How can you navigate the Leadership Dashboard data on Clientshare Pulse?

Quarterly Business Reviews are all about client feedback and how you can action it. Ksenia is on hand to help you understand how to get the most out of this client feedback data and get the most out of your Clientshare Pulse experience.

Transcript:

Ksenia: Hi there. In this session, I will show you how exactly you can learn more about specific feedbacks that were submitted by specific client recipients for the accounts that you have registered in the tool. Now this option applies to those of you that have access to the senior leadership dashboard. And the first thing that you'd need to do is, of course, log in to the tool and then locate the table that you have in on the senior leadership dashboard page. Now this table will have all the accounts that you have registered in the tool.

The first thing that you have to do is locate the account that you'd like to learn more about. In my case, that would be Sony account. Next thing that I have to do is locate the review that I would like to learn more about. In my case, once I click on this tab here, I can see multiple reviews that were sent to that particular account within the 6 month period. And let me just locate this one that says q 4 2022 business review because that's the review I'd like to learn more about.

Now once I click on it, what you have to do next is go to the right of that review, and you would see the overall pulse index. Now that's, just to remind you, is the average across all the key metrics that you ask your clients to score you against, as well as the net promoter score to the right of it. Now the next thing that you need to do is locate 3 dots right next to the NPS score. And once you've clicked on those three dots, you have to select view analytics. Now the page that will pop up in front of you would show you every single recipient whether that's client or colleague recipient for that particular review for that particular account.

Now in front of us, we can see that in this instance, we had 4 recipients. All of them were clients, so all of them were able to give back some scores, and we can see individual scores given by each one of those recipients. Now, for example, if we go to Olivia Mar, and we, navigate on her poll score, it shows me a drop down of every single metric and how exactly Olivia has scored that. So that gives me an idea of the overall, metric for poll score as well as all her individual responses. And, of course, NPS is there as well.

This way, I can learn how exactly specific recipient, in this case, Olivia Mar, has scored that particular review that was sent to Sony account. Thank you very much for listening, and speak to me if you'd like to learn more.

Read more:

How to navigate the dashboard

Digital QBRs are essential for RPO enterprises

Client retention and data-driven decisions

Not yet a Clientshare customer?

Learn more about Clientshare and our software solutions for service providers here or request a demo.