Getting Started with Alchemer Dashboard

0:00
All right, welcome, everybody.

0:02
We’ll get started here in just a couple seconds.

0:07
We’ll give everybody a little bit of time to join, but super excited to be here while we’re waiting.

0:15
Was just reflecting on the cold.

0:18
It’s so freezing out there.

0:20
Almost as cold as South Dakota where you’re from, Kelsey, almost as cold as South Dakota.

0:26
But you know what?

0:27
I still went out to run this weekend.

0:30
Are you dead?

0:31
I did.

0:32
Oh, we stayed.

0:33
We stayed inside most of the weekend, and kids were not interested in braving the cold.

0:41
Yeah, that’s fair.

0:42
There wasn’t even much snow to make it fun.

0:45
No, we finally got some snow yesterday, but it’s that fluffy snow.

0:50
I I always like it when it’s this cold.

0:52
I can go out there and broom it away instead of having the shovel.

0:56
I have this giant push broom and I just push it off the off the driveway Mark.

1:02
Yeah.

1:04
All right.

1:05
I think we’ll get started.

1:07
Welcome, everybody.

1:08
We’re so excited.

1:11
This is one of those webinars where I’ve been thinking about this forever and and super excited to finally share it with everyone.

1:21
With me, I have Kelsey Betch, our resident PhD.

1:26
She’s our senior analytics product manager.

1:30
Lots of background in BI and analytics and digging into data.

1:35
So I was super excited to share her her expertise.

1:39
I’m Peter Zeidel, I’m the VP of Product here.

1:41
I’ve been here for four years and that’s about how long we’ve been talking about Dashboard and we’ve been building out all of these great capabilities.

1:49
So it’s super excited to finally be able to share it with everyone.

1:54
Just a little bit of housekeeping before we get started.

1:58
As you probably have noticed by now, you’re all muted.

2:02
So please ask any questions in the Q&A box.

2:05
We will answer those at the end and then we’ll send off a recording after the fact to so you have it for your records and you can review any questions that you may have, but let’s get started.

2:23
All right, So what we’re going to do today is talk through a few things.

2:28
We’ll give you an introduction of why we’ve built Dashboard to give you some of that background, talk about some of the requests that we’ve had, then go through some use cases to really bring it home.

2:41
And then probably the whole reason everybody’s here is actually do a demo and show off all those exciting new features and all of that exciting new functionality.

2:50
And like I mentioned, we’ll then end with some Q&A and answer any of your questions.

2:55
So super excited.

3:00
All right, so as we’ve mentioned, we’ve we’ve been talking working through this for a while.

3:08
Like I said when I first started here, this was the number one request we, we’ve been figuring out how to do it.

3:17
Hearing all of this feedback this, this quote that we put up on the screen is a really great representative sample of, of things that we’ve been hearing right.

3:27
It’s we like your reporting features, there’s a lot of ways to analyze feedback, but I want to really bring it together at a, at a whole level.

3:38
So we’re excited to have a fully featured dashboard and analytics tool.

3:43
But Kelsey, do you want to speak a little bit to why else we built dashboard?

3:50
What else does it do for us?

3:51
What have we been hearing from customers?

3:54
Yeah, absolutely.

3:55
I mean, speaking as somebody who’s got a lot of data analysis in my background, I really recognize myself in quotes like that about, hey, I build these big slide decks, but I have to pull a whole bunch of things together.

4:08
I’m working in Excel.

4:10
And So what I really like about Alkamar Dashboard is it’s helping us do all of that in one place.

4:17
I mean, that’s the first thing, right?

4:19
Pull all of that data into one place.

4:24
This is really cool.

4:26
Oh, sorry, Peter.

4:27
Yeah, no.

4:27
So you know, I think I mentioned the reporting tool earlier.

4:32
How is this different?

4:33
What does it do for us that we haven’t been able to do before?

4:36
And I think you already transitioned to the slide.

4:39
Yeah, sorry.

4:41
But I think that is one of the most exciting things with survey.

4:44
We’ve got access to all of the questions that you’re asking in the survey, but also all of that metadata that you might be pulling in through your work flows through all of those hidden value actions and things like that.

4:56
And so really centralizing it is something that is very, very new for Alkimer and a very powerful thing that we’re adding to the product portfolio.

5:07
Cool.

5:07
So, yeah, there’s a lot on the screen.

5:09
What are what are some of the big features that you’re excited about?

5:12
Tell us about like those blue boxes I think that are all about AI.

5:17
Yeah, I’ll, I’ll get to.

5:19
I mean, the AISF is really, really powerful.

5:22
I have never interacted with another agent that understood the context of my survey data the way that the AI inside of Elkamore dashboard does.

