Company Trends Dashboard

The Company Trends Dashboard provides Team Leaders an overview of your company's instance, showing aggregated scores and visualizing trends over time for various segments. To open the Company Trends Dashboard, click Trends in the Medallia Agent Connect navigation bar, and then click Company.

Use the filters at the top of the dashboard to adjust the scope of data displayed. If you want to receive scheduled email digests for this report, click Subscribe. For more information about report subscriptions, see Subscriptions.

Top three metrics

The top of the report shows the three Trend metrics configured for your company. For information about configuring these metrics, see Metric Configuration.

Top three metrics

The Trend metric tiles act as filters. Click any of the three tiles to see trend data for that metric in the charts below the tiles. For example, the following charts show trend data for the Star Rating score. The first chart shows trending data for overall star ratings, while the smaller charts show that same data segmented by channel and by language. Hover over any data point to see more detailed data.

Company trend data over time

Tags charts

The Tags charts show the top tags used in your tickets to help you identify trends and movement in ticket content. The Biggest Moves chart shows the tags with the biggest declines or increases in score in the specified time period. The Top and Bottom chart shows the tags associated with the interactions receiving the highest and lowest scores. Click See all tags to open the Tags summary report, which shows score data for all tags. For more information, see Summary reports.

Tags charts

Teams charts

The Teams charts show the teams who have improved or declined the most in the selected time period. These charts show the ount of responses, the selected trend metric, and a comparison of the current data with the previous time period. Click See all teams to open the Teams summary report, which shows more detailed data for each team. For more information, see Summary reports.

Most improved and most declined teams

Team Members charts

The Team Members charts show the five Team Members with the most increased and decreased performance over the selected time period. Similar to the Teams charts, the Team Members charts show the number of responses, the selected trend metric, and a comparison of the current data with the previous time period. Click See all team members to open the Team Members summary report, which shows more detailed data for each team. For more information, see Summary reports.

Most improved and most declined Team Members

Areas of Excellence and Areas of Improvement charts

The Areas of Excellence and Areas of Improvement charts show the raw count and percentage of each area during the selected time period. Click any ara to open a side panel with all of the interactions fitting that area. For more information, see Areas of Excellence and Areas of Improvement.

Areas of Excellence and Areas of Improvement

Note: The side panel shows all interactions fitting the area you click, and not just the interactions in the time period selected in the dashboard.