Personalized Learning
Learn about a dashboard that summarizes user responses to questions.
This dashboard summarizes user responses to questions designed to understand learners' individual financial goals and challenges. Responses are used to create personalized playlists that offer learning topics that are most relevant to learners' current priorities.
Note: If you would like to add Personalized Learning to your program, please contact your Account Manager.
Metric Definitions
Personalized Playlists: Total number of personalized playlists recommended to users after completing diagnostics.
Activities Recommended: The number of all activities started by users within a program. An activity is started when a user clicks into a specific learning module or calculator.
Recommended Activities Started: Number of activities started from personalized playlists.
Most Recommended Activity: The content that appears most frequently on personalized playlists
Chart Descriptions
The four boxes across the top of the dashboard display key program metrics in aggregate. The bottom of the dashboard displays the top response — by percentage of total responses — for each of the four survey questions.
To view additional response data, you may click the question text or navigate to one of the additional tabs at the top. Selecting the question text shows each response and its share of the total responses. If you applied filters to the dashboard they will remain when clicking into an individual question.
Note: Combined percentages can be over 100% for multi-select questions.