Using the My Insights page in the RateIt Portal
The My Insights page is what you'll see when you first log in to the RateIt Portal and is where you'll find an overview of how your CX and NPS scores are tracking overall as well as how you're tracking in certain areas.
Here's what you'll find on the insights page:
Overall CX and NPS Scores
The main scores you'll see when you first log in are your overall CX and NPS Scores. You can change your preferred date range but by default we'll show you your scores based on the past 30 days of ratings. You can as well view results from specific locations or groups and MicroSurveys
Tip: Hover your cursor over the percentages to see how many ratings have contributed to that result.
The NPS Trend graph gives you a high-level insight into how your NPS is tracking on a daily, weekly, and monthly basis. It's a great way to pick up on trends (e.g. you'll be able to see if your NPS trends down on a particular day).
Category and CX Trends
Just like the NPS Trend graph, the Category and CX Trend graphs give you a high-level insight into how your most important areas are tracking on a daily, weekly, and monthly basis. It's a great way to pick up on trends (e.g. you'll be able to see what categories needed your attention on a particular day).
CX and NPS Leaderboards
The CX and NPS Leaderboards give you a breakdown of how all of the locations you have access to rank against each other and is a great way to spot the top performers as well as pinpoint any locations who could use some attention.
Note: If you only have access to one location, the leaderboards will not be displayed.
For those of you who use a category-based questionnaire, you'll have access to the leaderboards that are associated with each of your categories (e.g. wait times, team friendliness, product range, etc.)
Note: If you only have access to one location, the leaderboard will not be displayed.
For those of you who use a multi-choice based questionnaire, you'll have access to individual breakdowns of each of the key drivers behind the scores and responses your customers give you.
The sample below shows a breakdown of the reasons why customers didn't buy anything on their visit:
Tip: You can click the Show Trends button to display the Trend Graph for each driver!
If you aren't sure which type of questionnaire your company is using, feel free to flick us an email via firstname.lastname@example.org and we'll take a look for you :)