Closed Loop Summary

To view the Closed Loop Summary report click Menu, and under Fix It, click Closed Loop Summary.

The Closed Loop Summary report includes a KPI Bar, and five widgets. The KPI bar is the same as that of the other dashboard KPI bars. For example, see the Overall Dashboard KPI bar.

The report also includes programs tabs. Although the same widgets are shown in every program view, the survey data is specific to each program.

To navigate, perform tasks, and access information in the Closed Loop Summary report, do any of the following:

This widget	Provides this information and actions
Closed Loop Efficiency	A line and bar graph in which the bars show the monthly number and percentages of each Closed Loop status, over a six-month period. The line graph indicates the total number of Closed Loops generated for the month, and includes all statuses. The left side of the graph shows percentages, and the right side shows counts. To filter your view by status, click a status icon from the row of icons at the bottom of the graph. For example, click for Late . The bar graph displays Late Closed Loops. Hover over each bar or point of the line graph to see a tip window that shows the counts and percentages of Closed Loops for each status. Click the widget title or points in the line graph, and the Closed Loop List opens showing Closed Loops in all statuses. Click a bar graph, and the Closed Loop List shows Closed Loops corresponding to the status of the bar you clicked.
Closed Loop	A color-coded circle graph shows percentages of Closed Loops, and shows the KPI percentage and count in the center of the circle. Hover over a colored section to see a tip window that shows the number of Closed Loops and their time frame. Click a colored section of the graph, and the Closed Loop List report opens filtered by the section you clicked. Click the widget title or the blue count number inside the graph and the Closed Loop List report opens showing all Closed Loop statuses.
Top/Bottom Performers	Shows the top five and bottom five dealers based on the number of closed loop alerts. It also shows the average time to close Closed Loops for each dealer. For detail, click a dealer's name, and the Organization Summary report opens, showing the dealer you selected. Click the widget title and the Organization Summary report opens.
Closed Loop Reasons and Escalations	A bar graph shows the ratio of Closed Loops divided between the dealer and NMSC. The graph includes only the number of escalated Closed Loops whether at the NMSC or dealer level. Click the toggle bar to select the top five Closed Loop reasons for either NMSC or the dealer. The top five reason for Closed Loops are are shown with counts and percentages. Click a reason, and the Closed Loop List report opens to the reason you selected. Click the widget title and the Closed Loop List opens.
Top 5 Product Closed Loop Reasons	A list shows the top five reasons for Closed Loops related to a product, and provides counts and percentages. A reason is considered product-related when a Closed Loop is opened, and Product is selected as the Type. Click a reason, and the Closed Loop List report opens to the reason you selected. Click the widget title and the Closed Loop List opens.