# Insights metrics explained

This article explains how each metric, card, and chart in the Insights Dashboard is calculated and what it means. It covers the **Overall Insights** page as well as the **Grouping Insights** pages (for job roles, teams, locations, etc.).

{% hint style="info" %}
Skills compliance is based on *required* skills only. If your organization has not defined skill requirements, most Insights charts will not display meaningful data.
{% endhint %}

***

### The three summary cards

At the top of the Overall Insights page, three summary cards give you a quick view of the state of your workforce's skills compliance.

<figure><img src="/files/W7SaJRWI4AzzyKl922d6" alt=""><figcaption></figcaption></figure>

#### Card: Compliance

<figure><img src="/files/6V3fUCuma810xNrynocc" alt=""><figcaption></figcaption></figure>

The **compliance percentage** is calculated by dividing the number of compliant skills by the total number of required skills across the selected scope (an individual, a matrix, or the entire workforce).

> **Compliance % = Compliant Skills ÷ Total Required Skills**

**Key points:**

* **Only required skills are included.** Achieved skills that are not required are excluded from the calculation.
* **Partial achievements are not counted.** If a skill requires Level 4 but only Level 2 is achieved, it is treated as unmet.
* **Soon-to-expire skills are included.** A skill that is valid at the moment of calculation counts as compliant, even if it is close to expiring. Note: in other parts of AG5 these are shown in orange as a warning, but in Insights they count as green (compliant).
* **Results are counted based on their issue date.** If a result is added after the fact but carries an earlier issue date (e.g., added on 1 July with an issue date of 15 June), it counts toward June compliance. This ensures the metric reflects when the qualification became valid, not when it was entered.
* **Active employees and skills during the selected period are included.** By default, the period covers the last 12 months, so all currently active employees and skills are included. When a matrix filter is applied, only employees and skills currently active in that matrix are shown.

**Example:**

|                                   | John    | Millie        |
| --------------------------------- | ------- | ------------- |
| Required skills                   | 6       | 40            |
| Compliant skills                  | 3       | 36            |
| Achieved but not required         | —       | 21 (excluded) |
| Achieved but below required level | —       | 5 (excluded)  |
| **Compliance %**                  | **50%** | **90%**       |

**Workforce-wide compliance** is calculated by summing all compliant skills across all individuals, then dividing by the total required skills across all individuals — not by averaging individual percentages.

> **Example:** (3 + 36) ÷ (6 + 40) = 39 ÷ 46 = **85%** *(Not: (50% + 90%) ÷ 2 = 70%)*

This approach gives a more accurate picture of actual workforce compliance.

{% hint style="info" %}
**Note:** "Minimum number of employees required" rules are not yet included in compliance calculations and will be addressed in a future release.

**Note:** If an employee needs the same skill for multiple reasons (e.g., for a job role and for a shift), that skill is counted only once in compliance calculations.
{% endhint %}

***

#### Card: Gaps

<figure><img src="/files/k7gLkD42JE8JQHA2iHUG" alt=""><figcaption></figcaption></figure>

The **gaps** count represents the total number of required skills that remain unmet across the selected scope.

> **Example:** If the workforce has 46 required skills and 39 are compliant, the gap count is **7**.

Note that gaps count individual unmet requirements, not unique skills. If 10 employees are each missing the same required skill, that counts as 10 gaps, not 1.

{% hint style="info" %}
As of March 2026, "gaps" replaces the earlier term "problems" throughout the Insights Dashboard (English only). The calculation is identical.
{% endhint %}

***

#### Card: Compliant results

<figure><img src="/files/QSBqf52tEzkx7A37gyql" alt=""><figcaption></figcaption></figure>

**Compliant results** are skill results that are both achieved and required for the employee's position, and fully meet the required level.

The following are **excluded** from this count:

* Expired skill results
* Skill results that do not meet the required level (e.g., Level 3 achieved when Level 4 is required)

***

### Trend indicators

Each of the three summary cards displays a trend indicator — a colored arrow showing how the metric has changed over the selected time period (from the first to the last day of the period).

| Indicator                                 | Meaning                                                                           |
| ----------------------------------------- | --------------------------------------------------------------------------------- |
| Green <mark style="color:green;">▲</mark> | Increase in a positive metric (e.g., higher compliance or more compliant results) |
| Green <mark style="color:green;">▼</mark> | Decrease in gaps — a positive trend                                               |
| Red <mark style="color:red;">▲</mark>     | Increase in gaps — requires attention                                             |
| Red <mark style="color:red;">▼</mark>     | Decrease in compliance or compliant results — requires attention                  |

By default, the time period is set to the last 12 months. You can change this using the time period filter at the top of the page.