5:33
And so I’ll, I’ll give a little sneak peek of that later.

5:36
But it really is able to analyze some of those business questions and then help me get answers without needing to be the data scientist.

5:46
That’s really, really great.

5:48
And then it goes a step beyond that where it actually will help predict and forecast what things might be happening in the in the future.

5:56
And so that’s really great if you have the AI package.

6:00
But even if you don’t, you get some of those benefits like streamlining your work and removing bottlenecks just by the native alerts and the interactivity of the dashboards really help people come in and explore and find the story behind the data without needing to go back to an analyst and follow up on every one of their little questions.

6:25
So it does help to share and to share in a way that people can self-serve and answer their own questions.

6:34
Yeah, this is great.

6:35
I, you know, we, we’ve been doing a beta with a few different customers and I think we’ve gotten some quotes where, you know what, I know I can go to my analytics team and get some of this information, but it’s so exciting to be able to actually pull some of this data on my own, dive into it and, and see it visualize in such pretty charts and graphs.

6:55
And so, yeah, I think this is going to change the way people work with Alkamer data.

7:01
And I’m, I’m super excited to show it off.

7:04
But before we do, let’s talk, let’s, let’s bring it home a little bit, right?

7:08
Because there’s a lot of great features here and there are just so many use cases for a dashboard product like this.

7:15
So let’s make it real.

7:16
What are some some of the things we’ve heard from customers on how they’re going to use this product?

7:22
I mean, top of mind, all of those CX teams, those folks who are analyzing, keeping track, making sure that their customers are having really good experiences with their businesses.

7:33
So they might be building dashboards to help them track CSAT scores and NPS trends.

7:39
We’ve gotten feedback from folks in marketing wanting to track the status of their campaigns and maybe there’s sentiment as that’s coming through.

7:49
Operations is a bit newer for us, but we’ve had folks say this is great for helping me monitor things like maybe I have a multi location business.

7:57
This really helps me analyze just one location at a time and understand how that might be different than other locations in my business.

8:07
Support teams.

8:08
That’s something that I’ve been working even internally with our own support teams.

8:12
How might we leverage a dashboard to help them understand the efficacy of their teams and make sure that they’re meeting their satisfaction goals?

8:24
Product team, of course, I think this is great because it tells me all the product features that are doing well, all the product features that are maybe not doing so well, and that helps me make decisions to put new features into the product and the ones that are really going to have an impact with our customers.

8:42
And I think something that we haven’t really talked about yet is the fact that you can share dashboards and you can share them up the chain to all of those executives who might be asking, hey, what’s happening in the business.

8:56
I need to keep track of this, give it to me in a way that it’s always at my fingertips and I understand that the data is up to date and I can have that overarching view of my business.

9:07
And so I’m sure there are some of you out there who have other ideas and say, I don’t fit into one of these sixteenths.

9:13
That’s absolutely fine.

9:15
The fact that dashboards are so flexible means that if you can collect that data, you can put it on this dashboard and it will have all of that great granularity and that richness and that storytelling that you might be needing from a from a dashboard.

9:33
Yeah, for sure.

9:33
I’m super pumped to actually track the launch of the dashboard within the dashboard product, right?

9:39
I think we’re, we’re starting to see some of that, that usage analytics and some of that great kind of view into how people are using the product.

9:50
And so, yeah, there’s, there’s a lot of power in there for sure.

9:54
One thing kind of that jumps out at me with all of these use cases, you know, they, a lot of them seem like they would require data other than survey.

10:04
Is is that included in this dashboard product?

10:07
Can you talk to us a little bit about how do I get that other rich data to really make dashboards more powerful?

10:14
Yeah, absolutely.

10:17
Right now for our launch, all of the data that is currently housed in your survey product will flow into Dashboard.

10:24
There isn’t the ability to plug in a random data source.

10:28
Oh, hey, I have a snowflake.

10:29
Kelsey, can I plug in my Snowflake?

10:32
No, you can’t.

10:33
But if you haven’t, you should check out our integrations and all of our workflow capability.

10:38
And that’s a really great way to pull that data from your other data stores.

10:43
Maybe it’s your CRM, something like that.

10:46
Pull that into Elkamer Survey and once it’s in Survey, you can then access that in Dashboard for sure.

10:53
We have a lot of great use cases there.

10:55
I think there’s probably a webinar about that somewhere.

10:57
And so yeah, definitely check that out.

11:01
I think you mentioned executives and you can kind of share with people.

11:05
Can you talk a little bit about that?

11:07
How do we share who has access to these dashboards?

11:11
Absolutely.

11:12
So, so think about all of the people that have access to Alchemer survey.

