Analyzing Performance with Jenius IQ

Jenius IQ is the conversational, AI-driven reporting and insight module within Jenius. Designed specifically for managers and administrators, it allows you to quickly analyze activity results, skill performance, and user participation without the need to manually build complex charts, configure static filters, or export massive spreadsheets.

How-To Guides

How to Access Jenius IQ

To access your reporting dashboard, navigate to the module through the main menu:

  1. Locate the collapsible primary navigation ribbon on the left side of the screen.
  2. Click on Jenius IQ.
  3. You will be taken to your Jenius IQ workspace, where you can see your report history and start new analyses.

How to Create a New Report

Generating a new report is as simple as starting a conversation with your AI reporting assistant:

  1. From the Jenius IQ page, click the New Report button.
  2. Select your report scope:
    • All Activities: Analyzes cumulative data across the entire platform.
    • Specific Activity: Focuses your analysis on a single quiz or track.
  3. The platform will automatically generate an initial, dynamic report in a chat-style interface.

How to Refine and Custom-Query Your Data

Because Jenius IQ is conversational, you do not "edit" static dashboards. Instead, you refine your insights by asking natural language follow-up questions:

  1. In the chat box at the bottom of your report, type a specific question about your team's performance.
  2. Copy-paste prompt examples:
    • "Show me the lowest scoring skills across all activities."
    • "Which users have not completed the assigned quiz?"
    • "Summarize performance for Sales Engineers in the last activity."
  3. The AI will instantly search your completed activity data and update the report with precise insights.

How to Organize and Download Reports

You can keep track of past insights and export them for offline use:

  • Organize Reports: Group related report histories into user-created folders to keep your workspace neat.
  • Remove Outdated Reports: Click the vertical ellipsis next to a report in your history list and select remove.
  • Download Data: Click the download control within the report to save the full chat history or export individual responses.
    • Please note: If a report references specific static resources, those files must be downloaded separately.

Frequently Asked Questions (FAQs)

Who can access Jenius IQ?

Access to Jenius IQ is strictly role-based to maintain data privacy:

  • Managers can view and query reporting data only for the users they directly manage.
  • Organization Admins and Super Admins can view reporting data across the entire organization.
  • Standard Users do not have access to Jenius IQ and cannot view performance metrics.

Why is there no data appearing in my report?

If a report returns empty or incomplete results, check the following troubleshooting steps:

  • Verify that the assigned activities have actually been marked as Active or Completed by your team. Jenius IQ only analyzes completed activity data.
  • Ensure that your team members are properly assigned to the activities and that their user roles are correctly configured in the Users module.

Why do some of my skill scores seem inaccurate?

The accuracy of Jenius IQ reporting depends heavily on your setup in other modules. If questions in the Activity Builder were not correctly tagged with specific sales skills, or if users were assigned incorrect Sales Roles, the resulting analytics will not reflect their true performance.

Can I ask Jenius IQ to tell me why a seller is struggling?

While the conversational AI can identify weak skills, low scores, and participation trends, it is restricted to analyzing completed activity data. It cannot make assumptions about a seller's personal motivation, underlying intent, or outside performance causes that are not supported by platform data.