees not using goals?' or 'Is goal-setting being effectively adopted across the organization?'"

Attributes Available
Count of Goals by Goal Category	Count of Goals by Active/Complete	Employee Name	Office
Supervisor	Role	Department	Employee Status
Goal Category

Employee Scores

Employee Scores Liveboard provides a comparison of employee performance by normalizing final review scores on a 100-point scale. It allows for equitable comparison across cycles with different scoring rubrics.

Use Case Example:
The Employee Scores Liveboard would be useful for answering: 'How do employee performance scores compare across departments or offices, even if different rating systems were used?'"

Attributes Available
Employee Name	Department	Office	Role
Average Review Applied Final Score	Averate Review Applied Final Score (Percentage)	Supervisor	Employee Status

Goal Alignment

The Goal Alignment Liveboard helps you track whether employees are aligning their goals with department or company-wide objectives. It shows which supervisors promote alignment and which goals are contributing to shared success.

Use Case Example:
The Goal Alignment Liveboard would be useful when answering: 'Are individual employee goals aligned with company-wide priorities?' or 'Which teams or supervisors are driving strong goal alignment?'

Attributes Available
Employee Name	Supervisor	Goal Status	Role
Goal Weight	Department	Office	Goal Title
Goal Alignment	Due Date	Goal Category	Employee Status

Goal Progress and Updates

The Goal Progress and Updates Liveboard gives insight into the current progress of active goals. It outlines goal status and highlights whether feedback is needed from employees or managers.

Use Case Example:
The Goal Progress and Updates Liveboard would help answer: 'Are we on track to complete our goals on time?' or 'Which goals require feedback or updates from employees or supervisors?'

Data Points Included
Employee Name	Supervisor	Goal Title	Feedback Status	Goal Status
Goal Start Date	Goal Due Date	Goal Category	Goal Weight

Manager Scoring

Manager Scoring Liveboard highlights deviations in average manager scoring compared to group averages. It helps identify scoring patterns by manager and assess consistency across teams.

Use Case Example:
The Manager Scoring Liveboard would be helpful for answering: 'Are any managers consistently scoring their teams significantly higher or lower than the organizational average?' or 'Is there scoring bias in our performance review process?'"

Data Points Included
Minimum Score	Supervisor	Average Score	Maximum Score

Performance Scores Over Time

The Performance Scores Over Time Liveboard displays historical performance review data, showing both final and average review scores over past cycles. It provides a time-based view of employee performance.

Use Case Example:
The Performance Scores Over Time Liveboard would help answer: 'What are the performance trends over an employee’s tenure?' or 'Are scores generally increasing, decreasing, or remaining stable over time?

Data Points Included
Past Review Scores-Final	Past Review Scores-Average	Title
Employee Name	Tenure	Year

Score Distribution

Score Distribution Liveboard visualizes how employees are performing relative to the company as a whole. It also highlights top and bottom performers by department and office.

Use Case Example:
The Score Distribution Liveboard would be useful for answering: 'Which departments consistently score highest or lowest?' or 'Where are our top and bottom performers located across the company?'

Data Points Included
User/Employee Name	Final Score	Department	Office
Review Role	Review Title	Review Cyle Review ID

Scores Over Time

Scores Over Time Liveboard compares final performance review scores over time, normalized on a 100-point scale. It enables longitudinal analysis of performance trends.

Use Case Example:
The Scores Over Time Liveboard would be helpful for answering: 'Is employee performance improving year over year?' or 'How have scores changed across departments over multiple review cycles?'

Data Points Included
Employee Name	Role	Department	Office
Year of Review	Final Review Score	Normalized Review Score	Cycle Start Date

Additional Resources

ClearInsights: Managing Prebuilt Liveboards
ClearInsights: Talent Acquisition Data & Attributes
ClearInsights: Talent Development Data & Attributes
ClearInsights Max Overview