11:17
Those are the folks who are going to have access to an interactive dashboard.

11:21
And that is a little bit role controlled, right?

11:23
We have the concept of somebody who can create dashboards and somebody who just views dashboards that other people have created for them, and that’ll align with the roles that you’ve assigned them inside of your survey product.

11:37
If you would like to share a static version of a dashboard with somebody who does not have an Alchemer survey license, you can easily download and customize APDF and use that as a distribution method to somebody who may not be able to log into the survey platform.

11:54
Awesome.

11:54
That’s fantastic.

11:56
All right.

11:56
I think that’s all of my questions for use cases.

11:59
I think let’s do it.

12:00
Let’s let’s show off the product.

12:02
That’s what I already did.

12:04
Yeah.

12:04
All right, OK.

12:08
We’re going to talk about Alkimer dashboard, but we are going to start an Alkimer survey and I’m going to pull this up for a couple of reasons.

12:16
First things first is that I want to just jump in and Orient you to the survey that I’m going to be demoing today.

12:24
Just give you an idea of what’s in here.

12:27
So in this instance, you know, I’ve created a survey where I’ve asked people who have come to a training, what was your experience in training today?

12:37
Ask them some basic questions.

12:38
How likely are you to recommend this?

12:40
How satisfied are you?

12:42
So you can see we’ve got standard kind of Net Promoter and customer satisfaction kinds of scores.

12:49
And then I’ve also asked just some basic and structure like who was your course instructor and maybe some demographics from those respondents.

12:58
And the other thing I want to mention while we’re here in survey is that on all of the questions, I have added a question label.

13:08
And I really like to do this because it makes it really easy for me to identify the questions and the data that I want to be using when I’m in the dashboard product.

13:20
So if you haven’t explored question labels yet, I would really encourage you to do that when you’re starting your dashboard journey.

13:28
Yeah, question labels are really cool.

13:30
We just launched that.

13:31
It lets you standardize it across your entire account.

13:34
Pick the ones that you want.

13:36
I would definitely echo what Kelsey just said.

13:39
I think it’s a super powerful feature to to really start to align your metadata across all of your surveys.

13:45
And it’s going to become even more powerful over the next couple months as we roll out more dashboard features.

13:51
Yeah, they are integral to future dashboard features.

13:56
So get in early and then you’ll have a really seamless dashboard experience as those new features roll out.

14:05
First things first, how do you get to dashboard?

14:08
There’s going to be a new nine square grid or waffle menu in the upper left hand corner.

14:14
If you click that, you will have an option for dashboard.

14:19
And I’m just going to go ahead and I’m going to open that link in a new tab for my demo purpose here because we’re going to come back to survey in just a couple minutes.

14:30
And this might take, you know, a little bit to load, but once it does, you’ll see something that looks like this.

14:38
And right now it looks empty and yours will too until you start to build up some content in the dashboard product.

14:48
And So what you need to do to get started is you need to turn that survey data into a dashboard ready data set.

14:56
And I’m going to do that by going to data and then data sources.

15:03
This is a step that you’re only going to need to take once for a survey.

15:09
What you’ll see here is a list of all of those surveys that I had access to.

15:16
I’m going to see if I can find that one dashboard training survey two.

15:22
OK.

15:23
You can see here underneath this data set column, some say view and some of them have this dash.

15:30
If it has a dash, it means you haven’t yet turned it into a data set.

15:35
And in order to do that, you just click this box on the left hand side and you say create a new data set.

15:42
And then you wait a couple of seconds.

15:45
And once that’s done, you’ll get a little pop up like that.

15:50
Wow, that’s perfect.

15:51
Look at it like that was perfectly timed right.

15:54
Yeah.

15:55
So gives me a little confirmation.

15:57
It was successfully created and now I have this view button.

16:02
So if I click that, what it’s done is it’s popped me into this data sets tab and it’s filtered it to just that one survey.

16:10
But if I remove that on this data sets tab, these are all of the different surveys that you can now start to build a chart or a dashboard from.

16:21
So if it’s on this page, you can use it.

16:27
So just to just to reiterate, data sources are all of your surveys, all of the places you’ve collected, and then data sets are things that you’re using to actually build charts and visualize, correct?

16:42
Is that the distinction?

16:44
That’s correct.

16:45
Absolutely correct.

16:46
And like I said, when you’re on the sources page, you only need to do that creation step once for a survey.

16:53
And so maybe somebody on your team has already done this step.

16:57
You might already have it as a data set.

16:59
But once you have it on this data set page, you can use it again and again and again and again.

17:04
You don’t need to babysit it.

17:07
So it’s quite possible that you only go to the sources page, you know, once a month, every time you want to bring in a new survey into Dashboard.

