The Close the Loop Rate widget shows your Closed cases % and Followed-Up cases % on a different visualization. Great to add on Dashboards for a quick view.





How to add a widget?

To add this widget to your report go to Add Widget → Close the Loop data source → Close the Loop Rate






  • This widget has global data access restriction option
  • This widget is able to filter by drivers


Summary:

  • Option to see the rate for Closed cases and Followed Up cases.
  • Filter by loyalty to have all these metrics by separate loyalties.


Additional Settings:



Closed cases: This metric shows the percentage of all cases that are Closed vs the total amount of cases.


Followed-Up cases: This metric shows the percentage of all cases that are In Progress or Closed vs the total amount of cases.


NPS Loyalty: This setting allows you to filter on specific NPS loyalties. Surveys responses without the NPS score are currently not captured by this filter