Customized Data Access
With the YourCX platform, it is possible to fully manage data access, distribution, and utilization. The platform's features allow for tailoring reporting and visualization to individual needs, enabling effective decision-making and time savings. It is also possible to set appropriate permissions for access to specific data ranges for specific colleagues, ensuring each person has access only to what is necessary. Below are key ways to distribute knowledge:
Automatic Report Generator
The report generator allows for creating detailed analyses based on available data. Features include:
Creating one-time or recurring reports.
Defining the scope of data by selecting metrics, user groups, or time periods.
Personalizing the report's appearance based on recipient groups.
Exporting results in various formats, such as PDF, Excel, or CSV, for integration with other systems.
The platform supports automatic generation of reports based on these templates, making it easy to generate hundreds of reports.
Dashboards
Interactive dashboards provide real-time data. Functionalities include:
Personalizing views according to user priorities.
Using dynamic filters for detailed data analysis.
Creating dashboards for any extensive sales network, combining data from multiple surveys or other sources.
Alerts and Notifications
The alert function allows for immediate response to specific events or changes in data. Applications include:
Notifications for exceeding set KPI thresholds.
Informing about unusual user behavior.
Automatically reporting issues to relevant teams.
Feedback Loop (Task Management)
The feedback loop feature enables closing the feedback loop by assigning tasks and monitoring their execution. Capabilities include:
Assigning tasks to team members.
Tracking progress and status.
Automatically generating reports on task execution.
Customizing data access on the YourCX platform enables easy, precise, and effective analysis and management of information. These mechanisms support real-time reporting and data analysis, leading to operational improvements.