17:14
It’s not really a regular thing.

17:17
And then it’ll keep itself updated.

17:19
It will keep itself updated.

17:21
So if you collect a new response, all of that data will flow right through down to the charts, down to the dashboards.

17:30
If you add a new answer option to a survey, that flows through too.

17:36
If you do add a new question, you’ll have to refresh that data source.

17:42
But again, you saw how fast it was to create a data source.

17:45
It’s going to refresh in the same amount of time.

17:48
But you know, if you have set up a survey and you’re you’re happy with it and you say, yeah, I’m, I’m ready to launch this thing, that means that the survey is probably not going to change.

17:58
And therefore you’re really only going to need to create that data source once.

18:02
Perfect.

18:04
All right, you’re ready to see how to actually build a chart.

18:08
Yeah, let’s do it.

18:09
OK, I’m anxious.

18:11
I’m I’ve been waiting to click this build a chart button.

18:16
Now we’re in the chart builder and I’m going to see, if I can, I’m going to pop this into a split view and just pull this up to kind of Orient you into what you’re seeing.

18:32
You have to pick the data that you want on your chart.

18:35
This is not a new concept.

18:36
It doesn’t matter what tool you’re in.

18:37
You have to tell what kind of chart you want.

18:40
And in the chart builder, what we’ve done is we’ve organized all of the options that you have to add to your data chart in the same way as we’ve organized them in the survey.

18:52
So you can see in my survey, I had page one overall experience.

18:56
There was one question on it and it was called experience.

19:00
There’s my experience question, same thing.

19:03
Here’s page 2 where I have my NPS and CSAT scores.

19:08
And so if you’re ever wondering, hey, I wasn’t really quite sure how my data came through, you could always pull up your survey and your chart builder side by side.

19:19
Or you can click on this little label and in the description you’ll see that full question text.

19:26
That’s the full text of the question that you’ve asked.

19:30
Now remember Peter and I were saying, hey, data or question labels are super important.

19:35
This is my question label experience.

19:38
That’s going to be the main label for what I think of as data columns when you’re interacting with that data.

19:46
And so you could imagine it’s easier for me to see experience than to see how was your experience in training today.

19:54
So question labels will really help organize the data once you get into this chart building context.

20:01
Yeah, you can almost think about it like the X&Y access labels, right?

20:06
What?

20:06
What would you want to put at the bottom of the chart?

20:08
Yes, that’s a great way to think about it, Peter.

20:12
OK, I’m going to hop back to just our builder and let’s start building a chart.

20:22
So in addition to the questions, we also have a whole bunch of response metadata.

20:30
So the response ID, when was that response submitted, maybe some geolocation stuff that we’re pulling in.

20:38
All of these things are available for you to add to your chart.

20:43
And so I’m going to start very, very simple and I’m going to say show me my responses and how they responded to the experience question.

20:53
So I clicked them, they were added to this search bar and I clicked the go button and right here you can see, OK, response 88 said they had a neutral experience.

21:05
Response 110 had a positive experience.

21:09
Let’s assume that this is the chart that I want to see.

21:14
I’m going to pin it to a dashboard.

21:16
And how I do that is I click this pin option and then if you have an existing dashboard, great, add it to a dashboard.

21:24
But I want to create a new one.

21:26
I’m gonna call it new board, click the green check mark that created an empty dashboard.

21:34
And when I click this pin button, it put my first chart on to that dashboard.

21:42
Easy, super easy, but probably not really what I wanted to see.

21:49
What I probably wanted to see was tell me how many people had a neutral experience, a positive experience, and so forth.

21:58
And so there’s a really cool feature here in Dashboard.

22:02
They’re called keywords.

22:04
Up in the search bar, you can type things like count and average and min and Max and sort by and all kinds of really cool keywords.

22:15
And that changes the shape of the data.

22:18
It’s doing this count that I asked for.

22:21
And so now this is probably a lot more like what I was looking for, a bar chart indicating positive, negative, and neutral experiences for sure.

22:31
Would I use a pie chart here too?

22:34
You certainly could.

22:35
I’m, well, maybe not a pie chart, but can I sell you on a doughnut chart, Peter?

22:39
I like doughnuts.

22:40
OK, awesome, great, great, great suggestion, right?

22:45
This is going to pick kind of a default chart type, but you can change it and it’ll tell you which options are appropriate to the data type that you have.

22:55
And then if you want to do a level of customization, you have a lot of freedom there too.

23:00
So in this one, maybe I want to Add all of the data labels and see not just that they were negative, but how many responses and what percent of the responses were saying it was a negative experience.

23:13
I just clicked the data labels button and all of that populates for me right away.

