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Version 3.26.0 12th December 2024

Version 3.26.0 12th December 2024

Created by Federico Delucchi
Last updated: Jan 08, 2025
5 min read

We are excited to introduce the new Dashboard module (previously Activity Page) and Action Plans (previously Assignments) !

Dashboard Page

The Activity Page has been redesigned and redone as “Dashboard”, aligning with updated designs and introducing enhanced functionality for KPI management. This new module will improve by 100x the performance of the old Activity Page.

Screenshot 2024-12-09 at 17.57.38.png

Activity chart was removed for the first iteration

Key Features of the new Dashboard

Updated Navigation

  • Activity Page is now under the new Overview navigation dropdown, along with:

    1. Dashboard

    2. Ownership

    3. Geographic

    4. Pushes

Screenshot 2024-12-09 at 17.56.40.png

  • Dynamic KPI Layout

    • Up to 3 KPIs per row.

    • Unlimited rows for additional KPIs.

    • New rows are created dynamically when a KPI exceeds 3 in the current row.

  • Interactive KPI Cards

    • Edit Icon:

      • Opens the configuration tab for the selected KPI.

    • Delete Icon:

      • Removes the KPI from the dashboard.

KPI Configuration Options

  1. KPI Type

    • Dropdown includes all KPIs of the team.

    • A navigation button links to the Custom Formula Page.

  2. Timeline

    • View over time is now fixed in the configuration.

  3. KPI Filters

    • Add multiple filters using the existing filters component.

  4. Comparison Filter

    • Checkbox enables a comparison filter input.

    • Only one filter can be added here for comparison.

New Action Plans → Old Assignments

The feature previously known as "Assignments" has been rebranded to Action Plans with updated functionality, design, and naming conventions.

Key Updates to Action Plans

1. Action Plan Creation

  • The new action plan design ensures the following:

    • Default view shows the new action plan creation screen.

    • Empty State:

      • Displays a description to guide you on creating a new action plan.

    • Filters and Scope Placement:

      • Filters and scope inputs have been relocated to the bottom of the screen.

2. Action Plans new design

  • Action Plan Name

    • Every time a new Action plan is created the name will be generated by Eureka AI

    • Name generation combines:

      • Prompt.

      • Filters applied during plan creation.

    • The name is still editable to your needs.

  • Scope and Filters:

    • Display scope and filters used to generate the result.

  • Main Actions:

    • Update Action Plan:

      • Re-triggers the action plan generation.

    • Add to Existing Report:

      • Attach the action plan to a report already created.

    • Create Report:

      • Generates a new prefilled report based on the action plan filters, and adds the Action plan in the first page.

    • See Related Responses:

      • Redirects to the Text Analysis module, displaying the responses used for the Action Plan created.

  • Date Versions Dropdown:

    • Lists all saved versions of the action plan.

  • Attributes Display

New Result Impact Calculation:

  • Impact the Action Plan has over the responses used to create the result.

  • Formula:
    Impact % = (Answers candidates for the result / Answers matching the filters) * 100

3. Auto-Saving Action Plans

  • Action Plans now auto-save upon generation.

4. New Action Plan Component Design in Reports

  • Redesigned Action Plan component in reports includes:

    • Editable Action List and Summary:

      • Entire summary and action list editable.

    • Scrollable Component:

      • Allows vertical scrolling for longer action plans.

    • Half-Page Option:

      • Compact view option for better layout management.

Actions on Topics

We’ve enhanced the usability of the Topics Table in the Text Analysis module by making topics and sub-topics more accessible and easier to manage. The new functionality introduces quick actions directly on topic and sub-topic badges, ensuring efficient workflows without needing to navigate through multiple views.

What’s New?

Quick Actions Menu on Topic Badges

  • A three-dot menu is now available on all topic and sub-topic badges within:

    • Topics Tab in Text Analysis.

    • Subtopic Tab under Individual Topic Visualization.

Available Actions

  1. Edit:

    • Opens the Edit Topic Modal, allowing you to update topic details.

  2. Add as Filter:

    • Adds the selected topic as a new filter in the Filter Modal for streamlined analysis.

  3. Create Action Plan:

    • Generates an Action plan based on the selected topic and any applied filters (Global and Text Answer filters).

  4. Delete:

    • Opens the Delete Topic Modal for removing the topic.

    • Always appears as the last option in the dropdown for consistency.

Ownership of Topics

To provide greater clarity and transparency, we’ve introduced Topic Ownership Details in the Text Analysis module. This enhancement will help you differentiate between AI-suggested topics and created by you ones, while also providing essential context about the origin of each topic.

How It Works

  1. Viewing Ownership Details:

    • Ownership details (team, user, date, and AI suggestion status) are displayed alongside each topic label in the Text Analysis module.

    • For AI-suggested topics, the label “Suggested by Eureka” is shown next to the topic name.

  2. Differentiating Topic Sources:

    • AI-Suggested Topics:

      • Automatically labeled when stored as Eureka AI-generated.

      • Appears in the topic label and tooltip.

    • Manually Created Topics:

      • These do not carry the “Suggested by Eureka” label.

  3. Icons and Visual Indicators:

    • Team and user information are complemented by icons for quick identification.

    • A date icon clarifies when the topic was created.

Thanks

  • Team Feedier