Performance Insights | Lumofy Help Center

Before You Begin

Insights tabs are available to admins and super admins inside any active or completed cycle.
Each tab has its own Filters and Reset controls to narrow data by department, role, review period, or other criteria.
Several sections include an At a Glance banner an AI-generated summary of the data shown in that section, updated automatically.
The individual Talent Performance Profile is accessible by clicking any talent's name from the Performance Insights tab.

How to Access Insights

Go to Performance in the left navigation and open Performance Cycles.
Select a cycle.
Use the tab bar at the top to navigate between insight views.

The available tabs are: Performance Insights, Potential Insights, Goals Insights, Cycle Insights, Participants, Departments Goals, and Reviews.

Performance Insights Tab

The Performance Insights tab provides a cycle-wide view of how talents are scoring and performing.

Performance Scores Overview

Displays the average scores for the cycle across four dimensions:

Avg. Performance Score — overall average across all talents
Avg. Goals Scores — average score for the Goals component
Avg. Competencies Scores — average score for the Competencies component
Avg. Trainings Scores — average score for the Trainings component

A bar chart below breaks down the talent count per rating band (Needs Improvement, Below Expectations, Meets Expectations, Exceeds Expectations, Outstanding). An At a Glance banner summarizes the overall score distribution in plain language.

Use the All Reviews dropdown to filter by a specific review period, and the Filters button to narrow by department or role.

Talent Performers Overview

Shows the Top Performers and Lowest Performers for the cycle side by side.

Top Performers — ranked bar chart of the highest-scoring talents. Hovering on a talent shows a breakdown of their Goals, Competencies, and Training Needs counts.
Lowest Performers — a ranked list of the lowest-scoring talents with their score displayed.

An At a Glance banner provides a narrative summary of performance spread and highlights where development efforts should be focused.

Competency Insights

Summarizes competency performance across the cycle with four key stats:

Highest Competency — the competency with the highest average score, shown out of total competencies
Lowest Competency — the competency with the lowest average score
Highest Cluster — the competency cluster with the highest average score
Lowest Cluster — the competency cluster with the lowest average score

Below the stats, Competency Performance displays a bubble chart where each bubble represents one competency. Bubble size reflects the number of talents assessed on that competency; the number inside shows the average score. An Export Full List button allows exporting all competency scores.

Cluster Performance shows a horizontal bar chart comparing average scores across all competency clusters.

An At a Glance banner summarizes the overall competency picture.

Potential Insights Tab

The Potential Insights tab uses AI to place each talent into a 9-box matrix based on their performance score and assessed potential.

Potential Rating

The 9-box grid shows nine talent segments across a Performance (Low/Medium/High) and Potential(Low/Medium/High) axis. Each cell is labeled with a segment name and shows the number of talents in it along with avatar photos. The nine segments are:

Future Leader (High Potential, High Performance)
Growth Employee (High Potential, Medium Performance)
Enigma (High Potential, Low Performance)
High Impact Performer (Medium Potential, High Performance)
Core Employee (Medium Potential, Medium Performance)
Dilemma (Medium Potential, Low Performance)
Trusted Professional (Low Potential, High Performance)
Effective (Low Potential, Medium Performance)
Under Performance (Low Potential, Low Performance)

Below the grid, a table lists each talent with columns for: Talent, Manager, Position, Performance, Potential, Accuracy (AI confidence percentage), and Action (View Justification).

Clicking View Justification opens a side panel explaining the AI reasoning behind that talent's placement in their segment.

Use Search by talent name, Filters, and Export to manage the list.

Goals Insights Tab

The Goals Insights tab tracks goal progress across the cycle at both the department and talent level.

Goals Progress Insights

Two donut charts show goal status distribution:

Departments Goals Progress Insights — breakdown of all department-level goals by status: On Track, Off Track, At Risk, Missed. A Departments Goals Compilation Ratio gauge shows the overall completion percentage and total goal count.
Talents Goals Progress Insights — same breakdown for talent-level goals, with a Talents Goals Compilation Ratio gauge.

Use View Goals to open the full goals list, and Filters to filter by department, status, or other criteria.

Goals Due in the Next 60 Days

A grouped bar chart showing upcoming goals by department, broken down by status (On Track, Off Track, At Risk, Completed, Missed). The total count of goals due in the next 60 days is shown at the top right.

Use Export Full List to download the data.

Average Active Goals per Employee

A grouped bar chart showing the average number of active goals per employee in each department, broken down by status. The cycle-wide average is shown at the top right.

