Description

Includes 3 sets of starter workflows (i.e. dashboards and side-panels) for uncovering omnichannel insights across different programs and signal types. Helps to answer questions such as "What's driving frustration/anxiety/confusion across programs? What areas should I prioritize to improve the customer experience across my business?" Provides reporting for viewing different programs and signal types in a single view. Does not require any specific programs or signal types; admins can adjust the dashboards to purpose fit existing programs on their instance.

Business Impact

• Unified Enterprise Visibility: By aggregating fragmented data into a single source of truth, the organization eliminates intelligence gaps, allowing leadership to identify systemic friction points that threaten brand integrity across all touchpoints.

• Agile Risk Mitigation: Real-time cross-channel analysis enables the immediate detection and neutralization of emerging customer grievances, preventing localized issues from scaling into broad-market reputation or revenue loss.

• Evidence-Based Capital Allocation: Through the precise identification of high-impact CX blockers, the platform ensures that operational investments are directed toward the initiatives with the highest projected ROI for customer retention and lifetime value.

Whats Included

• 3 program/signal-agnostic starter dashboards and side panels outlining different approaches/frameworks for omnichannel insights reporting

• 1: Omnichannel --> Comparative View

• 2: Omnichannel --> Layered Topic

• 3: Omnichannel --> Unified Metric

• Link to playbook outlining omnichannel reporting design foundations and technical implementation sharp corners

Pre/Post-Install Steps

Follow the steps outlined in HTML module on dashboards included in app

Effort Size

Small/Medium/Large

Document Name

Google Drive

Powerpoint

PDF

Omnichannel: Starter Reporting Playbook

Omnichannel: Starter Reporting Google Drive

N/A

Omnichannel: Starter Reporting PDF