CSAT Dashboard

A view of the results of the Customer Satisfaction score about your channel

Welcome to the Quick Start Guide of the CSAT Dashboard!

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CSAT Dashboard
click to enlarge

This Dashboard provides the results of CSAT (Customer Satisfaction) to measure channel satisfaction and how many clients answered.

Summarizes the CSAT scores of users of the channel and classifies them as good or bad experiences, as well as showing the reasons for it.

CSAT is short for the Customer Satisfaction score. It’s a commonly used metric that is a key performance indicator for customer service and product quality in all kinds of businesses. While customer satisfaction as an idea is general, CSAT is a more defined metric expressed as a percentage.

In this Quick Start guide, we'll show you how to learn, explore, and act about the CSAT Dashboard of your channel. You'll see the play-by-plays you need to get the Dashboards basics under your belt, making you a seasoned expert in no time.

Learn

Obtain information about customer feedback on your channel.

Explore

Filter by date, time aggregation, or Flow, based on your needs.

Act

Analyze the information and decide to redefine your Flow on what's essential for your goals and focus them on the right path.


Before You Start

Prerequisites

Before you start this tutorial, make sure that:

  • You have a Yalo Studio account.
  • Time has passed since your Flow is active and data is available to analyze.

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Build confidence by trying things on your own!

Go to the Analytics section (left on the main navigation panel), then click CSAT , and then play around the dashboard!


Get familiar with the CSAT Dashboard

The page is made of the following content::

  • Data Boxes
  • Graphics of CSAT over time, Good and Bad Experiences
  • Details of the Experiences

Let's start with the Data Boxes.

First Data Boxes

The first three Data Boxes are these:

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CSAT Dashboard - 1st set of Data Boxes highlighted
click the image to enlarge

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Dashboard filters

Analysis Interval: Change the date ranges to see the information. By default, it is the current month.

Time Aggregation: This allows you to select an aggregation level for the dashboard. Meaning, at what level of detail do you want to see the information, changing the graphics.

Flow: This filter selects a specific Flow for the analysis, in case you have more than one.

Once you change a filter, click the reload button on the right side.


The next two Data Boxes

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CSAT Dashboard - 2nd set of Data Boxes highlighted
click the image to enlarge

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Yalo Tip

Download the data for deeper research, see the section Export Data at the bottom of this guide.



CSAT Graphics

The page contains several interesting graphics; the first two are:

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CSAT Dashboard - 1st Two Graphics
click the image to enlarge

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Yalo Tip

Click on the elements (Unique Reached Users, Total Answers, etc.) to enable/disable them from the graphics for further analysis.


The following graphics contains more details about the Good vs. Bad Experiences.

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CSAT Dashboard - Last Graphics
click the image to enlarge

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Yalo Tip

Hover over the bars to see the detailed information in each graphic.

CSAT Tables with detailed information

Last but not least, there are a couple of tables with detailed information regarding feedback:

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CSAT Dashboard - Tables
click the image to enlarge


Export Data

You can download data from each Data Box within the Jobs Done Dashboard in several formats, such as CSV, Excel, JSON, HTML, and Markdown, among others.

To export the data:

  1. Click on the three-dot menu at the top right of the Data Box/Graphic.
  2. Then click on the Download data button.
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Three-dot menu and Download data pop-up selected in a Dashboard Graphic
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  1. In the pop-up, choose the type of format you want.
  2. Click on Advanced data options
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Exporting Data pop-up with "All results" option selected
click the image to enlarge

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We recommend leaving the rest of the checks marked as they are, only changing the field: Number of rows with the value: All Results, so that the export of data gets correctly generated.

  1. Click Download
  2. Save the file for further analysis.

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If "All Results" is not available

Downloading an unlimited number of results is restricted for queries with table calculations.

To download more than "Results in Table", select "Custom" and enter a limit of up to 100,000 rows.


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