Top Talents Completed Goals

A bar chart ranking talents by the number of goals they have completed during the cycle.

Cycle Insights Tab

The Cycle Insights tab gives admins a real-time view of how far the cycle has progressed across all operational dimensions.

Cycle Progress Overview

Sheets Progress

Sheets Status Overview — a stacked bar showing how many sheets are Completed, In Progress, and Not Started across the cycle.
Approval Status Overview — a stacked bar showing sheets by approval state: Approved, In Progress, Returned, and Pending.

Reviews Progress

Manager Review Progress — stacked bar showing manager review completion: Completed, In Progress, Not Started.
Self Review Progress — stacked bar showing self review completion: Completed, In Progress, Not Started.

Use the All Reviews dropdown to filter by review period.

Managers Sending The Most Feedback

A horizontal bar chart ranking managers by the number of feedback comments submitted during the selected review period. Use the review dropdown to switch between review rounds.

Reviews Tab

The Reviews tab shows an Evaluation List — a paginated table of all talents in the cycle with their review outcomes.

Columns:

Talent — name and role
Calibrated Score — the score after any calibration adjustments
Final Score — numeric score with rating label (e.g., 3.8/5 Exceeds Expectations)
First Review — rating outcome from the first review round
Second Review — rating outcome from the second review round (if applicable)

Use Search by talent name, Filters, and Export to manage the list.

Talent Performance Profile

Clicking on a talent's name from the Performance Insights tab opens their individual Talent Performance Profile — a full-page view of that talent's performance data for the cycle.

Current Score

Displayed prominently at the top right: the talent's overall score as a percentage and rating label (e.g., 78%/100% — Meet Expectations).

AI Performance Summary

An AI-generated narrative summary of the talent's performance across the full cycle. Includes the date of the last update. Click Generate Again to regenerate the summary.

AI Recommended Actions

A list of AI-suggested next steps for the talent, each tagged with a priority level (High, Medium, Low) and a category (e.g., Development, Goal Setting, Career Growth, Compensation). Each action includes a short rationale.

Click Generate Again to refresh the recommendations.

Performance Benchmark

Compares the talent's scores to other groups. Use the Compare to toggle to switch between Peers, Department, and Top Performers. Four metrics are shown: Overall Performance, Goals, Competencies, and Trainings — each with a percentage difference vs. the selected comparison group.

AI Suggested Future Role

A list of AI-recommended future roles for the talent, each with:

Role name
Fit Score — AI-calculated fit percentage
Readiness timeline (e.g., Ready in 6–12 months)
Track type — Promotion Track or Lateral Move

Talent Potential & 9-Box Position

Shows the talent's placement in the 9-box grid:

9-Box Position — the segment label (e.g., Future Leader)
Potential — potential level (High / Medium / Low)
Performance — performance level (High / Medium / Low)

Evaluation Reasoning — the AI's written justification for the talent's 9-box placement.

AI Accuracy — a disclaimer noting that the insight is based on available data and that confidence increases as more data becomes available.

Review Scores

A timeline showing each review event in the cycle with its date, status (Completed / In Progress / Upcoming), and the score and rating label for completed reviews.

Reviews Breakdown

A tabbed breakdown of the talent's review results by component: Goals, Competencies, and Training Needs.

For Goals: shows Total Goals, Completed Goals, and Average Score with change indicators vs. the last review. A table lists each goal with Talent Score, Manager Score, Final Score, and an action to view goal details.

Click View Score Details to open a deeper score breakdown modal.

FAQ

Who can access the Insights tabs?

Admins and super admins can access all Insights tabs from within any cycle.

Can I filter the data shown in each tab?

Yes. Every tab has Filters and Reset controls. Some sections also have an All Reviews dropdown to filter by review period.

What does the At a Glance banner show?

It is an AI-generated plain-language summary of the data in that section. It updates automatically based on the current filter state.

How is the Potential Rating 9-box calculated?

The 9-box placement is AI-powered and based on the talent's performance score from the cycle combined with their assessed potential. The Accuracy percentage shown in the table indicates AI confidence. Click View Justification to read the reasoning.

Can I export data from the Insights tabs?

Yes. Most sections have an Export Full List or Export button that downloads the current view as a file.

What is the difference between Calibrated Score and Final Score in the Reviews tab?

Final Score is the score produced by the review process (manager review, self review, and formula). Calibrated Score reflects any adjustment made during a calibration session. If no calibration was done, both values are the same.

Can I generate the AI Performance Summary and AI Recommended Actions more than once?

Yes. Each section has a Generate Again button that regenerates the AI output based on the latest available data