Re: Please Review: Important Medallia Update

From
Amy Harris <aharris@thekey.com>
To
Timothy Thompson-Cook <timothy.thompsoncook@thekey.com>
CC
Alex Hodges <ahodges@thekey.com>, Timothy Thomas <tt@thekey.com>, Carol Miller <carol.miller@thekey.com>, Kim Kranwinkel <kimberly.kranwinkel@thekey.com>, Jennifer Piper <jennifer.piper@thekey.com>, Jennifer Muskat <jmuskat@thekey.com>, Jay Skypeck <jason.skypeck@homecareassistance.com>, Cathy Goffredo <catherine.goffredo@thekey.com>, Kimberly Guerci <kguerci@thekey.com>, KJ Babatid <kbabatid@thekey.com>, Claudia Hernandez <chernandez@thekey.com>, Steve Sudberry <ssudberry@thekey.com>, Pete DaCosta <peter.dacosta@thekey.com>, Will Reid <wreid@thekey.com>, Renee Anter <renee.anter@thekey.com>, Beth Ann Rosario <bethann.rosario@thekey.com>, James Buscemi <jbuscemi@thekey.com>, Triff Cook <triff@thekey.com>, James Patchett <jpatchett@thekey.com>, Araceli Gutierrez <araceli.gutierrez@thekey.com>, Alicia Broussard <abroussard@thekey.com>, Coddye Ring-Noonan <coddye.ringnoonan@thekey.com>, Angie Markwell <angie.markwell@thekey.com>, Chen Xie <chen@thekey.com>, Melissa Reyes <melissa.reyes@thekey.com>, Aileen Ruffin <aruffin@thekey.com>, Keri Thrush <kthrush@thekey.com>, Andy Feldman <afeldman@thekey.com>
Date
Tue, 4 Oct 2022 08:57:08 -0500
Folder
INBOX
--00000000000049941105ea35d7d5 Content-Type: multipart/alternative; boundary="00000000000049941005ea35d7d4" --00000000000049941005ea35d7d4 Content-Type: text/plain; charset="UTF-8" Alex, Thank you for always making this easy for us. Easy to use and easy to understand. Amy On Mon, Oct 3, 2022 at 11:42 PM Timothy Thompson-Cook wrote: > Thanks Alex. > > Tim > > On Mon, Oct 3, 2022 at 6:20 PM Alex Hodges wrote: > >> Hi, >> >> There were some changes to your dashboard today. Review and please let me >> know if you have any questions. >> >> *1. *The first section of your dashboard tells you how you are doing >> THIS QUARTER (Q4). Your scores in your dial and chart changed or went to 0. >> That's because we started a new quarter. Responses from September or >> earlier are no longer counted. >> >> *2.* A new section was added which shows your region's score's over the >> past 6 months. This will help remind you which business units historically >> have strong performance and which are your biggest opportunities. >> >> 3. I added a FAQ sheet at the very bottom and linked here >> >> . >> >> *# 1 Screenshot (How Am I Doing This Quarter)* >> [image: image.png] >> [image: image.png] >> [image: image.png] >> >> *# 2 Screenshot (Where are my biggest opportunities or strengths?)* >> [image: image.png] >> >> >> >> On Fri, Sep 23, 2022 at 1:01 PM Alex Hodges wrote: >> >>> Hi Regional Directors, >>> >>> We have made important changes to your Medallia account & dashboard. >>> Please review the changes and check out the new dashboard. Please let me >>> know if you have any questions at all! >>> >>> *Changes* >>> 1. *Your account is automatically filtered for your region's feedback* >>> in your dashboard and emailed reports. You'll only see what matters to you! >>> As a part of this change, your historical filters were removed. >>> Instructions on how to create filters are on slides 10-12 >>> >>> . >>> >>> 2. *You have a new dashboard * that >>> allows you to track progress against your Office Team NPS Goal. Your >>> dashboard automatically filters for the current quarter's results so you >>> will be looking at Q3's scores. Breakdown of the new dashboard below. >>> >>> 3. If you want to see all your client feedback, like before, you can >>> click "All Client Feedback" in the blue header. >>> >>> *Office Team NPS Dial* - Your region's Office Team NPS for the current >>> quarter is the number in the middle. Your score will increase if a client >>> rates their satisfaction with their office team a 10 or a 9. A reminder of >>> how NPS is calculated is on slide 11 >>> >>> . >>> >>> [image: image.png] >>> >>> *Business Unit Breakdown*: The Office Team NPS for each business unit >>> in your region is here. This will help you understand the strengths and >>> opportunities in your region. >>> [image: image.png] >>> >>> This shows all your recent ratings for the Office Team Satisfaction >>> Question. You can review the entire response (ratings and comments) like >>> your previo

Thread (2)