Understand Dashboard views and features
A guide to using the TRR Dashboard views and features.
Using dashboard filters
You can apply filters to the entire dashboard for an in-depth analysis of your results by TRR round, rating, account, or type of contact. This way, you can jump between tabs and views without having to reset the filters.
Client Overview
The first screen that loads as you open your TRR Dashboard will be Client Overview — a high-level view that shows your TRR and how it compares against previous rounds.
TRR Overview
Turn to this view for a high-level overview of your highest and lowest ratings and key themes in client feedback.
Like in Client Contact Overview, the top section of the view indicates TRR and customer response rate by accounts and contacts in the selected round.
Individual Contact Overview
In this dashboard view, you can see all contacts’ ratings for the past 7 rounds.
Comment Analysis
This dashboard view provides an in-depth analysis of the feedback received, so you can easily spot dominating themes, recurring issues, separate feedback on your relationship with the customer vs the quality of operations, and better target your response.
Theme Analysis
A high-level overview of the most frequently mentioned positive and negative themes. Use this view to understand what matters most to your customers and what elements dominate their client experience.
