Distribution

Description
Distribution of plans among enrolled employees.

This dashboard is also a comparison pre- vs. post- Open Enrollment months. In this presentation, it is easy to see migration from one plan to another. There may have been a strategy to encourage migration to a HDHP with an HSA for example. This chart makes it easy to see the result of the strategy immediately after Open Enrollment.

The ability to filter the data by groups of employees allows you to deduce insights on the effectiveness of strategies such as communication and education on different groups of employees, and then modify them for increased effectiveness.

Insights

  • Displays distribution of plans within medical, dental, and vision benefits, among enrolled employees, and remaining enrollment statuses, eligible, declined, not eligible, pre and post open enrollment
  • Deeper dive of the impact of renewal changes 

Report Functionality

  • Filter and select multiple options for
    • Plan Type
    • Class
    • Location
    • Division
    • Department
  • Click on a Plan Name to highlight it in the visual
  • Hover over a section bars to see additional details
  • Right-click on the vertical bars
    • Show data point as a table: view the raw data structure
    • Show as table: view underlying numbers
    • Drill up: presents data aggregated based on the hierarchical level above the current
    • Include: only include selected
    • Exclude: exclude selected
    • Drill through to Distribution Detail: presents Distribution Detail report for that plan type
Note: Any usage of the report will not be saved or affect other users. Click on the tab title to refresh the view if you make changes.
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