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4 Rules for Uncovering Insights in Any CX Dashboard

We’ve all been there.

You login to any reporting app and waiting for you is a picturesque dashboard full of metrics colorfully displayed in pie charts, bar graphs, and heat maps. After several minutes of glancing through them, you realize the hard truth: You have no idea what you’re looking at, and can’t decipher what these charts and graphs are telling you.

How do you take action when you can’t make sense of the constant influx of customer experience (CX) data that’s pouring in? Here are four rules for uncovering insights in your CX dashboard.

1. Dashboards are a launch pad—use them that way.

Your dashboards give you a pulse on how your business is doing. They are diagnostic tools and are intended to be used that way. When something doesn’t look right, and you’re seeing downward trends, your dashboard is there to help you dive deeper into the data to find the cause.

A well-built dashboard allows you quickly see all your data at a high level and then easily dive in deeper to locate root cause and create action. A dashboard is your first step in navigating through your CX data, so keep it simple and use it as a guide to creating a great customer experience.

2. Don’t cram too much into one dashboard.

Each department and role has metrics that are relevant to them. Knowing which metrics you’re held accountable for can help you build a dashboard that works for you. With a proper dashboard built for your specific use case you’re able to control what you’re measuring and what you compare it against.

A dashboard can’t be a one-size-fits-all solution—each department or team should have their own that contains only their metrics. If you get too many metrics on a dashboard, you end up feeling overwhelmed and spend too much time looking for the ones that matter to you.

Your dashboards should be custom and purposefully built to meet not only your CX program, but your role within your organization.

3. Stop comparing apples and oranges.

One of the biggest downfalls of a dashboard is making a chart or graph just for the sake of making one. While they make look flashy, comparing metrics that aren’t comparable is a surefire way to clutter up your dashboard and leave you confused at what the data is trying to tell you.

For example, you don’t want to compare corporate locations to franchise locations. Both fall under the same organization, but measure things differently. This could lead to confusion and a misunderstanding of what the data is telling you. Instead you want to compare metrics that fall under the same category, and that have the same values or units.

4. Structured and unstructured data belong together.

A successful dashboard consists of a mix of perception- and performance-based metrics that are pulled from both structured and unstructured data. Having only one of these data sets only gives you a small piece of the CX puzzle.

In the past, structured data was all you had to compare. But now, with today’s technology and vast amount of CX data available, you can begin drawing insights from unstructured data in ways that can have a huge impact on your business. Bringing together all types of CX data—including transactional, financial, contact, and demographic—next to your typical Voice of Customer data can provide the next level of actionable insights your business needs.

Your customers don’t care how you measure and track their interactions with your brand—but they do care how you act upon the insights that they give to you.

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