**Note on the period filter:** The filter uses month-based selection only, using the first day of the selected month as the reference date. The only exception is when selecting the current month in the "Until" field, which will use today's date. Day-level selection is not supported, as data is aggregated monthly.

***

### Charts on the Overall Insights page

#### Chart: Alert list (compliance and gaps over time)

This chart shows the absolute number of **gaps** (red) and **compliant results** (green) over time — by default, the last 12 months. It gives you a clear picture of how your workforce's compliance has evolved.

Skills that are expiring soon appear in green in this chart, because from a compliance perspective they are still valid. In other parts of AG5, these are shown in orange as a warning.

<figure><img src="/files/U3DhcI6P3juIwqOPtCfM" alt=""><figcaption></figcaption></figure>

***

#### Chart: Compliance

This chart shows the **compliance percentage** over time, using the same calculation method as the compliance card. Each data point represents the compliance for that month, so you can see the trend across the selected period.

<figure><img src="/files/i5uoSvNNOdXX1evrb2eg" alt=""><figcaption></figcaption></figure>

***

#### Chart: Compliant results per skill

This chart displays the **top 10 skills** with the highest (or lowest) number of compliant results in the current dataset. Use the toggle arrow to switch between highest and lowest.

Clicking on a skill name takes you directly to that skill's detail page.

<figure><img src="/files/Xqaw5Jg1wB5RtEn8sQR2" alt=""><figcaption></figcaption></figure>

***

#### Chart: Gaps per skill

This chart displays the **top 10 skills** with the highest (or lowest) number of gaps — i.e., where required skills are most frequently unmet. Use the toggle arrow to switch between highest and lowest. This is useful for identifying where skills shortages are most critical across your workforce.

Clicking on a skill name takes you directly to that skill's detail page.

<figure><img src="/files/nYzPMCiUSvm6rceMS4KO" alt=""><figcaption></figcaption></figure>

***

#### Chart: Compliant results per employee

This chart displays the **top 10 employees** with the highest (or lowest) number of compliant results. Use the toggle arrow to switch between highest and lowest.

Clicking on an employee name takes you directly to their portfolio page.

<figure><img src="/files/jR1Yuxxc1KyvCljD0DDa" alt=""><figcaption></figcaption></figure>

***

#### Chart: Gaps per employee

This chart displays the **top 10 employees** with the highest (or lowest) number of gaps. Use the toggle arrow to switch between highest and lowest. This highlights which employees require the most attention in terms of skills development.

Clicking on an employee name takes you directly to their portfolio page.

<figure><img src="/files/ARq41eeH31YQLdSG3nUm" alt=""><figcaption></figcaption></figure>

***

### Grouping Insights pages (teams, job roles, locations, etc.)

Each grouping type in your organization has its own dedicated Insights page. The metrics shown on these pages use the same compliance and gap calculations described above, but scoped to each grouping.

**How to read grouping data:**

* Use the **filters** to focus on specific groupings or compare them side by side.
* Use the **time filter** to see how compliance has changed over a period for each grouping.
* **Hover over** a team or grouping name in any chart, list, or filter to see its full **organizational structure path** — showing exactly where it sits in your hierarchy. This is also visible in the data table.

This context is important when your organization has multiple groups with similar names, or when a team belongs to a larger department or location.

<figure><img src="/files/ETugBswCSgs4DUpdCYTk" alt=""><figcaption></figcaption></figure>

***

### Skill Development Insights page

The Skill Development Insights page tracks the process of closing gaps — from planning training through to recording a compliant result. It shows how many skill requirements are at each stage of the development pipeline.

The stages tracked are:

1. **Gap identified** — a required skill is missing or non-compliant
2. **Training planned** — a planning has been created for the employee
3. **Self-assessment requested** — a self-assessment request has been sent
4. **Awaiting approval** — a result has been submitted and is pending approval
5. **Result recorded** — a compliant result has been added

Use the matrix filter to scope this view to specific teams or managers.

<figure><img src="/files/lpXqiJFKBDFwOy2OR9Nh" alt=""><figcaption></figcaption></figure>

***

### Related articles

* [Insights Dashboard](https://docs.ag5.com/insights/insights-dashboard)
* [Skill requirements](https://docs.ag5.com/skills/skill-requirements)
* [Exporting data](https://docs.ag5.com/data-management/exporting-data)


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