23:17
Cool.

23:19
And of course, you can do all sorts of re labels.

23:30
And now I can see that board is highlighted and I’m going to go ahead and pin this second, second chart to that dashboard.

23:41
I’m going to move away from actually creating charts and I want to show you what these dashboards look like.

23:49
Here’s my new board.

23:51
I’m going to hop in to the new board and here we see, OK, I’ve got 2 charts that appear on this board.

24:01
Maybe I don’t really quite like the way this board looks like.

24:04
So I can click this…

24:06
Menu in the upper right hand corner and edit the entire dashboard.

24:11
The first thing that I’m going to do is I’m going to change the size of this widget.

24:18
Oh, maybe I’ll make it a little smaller.

24:19
That’s not a very important widget.

24:22
And I’m going to rearrange the orientation of them, right?

24:24
You can mix and match.

24:26
You can move things all around.

24:27
You can add little notes to it.

24:31
What I am actually going to demonstrate is adding a filter.

24:35
Remember all of those questions that we asked in that question, these are all available as filters that I can add at the chart or at the entire dashboard level.

24:47
And so I’m going to go ahead and I’m going to add a filter for who was the instructor of that course and apply that.

24:57
And now once I save it, you can see that this filter will apply to the entire board.

25:07
And if I look to see just just Cliff’s respondents, how did people rate their experience with Cliff?

25:14
Right.

25:14
So it’s filtered all of the data by those filters.

25:22
So dashboards super editable as well.

25:26
This is not a great dashboard to show off some of the really fun features of dashboards.

25:30
So unless Peter, you have any objection, I’m going to open up a much more fully built out dashboard.

25:41
That’s what looks pretty, seems a lot of different kind of charts really showcases a lot of the chart building opportunities that you have and it illustrates I think a really good storytelling.

25:57
Couple of things that I want to point out on this view today are these KPI style charts.

26:03
So if you want to track a metric over time, KPI charts are by far my favorite.

26:13
I like to come to to dashboards like this and just start exploring.

26:18
I can look and I can say, OK, great.

26:20
The CSAT score is at 74.

26:22
Looks like it took a little dip.

26:24
I got some other metrics here, but how do I dig in?

26:28
How do I start to look?

26:30
Maybe I’ve got questions about what’s happening in a certain geography.

26:35
So I’m going to drill down just by doing a right click on this map chart.

26:40
I’m going to say, show me the responses from the United States by their membership level.

26:46
Just like that.

26:47
I can see that, hey, it looks like my silver members in the United States are happier than my bronze members are in the United States.

26:54
Maybe that’s meaningful to me as I’m making my business decisions.

27:01
Again, you can start to see how we’ve applied a whole bunch of filters on this dashboard.

27:06
If I wanted to see all of this only from feedback that was coming through maybe my social media and my website channel, that’s as easy as clicking 2 buttons.

27:17
And everything on this dashboard will then be filtered through that lens.

27:23
And so that helps really indicate where can I get more information about the problems that might be happening or what might what this dashboard might be meant to be telling me.

27:35
That’s really neat.

27:36
Those charts load really, really fast too.

27:38
It’s awesome.

27:40
Yeah.

27:40
It’s super interactive.

27:41
I have a lot of fun in here, which I can’t always say when I’m doing a lot of data analysis.

27:48
So I would really love the interactivity here.

27:52
So, Peter, I don’t know if you have an opinion on this, but I think we should dig into some of the AI features that are on this chart for sure, especially those KPI charts.

28:03
They’re so powerful.

28:04
I, I want to see more.

28:05
What what, what can you do?

28:07
Yeah, Remember I said they were my favorite?

28:10
Here’s the reason why they’re my favorite.

28:13
They have this magical run change analysis button here.

28:18
And So what you can see just by looking at the chart is, hey, this this KPI took a dip between the last month and this month, but it doesn’t tell me what’s going on.

28:29
I click this change analysis button.

28:31
What it’s going to do is it’s going to look through all of the other data and it’s going to try to tell me what were those drivers of that change.

28:41
In this case, it pulls back and it says, hey, you know what, Mexico had a really big change between last month and this month.

28:50
That’s a great indicator.

28:52
Or maybe we can look at that membership level.

28:54
Oh, gold was really a prime driver of changing change in that overall CSAT score.

29:01
So I really love KPI charts for the change analysis that they provide.

29:08
Yeah, that’s awesome.

29:09
It kind of does all the analysis for you just with a single click.

29:13
It does.

29:14
And if you have a lot of these on the same dashboard, if you click this AI highlights button up in the corner, what it’s going to do is it’s going to run that analysis for all of those KPI charts that are on your dashboard.

