This module allows you to design personalized reporting dashboards to evaluate survey outcomes based on their unique requirements. It offers more flexibility than the conventional per-question analytics feed, which presents a static, non-adjustable perspective. With this feature, you can choose pertinent metrics, implement filters, and arrange data in a manner that suits their needs. This enables you to concentrate on particular trends, assess performance across various segments, and efficiently derive actionable insights.

Business Use Cases

By creating custom analytics dashboards, you can tailor your data analysis experience, allowing you to view and analyze survey results in ways that best align with your specific business needs:

• Lack of Actionable Insights: Data sets can help by analyzing feedback over specific time frames. Recurring issues, such as long wait times, can be identified, enabling timely actions like resource reallocation during peak periods to enhance customer satisfaction.

  Example: By analyzing NPS feedback across specific time periods, a branch manager identifies long wait times as a recurring issue. This insight enables prompt actions, such as adding service counters during peak hours, leading to improved customer satisfaction.

• Inefficient Data Analysis: Using custom reports to segment feedback by location helps uncover regional trends, enabling timely, targeted actions to address specific issues and drive overall improvement.

  Example: A Customer Experience manager in retail leverages custom reports to break down post-transaction feedback by store location, quickly identifying patterns such as low staff helpfulness scores in certain regions and taking action through targeted training initiatives.

• Inconsistent Performance Tracking: Analyzing survey scores across different locations helps identify performance gaps, such as increased wait times during peak hours. Sharing best practices from high-performing areas enables targeted improvements and boosts overall operational efficiency.

  Example: A regional manager reviews survey scores across multiple locations to pinpoint a flagship store experiencing long wait times during peak hours. By sharing successful strategies from top-performing branches, they drive improvements in operational efficiency across the region.

Custom dashboards enable targeted problem-solving by allowing you to drill down into specific issues like long wait times or low staff helpfulness, facilitating the implementation of precise solutions. They also support improved resource allocation by identifying trends and underperforming segments, helping organizations optimize efforts, for example, by scheduling additional staff during peak times or launching targeted training programs. Additionally, enhanced performance monitoring through comparative analysis across locations or time frames allows organizations to benchmark performance, share best practices, and consistently address inefficiencies

Prerequisites

To access the custom dashboards option, you need permission to create reporting dashboards. Currently, survey dimensions and metrics are available to you on the dashboard. Custom analytics permissions for each survey will be rolled out in a future release.

Setting up a Dataset

1. Access the metrics and dimensions of the survey that has access to the widget builder for custom reporting. You can use these dimensions to create reports for in-depth analysis.

2. Similar to the steps outlined for single survey reporting, you can also select and plot metrics and dimensions from multiple survey projects within a single widget, allowing you to consolidate them into one report.

3. By using the survey name-based filter in the metric selector, you can choose specific surveys to visualize, enabling the creation of comprehensive reports.

   

4. If common custom fields have been used across surveys, they can also be used to filter or aggregate data from multiple survey projects.

   Note: No additional setup is required to create custom reports using data from multiple survey projects, all existing dashboard capabilities remain fully available.

   In order to test it:

   • You can create and get response for multiple surveys and plot them in a widgets.

   • You can apply a dashboard-level filter based on a common custom field used across all included surveys to ensure that the data is being correctly filtered.

   • You can review the list of metrics and dimensions from each survey in the metric selector to ensure that all relevant items are visible.

Best Practices​

• Use appropriate combinations of metrics and dimensions based on the widget type. For example, in a counter widget, any combination of metrics can be used. However, in widgets like a stacked column chart, dimensions must come from a single survey, as responses from different surveys are not directly linked.

• Ensure that only the relevant points of contact (POCs) have the appropriate level of access to the dashboard and survey data. Coordinate with client-side analysts to confirm that the reports and metric values align with the brand’s analytics standards and conventions.

• All unique metrics and dimensions can be plotted within a single dashboard; however, joint metrics across multiple surveys are not available out of the box. To create joint metrics, users need to build datasets for analysis.