Action plan guide
Action Plans are AI-based analyses designed to help you effectively prioritize improvements. Each proposed improvement includes a Relevance Score and a Financial Impact Assessment, making it easier to implement changes that generate real value.
Generate an action plan
To generate your action plan, follow these steps:
In the navigation, click on Exploration and then Action Plan.
Add your filters (survey, satisfaction, NPS, attribute, etc.).
If needed, enter a theme to refine your search.
Click Generate.
Your action plan will be automatically saved and stored on the left side of the page
You can also generate your Action Plans from the Text Analysis page, based on a Theme
Feature details
Once the Action Plan is generated, several data points are visible:
1. Impact score
The Impact Score measures the ratio between relevant feedback (those specifically related to the user input) and all feedback returned after applying filters. It provides an overview of the importance or impact of the user's request in relation to all potentially applicable question-and-answer data.
Interpretation:
A high score (close to 100) means that most of the filtered text responses are relevant to the user's input.
A low score (close to 0) indicates that only a small proportion of the filtered text responses are relevant to the user's input
Feedback is used in the action plan only if it is relevant and actionable.
2. Relevance score per action
The Relevance Score measures the number of text responses shared between the user's query and the areas for improvement identified in the question-and-answer data. This indicator illustrates how well the user's request aligns with the targeted improvement areas.
Interpretation:
A high score indicates a significant overlap between the user's query and the targeted areas for improvement.
A low score suggests that the user's query addresses fewer existing improvement targets.
3. Approval and Rejection of Improvements
This feature allows you to track which actions you have decided to focus on. Rejected improvements will be crossed out in the user interface. They will not be included in the action plan reports and will be moved to the bottom of the list of improvements.
4. Financial impact
This feature helps you understand the monetary impact of your customers' sentiments and provides actionable recommendations to guide your strategic decisions.
✅ Financial Impact is Based on Sentiment in Text Analysis
Negative sentiment → Revenue at Risk (potential financial loss).
Positive sentiment → Revenue Opportunity (growth potential).
How to add the financial impact :
You can set the Average Customer Value (ACV) in your team's advanced settings.
The ACV must be a positive number (up to two decimal places).
A dropdown menu allows you to select the currency (USD, EUR, GBP), with EUR as the default.
Sub-teams inherit the ACV settings from their parent team unless manually modified.
5. The effort score
The Effort Score (ranging from 1 to 5) represents the system’s estimated assessment of the effort required—cost, energy, and time—to implement recommendations for each improvement area. This score is generated by an AI model that evaluates complexity and resource needs.
Interpretation:
A high score indicates that implementing the improvement requires significant resources or a considerable amount of time.
A low score suggests a simpler intervention with lower resource costs
Add your action plans to reports
Once your action plan is created, you can either:
Add it to an existing report.
Create a new report from this action plan.
Creating a report from an action plan will generate a pre-filled report that matches the filters used in your action plan.
Once in the report, you will have the same visibility on your action plan as on the 'Action Plan' page. Rejected improvements will not appear.