29:28
And then you can just view them when you’re ready to do that.

29:35
For charts that aren’t KPI style, you also have an AI highlights button.

29:40
So if you click this more…

29:42
menu and hit AI highlights analyze, depending upon the chart type, you’ll be able to run outlier analysis or trend analysis.

29:51
And what this is going to do is, again, it’s going to look through all of those other data components that are in your survey, and it’s going to try to, in this case, you know, look for outliers amongst those options that we’ve selected.

30:07
And I’m going to close this, but you can see that’s already finished.

30:11
And if you want to see any of those results, they’ll be up here in your AI highlights tab.

30:16
Awesome.

30:21
OK, believe it or not, Peter, I showed you the hard way to build charts.

30:27
OK.

30:28
Is there an easy way?

30:29
Does that mean there’s an easy way?

30:30
I’m going to.

30:31
There is an easy way.

30:32
Yeah, there is an easy way.

30:35
So I’m hopped back over here into the overview page of dashboard and you, if you have AI highlights, which you can tell if you have this AI highlights button, but the other way you can tell it is do you see Spark?

30:55
Oh, oops.

30:56
Seems like we had a little Wi-Fi blip here in the office.

31:00
Must be that super cold weather.

31:02
But I’m glad we’re back.

31:04
Yeah, well, me too.

31:05
I’m glad we’re back because I was going to show you the easy way to create charts.

31:11
So on the overview page, if you have the advanced dashboard feature, which you’ll know if you have this AI highlights menu option at the top or if you see Spark up here at the top of the page, this is our natural language query partner, LLM, whatever you want to call it.

31:32
I just think about this as, hey, I want to talk to this in my own language.

31:39
I don’t want to be a data analyst.

31:41
I just kind of want a partner to help me understand what might be going on in my in my, in my data.

31:49
And so I’m going to make sure that I’m dealing with the right survey here.

31:57
And then I’m just going to start talking to it.

31:59
I’m going to say maybe how that satisfied our respondents.

32:13
Right.

32:14
I didn’t give it any context.

32:15
I told it, look at this data set and we’re going to see when it comes back and he says I’ll retrieve the satisfaction levels of respondents as recorded in the data set.

32:26
Holy cow, look at that.

32:28
Yeah, right.

32:30
And it looks pretty reasonable, right?

32:32
OK, I’ve got a question that I called training satisfaction that says how satisfied you with your recent training experience and it created a very reasonable looking column chart.

32:44
You know, the one thing that I noticed is these are kind of ordered weird.

32:49
It looks like maybe they’re ordered alphabetically.

32:54
So I’m going to just see if I can ask it to fix that and just say in the bar chart, sort the training satisfaction as follows, very dissatisfied, dissatisfied, neutral, satisfied and very satisfied and see if it can help Just kind of pretty that chart up a little bit.

33:19
Is it going to do it?

33:21
I think it’s Oh no, it didn’t.

33:24
We didn’t get it this way, but that’s OK because if you get something that you don’t like, you can keep talking to it or you can also hit this edit button and this will pop you into that chart builder where you can then say, actually, you know what?

33:41
I didn’t want any of this that you created.

33:45
I wanted something else.

33:46
And so maybe maybe this will get me something closer to what I want.

33:59
And then, hey, this is a great opportunity.

34:01
I wasn’t planning to show you this, but this is a really great feature.

34:10
You have the ability to add a custom sort order.

34:15
And so if you did want to then change that sort order when Spark didn’t quite get it right, you can specify what that sort order is, for example.

34:27
And this is all goofed up, but that’s how you would go in and change that manually.

34:32
Should you want to do that, that’s cool.

34:37
And again, right after you’ve created the most beautiful chart with Sparks help, you can go ahead and pin that to a dashboard or save that chart just like you would if you were in a chart editor.

34:47
So usually it’s pretty fun to interact with and usually I’m surprised at the context that it has.

34:54
It knows that things are surveys, it knows that these are responses, just some of those things.

35:00
That’s always gives me a little bit of joy when I have to do some data analysis here.

35:06
Awesome, that’s cool.

35:09
And I love this custom sort order because obviously, right, a lot of times you’ll have your numeric values, you’ll have your labels and reconciling those two is, is often difficult.

35:20
So having a custom sort order is, is pretty, pretty helpful.

35:24
And I’m sure it’s a feature that everybody’s going to use, a feature that I use.

35:29
So I hope other people do too.

35:33
Well, I think that was everything I had planned for a demo.

35:35
Peter, did I miss anything?

35:38
No, I think this was, this was an awesome demo.

35:42
I think it gives everybody a really quick way to get started.

35:46
I love Spark.

