Have you ever looked for a solution where you can compare customer data points in an omni-channel approach? Look no further. Our new analysis platform, Workspaces, enables you to combine survey responses from different digital touchpoints. Ranging from feedback received through websites, emails and mobile applications. Thus enabling you to get a holistic view and pulse of your key metrics.
This Guide consists of:
- Creating your first chart in 4 easy steps:
- Editing your chart
Creating your first chart in 4 easy steps
Once you've created your workspace you'll get the option to add a new chart:
Step 1: Give your chart a title and description
When you create a chart, you will be asked to give the chart a name (140 characters, mandatory) and a description (140 characters, not mandatory). We would advise you to think about a short title that quickly sums up what you are visualizing and use the description to provide more detail so that your colleagues are clear about what data you are visualizing in your chart. Don’t worry if you’re not sure what to call your chart, because both the name and description are editable:
Step 2: Select the type of chart you would like to create
In this step, you simply choose the type of data you would like to display in your chart. Currently, you can select between NPS, Mood, and Rating:
Step 3: Select the questions that you want to visualize in your chart
Now it's time to select the surveys which you want to include data from. If you've chosen an NPS chart in your previous step, you will be presented with all the surveys which have an NPS question included in the survey. This essentially means that we only display surveys which entail questions that are relevant to the chart type you selected.
Tip: When creating a Mood chart, please note that you can only combine forms that have the same scale. So, mood ratings with a scale of 5 can only be combined with other mood ratings with the same scale. The same goes for Rating charts.
Step 4: Choose your visualization options
Dependent on your needs, we provide different options for your data visualization. At this point, you have two visualizations to choose from:
The trend line gives you the opportunity to present your data over time with a graphical interface. Hover over each trend line to dive deeper into the statistics.
About the display options:
When you select "Trend-line" as a visualization option you'll get some extra display options you can choose from:
- The first option provides each question with its own trendline on the chart.
- The second option will merge each question together to create an extra average trendline.
- The third option allows you to show an area of the margin of error on your chart (see note below).
- Check this box when you want to see a line plotted based on the average value from the merge results.
Note: The margin of error represents the maximum amount by which the sample results are expected to differ from those of the actual population. It takes into consideration the amount of feedback items collected in each data point and how much they differ from each other to estimate with a 95% confidence interval what the real score would be if you’d have asked the whole population.
The less feedback items you have for a data point, the larger the area the margin of error will be represented on the chart. The more feedback items you have for a data point, the smaller the area the margin of error will be represented on the chart.
We do not provide a margin of error for data points that have less than 30 feedback items.
2. Single Score
Single Score gives you the opportunity to visualize your data as a single score, thus enabling you to focus on your key metrics over a specific period of time and compare it with your last period.
Editing your chart
Tip: Both administrators and users are able to edit and delete any chart within a workspace they have access to.
From the chart's overview page you can easily make changes to your chart by changing the visualization type, adding or removing survey responses, renaming the chart or deleting it.
Tip: If you have any questions, you can always reach out to Support to discuss your Usabilla Workspaces queries.