Les tableaux de bord sont composés des indicateurs et données brutes de votre choix. Afin d'analyser vos données de manière optimale, il est essentiel d'y ajouter des filtres.
Suivez les indications suivantes pour créer les filtres dont vous avez besoin :
Ajouter un filtre
- Pour commencer, rendez-vous dans le menu latéral gauche
Analyses, puis Tableaux de bord.
- Ouvrez le tableau de bord de votre choix en cliquant sur
Editer.
- En haut à droite de la page, cliquez sur l'icône d'entonnoir :
- Plusieurs types de filtres sont alors disponibles, choisissez celui qui vous intéresse dans la liste (Campagnes, diffusions, dates, etc).
- Choisissez le nom du filtre (il s'agit du nom qui s'affichera sur votre tableau de bord). Celui-ci pourra être modifié a posteriori.
- Sélectionnez les éléments que vous souhaitez voir apparaitre dans la liste du filtre en fonction du type de filtre que vous avez choisi.
- Cliquez sur Appliquer.
- Le filtre apparait alors en haut de votre tableau de bord. Cliquez sur la petite flèche associée pour voir apparaitre les éléments de filtrage que vous avez choisi d'afficher :
Filtres disponibles
If your dashboard is made up of indicators and data coming from several different campaigns, it is essential to be able to select which campaigns are displayed.
A distribution corresponds to the process of deploying a questionnaire across different media to solicit respondents and obtain responses. Filtering survey data by distribution helps analyze the effectiveness of each collection channel (email, website, etc.) and better understand respondent profiles, which helps optimize distribution strategy and interpret results more accurately.
A feedback is a response collected as part of a campaign, often used to assess user experience or opinions. Filtering by feedback allows you to analyze and categorize responses according to specific criteria, such as satisfaction or detailed comments, to better understand the strengths and areas for improvement of an experience or a product. This helps identify trends and personalize future actions based on user feedback.
Filtering by date or period allows you to analyze how responses evolve over time, identify seasonal trends or variations linked to specific events, and assess the impact of certain actions or changes on the results obtained. This helps you better understand the time context of feedback and adapt strategies accordingly.
Attributes are data you already have before launching your surveys. They correspond to contextual data or information automatically associated with each response collected when a questionnaire is distributed. Filtering by attribute allows you to analyze responses based on specific contextual information (such as region, product type, or email) to refine results and obtain more precise insights. It also makes it possible to tailor analyses to different criteria of interest, customize reports, and ensure consistency with the company's internal data.
Segments correspond to a specific grouping of attributes. A segment allows you to define a population of respondents associated with one or more campaigns. Filtering by segment therefore allows you to analyze responses based on specific groups of respondents, created according to defined criteria.
Filtering by platform allows you to analyze responses based on the device used by respondents (tablet, mobile, computer), which helps you understand how the user experience varies depending on the device. This makes it possible to optimize interfaces and distribution strategies based on user preferences and behaviors on each type of platform.
A flag identifies a respondent profile matching several conditions predefined in your questionnaire. The purpose of a flag is to segment the respondent population in your statistics by highlighting a typical behavior (detractor, satisfied, etc.). Filtering by flag therefore allows you to categorize respondents based on specific behaviors or characteristics identified during the questionnaire (for example, satisfied or dissatisfied).
The Closed Loop feature allows you to respond directly to feedback by initiating personalized actions for each response (for example, resolving an issue or thanking a customer). Adding a Closed Loop filter to your dashboard helps you quickly track the actions to take, or the people you have already responded to, in order to improve the customer experience in real time.
A classification tree is a hierarchical structure used for semantic analysis. It allows verbatims to be organized into thematic categories, making it easier to understand, automatically categorize, and extract relevant information.
You must add this filter to your dashboard before you can use the filters below.
This filter is available if you have activated the Verbatim Analysis option, which automatically analyzes your respondents' text responses.
Once you have selected a classification tree, you will be able to filter verbatims across three levels:
- Category
- Subcategory
- Sub-subcategory
Semantic analysis is available for raw data only.
This filter is also available if you have activated the Verbatim Analysis option.
Once a classification tree has been selected, you will be able to filter verbatims based on the detected sentiment:
- Positive
- Negative
- Neutral
Semantic analysis is available for raw data only.
Modifier un filtre
- Rendez-vous dans le menu latéral gauche
- Ouvrez le tableau de bord de votre choix en cliquant sur
- Si des filtres ont déjà été ajoutés à votre tableau de bord, ceux-ci se trouveront tout en haut de ce dernier. Avec votre souris, survolez le filtre de votre choix, puis cliquez sur l'icône crayon
- Sélectionnez ou désélectionnez les éléments que vous souhaitez voir apparaitre dans la liste de votre filtre, puis cliquez sur Appliquer.
Supprimer un filtre
- Rendez-vous dans le menu latéral gauche
- Ouvrez le tableau de bord de votre choix en cliquant sur
- Survolez le filtre de votre choix, puis cliquez sur l'icône
pour le supprimer.