35:47
I think it’s a great way to get some start charts going.

35:51
And you know, again, we’re going to keep making it better and keep helping it understand what you’re asking.

35:57
So hopefully next time we demo, it’s going to get it perfectly right.

36:01
But it did build the right chart with very little context.

36:04
So that’s super exciting.

36:07
And again, we’re going to we’re going to keep making this better and better.

36:11
So but yeah, awesome demo, really appreciate it.

36:14
I feel like I’ve learned a few things during this this demo and hopefully everybody on the webinar did too.

36:21
And you know, I think it is looking like we are getting a ton of questions and so seems like people are super excited.

36:30
I think the first question was, hey, can I create a data set from multiple surveys, Right.

36:35
So you showed how you select a single survey from a drop down.

36:40
How do you do multiple surveys?

36:43
That is a product feature that is coming very soon.

36:48
And the way that you will do that is when you are on that data sources page where you’re selecting the survey that you want to create into a data set, You’ll simply be able to select more than one.

37:01
And once you check those two or three boxes and you say create a new data set, that’s when it will pull all of the data together from those multiple surveys that you’ve selected.

37:12
Fantastic.

37:14
Next question is if my survey collects new responses, do they appear in dashboards?

37:19
I think we covered this earlier.

37:21
The data will refresh.

37:23
Right now it’s every couple hours.

37:25
We’re going to keep making that faster and faster.

37:26
But yeah, you don’t have to do anything.

37:29
It will continue to just flow in as you’re collecting responses.

37:33
So the dashboard will be live with with your data with a little bit of a delay.

37:39
Next question looks like one maybe from a data analyst that says can I bin results from a single question to group my respondents?

37:48
Example, create a top 2 box or group NPS scores into promoters, passive and detractors.

37:55
Yes, absolutely.

37:56
We didn’t touch on this, but when you’re in the chart builder and you’re looking through that left hand panel where you see all of those things you can put on your chart.

38:07
At the top of that there’s a little plus button or an add button.

38:11
And if you click that, one of the options you can add is called a group.

38:19
And so that’s where you can open it up.

38:21
You can say I’ve got my NPS column and I want to say everybody 9 and above is a promoter, everybody 6-7 and eight is a passive, and everybody below 6 is a detractor.

38:33
So that would be called a column set.

38:36
And then once you have created that column set, it is another data element that you can add to any chart.

38:42
You can add as a filter.

38:44
You can treat it just like you would as if it was a question that came in from your survey.

38:50
That’s awesome.

38:51
I think there’s a lot of there, we’ve seen a lot of requests for top 2 box or doing, you know, the custom calculation for NPS.

38:58
So it’s awesome that you’re able to, to create those groupings in, in any way.

39:03
I think it’s a, it’s a huge request from, from our reporting suite.

39:07
So it’s awesome to see that in there.

39:10
Next question, can I use complex logic that can help sort respondents who fit into multiple categories?

39:17
For example like females over age 40?

39:20
Yes.

39:21
So assuming in this case you have one question that asks for a gender and one question that asked for an age.

39:29
One of the other options that you have in that add menu would be AI think it’s called a query set.

39:36
And there’s where you can say if the answer to question gender is female and the answer to age is over 40, they go into the older female bucket and then you can create similar buckets for, you know, young males, old males.

39:53
However, you want to group that together so that I believe is called a query set.

39:58
Cool, That’s really great.

40:00
And then I think lastly, you know, I we have a cross tab feature.

40:05
I see a question here about cross tab reports.

40:08
Is that a feature of dashboard as well?

40:11
It sure is they will.

40:14
Look a little different than they do in survey, but I think the trickiest thing is knowing that you should look for the pivot table chart type.

40:23
It’s not going to be called a cross tab, but start with the pivot table chart type and I think you’ll be able to get pretty far towards what you’re looking to see there in a in a cross tab.

40:33
Awesome.

40:33
Yeah, no, I, I think again, this is a place where all of those formulas will really help because people want various statistics, various groupings and so super exciting to be able to use all of those formulas within your crosstab and, and get the data just right.

40:53
Yeah.

40:53
And so actually, Peter, that’s, that’s another question that I don’t know if it’s come up here, but a lot of people do say, can I actually write a formula?

41:03
Can I take answers to to questions and write a formula for that?

41:08
Or can I take and create an NPS score out of my NPS categorical responses?

41:15
And yes, so also under that add button, there’s an option to add a formula and that’ll open up a little formula wizard.

41:23
And you’ve got all kinds of sequel like functions that you can add and manipulate.

41:29
And then just like the sets, they become a data element that you can add to all of your charts and filter on it and so forth.

