Version 3.25.0 3rd December 2024

We are excited to introduce the new KPI manager module and the correlation of attributes and topics in Reports!

Kpi Manager

The KPI Manager Module is designed to centralize the creation, management, and application of custom formulas, empowering you to tailor performance metrics according to their unique needs. Accessible via the Settings page, this new feature offers a robust interface for managing KPIs and enhances their integration across reports.

Key Features

Open

1. KPI Manager Page

• Purpose: A dedicated space to manage and organize custom formulas with ease.

• Components:

  • List View:

    • Columns:

      1. Name and Description:

         • Name and description of the formula.

      2. Formula:

         • Long formulas truncated with a tooltip to reveal the full content.

      3. Created By:

         • Displays the account of the formula creator.

      4. Created On:

         • Shows the date the formula was created.

      5. Actions:

         • Edit: Opens the formula modal with pre-filled inputs.

         • Delete: Opens a confirmation modal to delete the formula.

2. Add Formula Modal

Open

• Purpose: Simplifies the process of creating or editing custom formulas.

• Fields:

  • Name:

    • Required alphanumeric input for identifying the formula.

  • Description:

    • Optional free text input for additional context.

  • Help Link:

    • Help article with the language of the new formulas to track KPI’s.

  • Formula Input:

    • Field where you define your formula.

  • Suffix:

    • Optional text input for units or labels (e.g., %, $, etc.).

  • Format Selector:

    • Options for displaying the formula’s output (e.g., decimal, whole numbers, etc.).

• Buttons:

  • Create: Disabled until all required fields are completed.

  • Cancel: Discards input and closes the modal.

3. Integration in Reports

• Display Locations:

  • KPI Component:
    
    

    Open

    

    • Custom formulas are selectable within the component.

  • Score Table:
    
    

    Open

    

    • Formulas are displayed without deviation indications (eg. +25%) for now.

• Formula List:

  • All custom formulas from the team are available in input dropdowns.

  • Dropdown includes a “Go to Create Formula” button, redirecting you to the KPI Builder.

Attribute Correlation with Topics

Our platform is evolving to bridge the gap between Text Analysis insights and the attributes you rely on. This enhancement enables you to correlate identified topics with attribute values seamlessly, offering richer, more actionable insights.

What's New?

1. Correlation of Topics and Attributes in Reports

• Expanded Analysis Options:

  • You can now select topics or topics vs. attribute values as breakdown options on the axes in our correlation component.

  • These enhancements bring contextual relevance to the data, aligning insights with organisational attributes.

2. Topic vs. Topic Analysis

Open

• Feature:

  • Compare topics directly against other topics to identify patterns, overlaps, or divergences.

  • Limit: you can select up to 8 topics per axis for optimal clarity.

• Value:

  • Quickly identify relationships or discrepancies between key topics.

3. Topic vs. Attribute Values

Open

• Feature:

  • Compare an attribute's values against topics on the axis:

    • X-Axis: Displays selected attribute values.

    • Y-Axis: Displays selected topics (up to 8 topics).

  • Intersection:

    • Displays the number of feedbacks that share the selected topic and attribute values.

• Enhanced Displays:

  Open

  

  • Supports the four existing calculation types:

    1. Volume: Count of responses.

    2. Volume %: Proportion of responses as a percentage.

    3. Sentiment: Sentiment score.

    4. Satisfaction: Satisfaction score.

Report name generation by Eureka AI

Creating reports is now smarter and faster with the introduction of AI-powered naming suggestions. By analyzing your-inputted filters during report creation, Eureka AI generates meaningful, context-aware names for reports, reducing manual effort and improving organizational consistency.

What’s New?

Intelligent Report Naming with Eureka AI

• Dynamic Naming:

  • The system generates report names based on the filters applied during report creation.

  • Names are pre-filled in the report-saving modal, replacing the default “Untitled Report.”

• Key Benefits:

  • Saves time by auto-generating descriptive report names.

  • Ensures naming consistency across reports.

  • Improves searchability and organization.

How It Works

1. AI Integration:

   • Eureka AI evaluates filters applied in the report (e.g., survey names, segments, time periods).
     
     

     Open

     

     Report Filters

2. Pre-Filled Name:

   Open

   

   • When saving a report, the Save Modal displays the suggested report name based on the applied filters.

3. Editable Input:

   • You can modify the pre-filled name if needed while still retaining the AI’s suggestion.

Attribute filtering in Text Analysis module

On the Attribute Tab introduced in the Text Analysis page, we’ve enhanced it with a customizable filtering feature. This allows you to select the attributes most relevant to your analysis, improving focus and usability.

What’s New?

1. Attribute Input for Table Customization

• You can now filter which attributes are displayed in the attribute-topic relation table.

• By tailoring the table to your needs, you can better analyze meaningful correlations.

Open

New Attributes Filter

Open

Filtering by Working status attribute

2. Intelligent Defaults

• Favorite Attributes:

  • If the team has set favourite attributes, these will be displayed by default.

• Fallback Behavior:

  • If no favourite attributes are selected, all attributes will be shown as the default.

Thanks

• Team Feedier