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      What are the overview dashboards in Analyse?

      Learn about the default Overview Dashboards in Analyse and how they provide key insights at a glance.

      Overview Dashboards in Analyse give users a high-level summary of key data points, helping you quickly identify trends, customer sentiment, and priority mentions. These dashboards are pre-configured and provide instant insights without requiring manual setup.

      How to Access the Overview Dashboards

      1. Log in to Analyse at https://analyse.dataeq.com.
      2. Click on Reports in the left-hand navigation panel.
      3. Select the dashboard you want to view (Account Overview, Priority Conversations, or Customer Experience etc).

      Overview dashboards

      Types of Overview Dashboards in Analyse

      1. Account Overview Dashboard

      • This is the default dashboard that opens when you log into Analyse.
      • It provides metrics to help new users understand available insights.
      • The dashboard is read-only, meaning you can view but not modify it.

      2. Priority Conversations Dashboard

      • Highlights urgent customer interactions requiring attention.
      • Shows mentions categorised under:
        • Risk factors 
        • Purchase intent 
        • Cancellations 
        • Service requests 

      3. Customer Experience Dashboard

      • Provides insights into the customer journey and sentiment trends.
      • Displays mentions grouped by journey stage (new customer, current customer, churning customer, etc.)

      4. Risk Dashboard

      • Highlights mentions flagged as potential risks—such as complaints, legal threats, fraud allegations, and regulatory issues.
      • Categorises risks based on severity and topic, helping teams prioritize responses.
      • Tracks escalation trends to spot developing crises early

      5. Market Conduct Dashboard

      • Identifies mentions related to regulatory compliance, ethical conduct, and unfair practices.
      • Flags customer complaints and service failures that may indicate non-compliance.
      • Monitors industry-specific risks such as misleading advertising, unfair pricing, or financial misconduct.
      • Tracks sentiment and escalation trends to assess the impact of conduct-related issues.
      6. Social Customer Service Performance Dashboard
      • Monitors customer service-related mentions across social media and online platforms.
      • Tracks response times to customer queries, complaints, and service requests.
      • Analyses sentiment trends to gauge customer satisfaction with support interactions.
      • Identifies unresolved issues that require escalation or follow-up.

      Best Practices for Using Overview Dashboards

      • Use Overview Dashboards for quick insights before diving into deeper analysis.
      • Check dashboards daily to track urgent customer issues.
      • Duplicate the dashboards to edit them and further explore sentiment trends.