41:39
Yeah, I think super powerful to be able to to do some math there and do some do some more analytic analysis with customer formulas.

41:50
Looks like we are getting close to the time, but I do, you know, want to ask a couple more questions here that have come through.

41:59
Is AI included in our current plan or is that an add on?

42:03
I can take this one for for most customers.

42:09
You, you get dashboards standard.

42:14
If you’re on a one of our platform products, you’re an enterprise customer, you get access to our standard dashboards.

42:20
If you want those cool AI features to really get you going faster and do that analysis and that predictive analysis, that is an add on for $5000 you can per per year, you can get all of those cool AI features added to your account.

42:38
Anything to add there, Kelsey?

42:40
No dashboards will function without the AI features, but it’s so much richer if you do have it.

42:48
So I would encourage you to consider if that’s something that might actually have value for you.

42:53
Cool.

42:56
Looks like there are.

42:56
There’s was another question about AI like once, once you do get the AI feature, are there usage limits like credits, tokens, you know the the standard way AI features are rolled out?

43:08
Nope.

43:09
We don’t want to put limits on it because we want you to use it.

43:12
We think that the value comes in using it and not in trying not to use it.

43:17
So there are no limits.

43:19
There’s no limits for number of dashboards, There’s no limits for number of AI highlights.

43:24
There’s no limits for Spark queries.

43:27
Awesome.

43:28
So unlimited once you get in, which is great.

43:31
All right, last bit, I think we got one more time for one more.

43:35
Can I connect data from multiple accounts or multiple teams into a dashboard?

43:42
Or does it happen as dashboard one data source?

43:45
Dashboard is one data source.

43:48
So right now it’s completely connected to that particular survey account.

43:53
If you did need to share data across accounts, you can use your traditional survey transfer tools or sharing tools and then you know, go about it that way.

44:03
But no, there would not be a way to say, hey, I’ve got actually 2 independent survey accounts.

44:08
Can I put them into the same dashboard but across teams?

44:14
If you’re in a single account, if you have access to multiple teams, all the surveys you have access to will be available there in that sources tab for you to select.

44:22
And to be very clear, a single dashboard can have multiple surveys in it, correct?

44:30
Yes, absolutely.

44:32
Even without needing to go with multiple surveys in one data set, you can create a a dashboard with data from 5 different surveys on it.

44:42
You just have one chart for each one of those five different surveys.

44:47
All right, I think that’s about all the time we have for today.

44:52
Kelsey, thank you so much.

44:53
This was awesome.

44:54
Love seeing the demo.

44:58
I yeah, I love the transition to this slide.

45:00
All right, this is the beginning.

45:02
All right, we’re we’re starting to talk about it.

45:04
There’s a lot of resources that are available to you.

45:07
You have a quick start guide.

45:10
We have 80 plus help articles already for getting started with Dashboard.

45:15
So a lot of things we covered if you the kind of person that likes to read there is all of that stuff is written down and really easy to follow documentation.

45:26
And then we’re rolling out E guides and kind of step by step getting started with Dashboard.

45:32
Anything else to add here before we wrap up?

45:35
Yeah, I just put in a second bug for the E guides like some of them are how do I use dashboard?

45:41
But the content here is really going to go beyond and say how do you use a dashboard to really mature whatever program you’re working in?

45:49
And so it might help you think through some of the good choices that you can make early on so that you have good data and clear goals to really make good dashboards.

46:02
And so I think before we and right, we would be remiss if we didn’t ask for your feedback.

46:09
So if you don’t mind, scan the QR code, give us some feedback.

46:14
What we’re going to be looking for here is what of this webinar was useful and what is more webinar content that you would like to see Alchemer put out?

46:23
And while you’re pulling that up, one last plug, what are three simple things that you can do to set yourself up for really great dashboards right now?

46:34
Add question labels.

46:35
There is an analogous to question labels called reporting values.

46:38
Those are super helpful.

46:40
And then add more segmentation questions than you think.

46:43
So think about how might somebody want to slice and dice this overall score and build those questions into your surveys to start with.

46:53
And then that’ll be a very, very rich source of data and answer exploration for anybody who might be using your dashboards.

47:02
Yeah, I, I definitely want to plug those segmentation questions.

47:06
It, you know that you saw in the demo how easy it is to just drill and drill down and drill down and drill down, right?

47:13
Like you see a change, you can drill down by pretty much any of those segmentation questions.

47:18
You click a button and then you see a new chart that reflects those filters or that segmentation.

47:24
So super powerful to engage and really explore your data that way.

47:29
Absolutely awesome.

47:32
Well, thank you so much.

47:33
This is this has been great.

47:37
Thanks, Peter.

47:38
Thanks everyone for joining us.