Re: Please Review: Important Medallia Update

From
Alex Hodges <ahodges@thekey.com>
To
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@homecareassistance.com>, Steve Sudberry <ssudberry@homecareassistance.com>, Pete DaCosta <peter.dacosta@thekey.com>, Amy Harris <aharris@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>, Timothy Thompson-Cook <timothy.thompsoncook@thekey.com>, Araceli Gutierrez <araceli.gutierrez@thekey.com>, Alicia Broussard <abroussard@thekey.com>, Coddye Ring-Noonan <coddye.ringnoonan@thekey.com>
CC
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
Mon, 3 Oct 2022 18:20:26 -0700
Folder
INBOX
--00000000000081fc9705ea2b4458 Content-Type: multipart/alternative; boundary="00000000000081fc9605ea2b4457" --00000000000081fc9605ea2b4457 Content-Type: text/plain; charset="UTF-8" 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 previous dashboards. > [image: image.png] > > -- > Alex Hodges > Manager Customer Experience > * Please note my email has changed: * > ahodges@thekey.com > TheKey.com > [image: TheKey] > -- Alex Hodges Manager Customer Experience * Please note my email has changed: * ahodges@thekey.com TheKey.com [image: TheKey] --00000000000081fc9605ea2b4457 Content-Type: text/html; charset="UTF-8" Content-Transfer-Enc

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