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Dashlet : Recent Feedback

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What is it?

The Recent Feedback dashlet within TruVoice is designed to provide users with real-time monitoring capabilities for feedback received. It functions as a feed that displays incoming feedback without any filters applied, showcasing feedback entries in chronological order with the most recent at the top.

Glossary

  • Dashlet: A self-contained data visualization that is accessible on the homepage dashboard of TruVoice.
  • Filters: Criteria applied to refine the feedback displayed in the feed, allowing users to focus on specific profiles or feedback entries.

Key Benefits

  • Real-time Monitoring: Users can monitor recent feedback as it comes in, gaining immediate insights into customer sentiment and interactions.
  • Chronological Order: Feedback entries are displayed in the order they are received, ensuring users stay updated with the latest feedback.
  • Customizable Filters: Users have the flexibility to apply filters based on various criteria, enabling tailored views of the feedback feed.
  • Efficient Navigation: The feature provides quick access to specific profiles or feedback entries, enhancing user productivity and responsiveness.

Navigation

The Recent Feedback dashlet is found on the Dashboard homepage, if prescribed to that role, or manually added. Click on Add Dashlet

 

Click to Insert Recent Feedback

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Once accessed, users can utilize the dashlet to view incoming feedback entries, apply filters, and navigate to specific profiles or feedback details as needed. 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The links for Account, Sales Reps, and View All Feedback provide a way to drill deeper into the data to the modules feeding the dashlet.

By default the profiles will be displayed chronologically, subject to any filters.

Click on any account navigates to its Profile view

Recent Feedback Dashlet Actions: 

Help: To navigate to helpdesk document.

Edit: To edit the dashlet settings

Remove: To delete the dashlet.

Navigation to Feedback Profiles

Click on View All Feedback to navigate to Feedback Profiles module

Example Use Cases

  • Program Administration: Program administrators can utilize the Recent Feedback to maintain a real-time view of incoming feedback across various profiles. By applying filters, administrators can efficiently identify and address specific feedback entries or profiles.
  • Sales Representatives: Sales reps can leverage the feature to focus on recent wins or losses, helping them prioritize follow-up actions and understand customer sentiments. By applying filters for wins or losses, sales reps can quickly access relevant feedback entries.
  • Competitive Intelligence: Users involved in competitive intelligence can set up filters to monitor feedback related to specific competitors. By filtering feedback entries based on competitor names or keywords, users can gather insights into market perceptions and competitive positioning.
  • Product Management: Product managers can use the Recent Feedback to monitor feedback related to specific products or features. By applying filters for product names or categories, product managers can stay informed about customer experiences and prioritize product improvements.
  • Team Collaboration: Teams can collaborate effectively by sharing predefined filter configurations. By distributing filter settings to team members, organizations can ensure consistent monitoring of relevant feedback categories across the team.

 

 

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