Overall Dashboard and KPI Bar

After you log in, TME ClearView opens to the Overall Dashboard for your user level.

The Overall Dashboard includes a KPI bar and widgets.

KPI stands for Key Performance Indicator.

For a description of dashboard widgets, see Dashboard Widgets.

KPI Bar

The KPI bar in the Overall Dashboard has the following sections:

Scores are shown as follows:

The overall score is shown in a bold black font
The small gray number to the right of the overall score shows the difference from the overall current score and the overall score from the previous time period.
A minus sign - in front of the gray number, with a red down arrow, indicates the score is lower than the previous time period. A plus sign + in front of the number, with a green up arrow, indicates the score is higher than the previous time period.
Under the Overall column, the Prospect, Purchase, and Service scores are shown for Question 1 of their respective surveys. The scores are color-coded. .
Not all report views include Purchase data.
In the (Detractor), (Passive), and (Recommenders) columns, percentages are shown in their respective colors of red, amber, and green.

Counts are shown as follows:

In the top row, the number in blue is the total number of surveys.
The icon indicates the number of phone surveys.
The icon indicates the number of web surveys.
In the Prospect, Purchase, and Service rows, counts are shown for the number of surveys for each program.

Counts are shown as follows:

In the top row, the icon indicates the number of Closed Loops closed within 48 hours.
In the top row, the icon indicates the number of New or In-Progress Closed Loops.
The icon indicates the number of Late Closed Loops.
The icon indicates the number of Closed Loops closed after 48 hours.
In the Prospect, Purchase, and Service Rows, counts are shown for the number of Closed Loops in each status.

Click any of the counts next to a status icon, and the Closed Loop List opens, listing the status of the count you clicked.

Clicking on a customer name within the Comment Stream section will direct you to the Customer History page.

Clicking on the comment bubble within the Comment Stream section will direct you to the Comment List / Search page.