The Close the Loop Score widget gives you a quick view of your case statuses. You can setup the widget to display one of the following options
- # Total Cases
- # Open Cases
- # Progress Cases
- # Closed cases
- # Followed-Up cases
- # KPI Follow-up
- # KPI Closed
Widget notes:
- This widget has global data access restriction option
- This widget is able to filter by drivers
Adding the Widget
Add the widget to your report clicking on New Widget and navigating to Widget Type or searching for Widget Name
Date/Segment Filter Setting:
- The widget comes with standard Date and Segment filter settings
- In your Segment filters drop-down you will also be able to find the Loyalty option as a standard.
- The widget allows "IS NOT" criteria in Segment filtering
Additional Setting:
- KPI: Cases followed-up: This setting allows you to configure within how many hours someone has to have followed up on a case since the survey was completed (responded).
- KPI: Cases closed: This setting allows you to configure within how many hours someone has to have closed a case since the survey was completed (responded).
- NPS Loyalty: This setting allows you to filter on specific NPS loyalties. Surveys responses without the NPS score are currently not captured by this filter
- Metric: Choose the Metric you want the widget to display from this list of options:
- # Total Cases
- # Open Cases
- # Progress Cases
- # Closed cases
- # Followed-Up cases
- # KPI Follow-up
- # KPI Closed