Tailor-made (Toucan Toco) dashboards

Go further in the analysis of your satisfaction data with tailor-made dashboards.

Table of contents

Overview

Benefits and use cases

Set up a tailor-made dashboard

Access a tailor-made dashboard

Share a tailor-made dashboard by email

FAQ

Overview

Tailor-made dashboards (also called "Toucan Toco dashboards") are advanced statistical representation tools, updated in real time, allowing data to be monitored or analyzed through varied visualizations. This format highlights and contextualizes your complex KPIs (calculated or weighted) with external data. It relies on novel charts for this, such as interactive maps or radar charts. The whole is entirely customized according to your brand guidelines and structured to facilitate your business management.

These dashboards are developed entirely by the SatisFactory teams via our partner Toucan Toco, as part of a specific service.

To ensure it perfectly meets your expectations, programming is always preceded by one or more needs definition workshops. Consequently, although the viewing experience in SatisFactory is identical to that of a native dashboard, editing a tailor-made Toucan Toco dashboard cannot be done autonomously.

Benefits and use cases

Designed to meet highly specific analysis needs or communication challenges, tailor-made dashboards offer a flexibility that goes beyond the standard analysis tools offered by SatisFactory. One of their major assets is the possibility to integrate contextual data from your CRM, your sales, or any other business tool.

This flexibility allows the tool to be adapted to multiple operational situations, which are generally divided into two main usage categories:

Team monitoring and animation

A true lever of engagement, this format is ideal for federating your employees on a daily basis, highlighting their efforts, and placing customer listening at the heart of your activity.

Examples of use cases:

• A TV screen tracking KPIs in the break room: display the weekly tracking of your stores' customer satisfaction in your employees' common area, cleverly cross-referencing your survey data, your Google reviews, and revenue
• A dynamic screen presenting customer verbatims in the reception area: scroll through the latest positive comments from your surveys on a screen placed in the waiting room or at the reception of a facility to showcase the professionalism of your teams and reassure customers
• A sales challenge tracking interface: present an interactive podium highlighting the best performances of salespeople or agents to broadcast incentive tracking

Strategic reporting

A strategic instrument par excellence, this format is ideal for gaining perspective on your data, cross-referencing your key indicators, and presenting a synthetic view of your performance to your management.

Examples of use cases:

• A detailed executive report for the Comex / Codir: group your satisfaction indicators (NPS, CSAT) and cross-reference them with financial data or business data on a high-end summary view, specially designed for your management meetings
• An interactive map for network management: compare at a glance the performance of your different zones, regions, or franchises thanks to customized mapping, thus facilitating benchmarking and the identification of best practices by your area managers
• A "Symmetry of Attentions" dashboard: parallel your customers' satisfaction with the engagement of your employees (eNPS) or your HR data (turnover, absenteeism) to analyze the impact of your teams' well-being on the overall customer experience

Set up a tailor-made dashboard

Programming a tailor-made dashboard constitutes a dedicated support project.

In order to precisely target your use cases and guarantee perfect complementarity with SatisFactory's native features, the design is structured around one or more workshops.

During this framing phase, you can notably request to define visibility rules and thus allow restricting access to the tailor-made dashboard to certain specific user profiles.

We invite you to contact your SatisFactory Customer Success Manager (CSM) to study the feasibility and launch the deployment of your tailor-made dashboard.

Access a tailor-made dashboard

Tailor-made dashboards are automatically displayed for the intended user profiles within the "Dashboards" tab.

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Share a tailor-made dashboard by email

Just like native dashboards, it is possible to share a tailor-made dashboard (with possible recurrence) within the "Export" tab.

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This sharing system allows you to send a direct access link to the dashboard, both to users of the platform and to external people (via their email address). To master the sharing of dashboards by email, consult our dedicated article.

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FAQ

• Does the data adapt to the perimeter of the user viewing the tailor-made dashboard?

To date, tailor-made dashboards (Toucan Toco) do not have dynamic visibility restriction on the user's analysis perimeter. They therefore display "all the data" intended.

• Is it possible to display a tailor-made dashboard only to a target audience of users?

It is perfectly possible to configure the platform to display a tailor-made dashboard only to certain specific user profiles. This specific configuration must be specified during the construction of the Toucan Toco dashboard.

• Can I modify my tailor-made dashboard completely autonomously?

The level of customization of these dashboards involves tailor-made technical development (in HTML and CSS). That is why, in order to secure the proper functioning of the interface, editing these dashboards cannot be done autonomously.

To ensure the correct feeding of your data and the maintenance of the graphical layout of the tailor-made dashboards, any structural, visual, or data-related modification requires additional technical intervention from our teams. Routine maintenance, hosting, and technical support are indeed provided by SatisFactory to guarantee the proper functioning of the existing setup, but this does not cover evolution requests.

• Do these tailor-made dashboards replace my classic dashboards on the platform?

No, tailor-made dashboards do not replace native dashboards. They complement them to allow you to go further in exploring your data or to meet a very specific display need, not natively covered by the platform.

For further assistance or to report a specific issue, please contact our Support team.