Use Case: Create a Dashboard Linking to the Visit Browser

This is for:

Business Analyst System Administrator

You can use the Reports (platform-ca | platform-eu | platform-au) page of the Coveo Administration Console to create a custom dashboard that shows the case deflection trend inside your Coveo organization and links to the Visit Browser (platform-ca | platform-eu | platform-au) page to analyze visits where cases weren’t deflected.

Example

In the BestTech Organization, the caseCreate custom event value corresponds to a customer clicking Create Case, and cancel custom event value corresponds to a customer clicking I found a solution!. When customers don’t open a support case after finding a solution by themselves on an organization website, it’s called a case deflection.

SF-CaseDeflectionEx

By analyzing the exact queries that precede a case creation and browsing the user visits in which they were performed, an analytics manager can add content (such as Knowledge Base articles) to the website of their organization to improve case deflection and customer satisfaction (see Report on Queries That Surrounded a Custom Event). Once all the necessary changes are made, the analytics manager can assess if they impacted the case deflection trend. This article covers a way to do just that and describes one of the infinite possibilities you can achieve with custom dashboards.

Before building this particular dashboard, you should get familiar with the custom dashboard and Visit Browser features.

Add a Dashboard

Dashboards are divided into sections that can each contain any usage analytics cards available in the Coveo Administration Console.

Add a dashboard to analyze the trends inside your organization.

  1. On the Reports (platform-ca | platform-eu | platform-au) page of the Administration Console, click Add, and then select Blank Dashboard.

  2. In the dashboard panel, enter a dashboard title, for example Case Deflection.

  3. Enter a dashboard description that reflects its purposes.

    Example

    This dashboard is used to monitor case deflection on BestTech’s online community.

  4. Click the time span on the right to select the time period for which you want to review the case deflection trend.

  5. Click Save.

    Admin-CustomDashboardUseCase9

  6. Now that the dashboard is created, click Edit to add a section and cards.

Add a Case Deflection Section and Cards

Dashboards contain sections in order to store cards and separate the dashboard’s different purposes.

  1. Enter a section title, for example, Case Deflections.

Now that the section title is created, you can add the necessary cards:

Add a Metric Time Series for Case Deflections

Add a time series that only shows the number of deflected cases in your organization over time.

  1. In the Cases deflected section, click Add card to section.

  2. In the Add a card panel, select Metric Time Series.

  3. In the Add a Metric Time Series Card panel, enter a card title, for example, Top items viewed during visits that resulted in a case deflection.

  4. Under Metrics, select All.

  5. Type Custom Event Count to locate the required metric, or select Custom Event Count by scrolling the list of available metrics.

  6. In the Advanced Settings section:

    1. Add the following filters: Event Type is caseDeflection and Custom Event Value is cancel.

    2. (Optional) Under Options, select Display trend data or Display metric data.

    3. Under Data Display, select Line.

    4. Under Create a relation using, select Visit.

      metric-time-series-card

  7. Click Add card.

  8. Resize the graph to be able to see Average and Peak.

Add a Table for Items Viewed During a Case Deflection

Add a table that shows the viewed items which helped the user and they didn’t need to create a case.

  1. In the Cases deflected section, click Add card to section.

  2. In the Add a Card panel, select Table.

  3. In the Add a Table card panel, enter a card title.

  4. Under Dimensions, select All.

    1. In the search box, type Document Title to locate the required metric, or select Document Title by scrolling the list.

    2. In the search box, type Custom Event Count to locate the required metric, or select Custom Event Count by scrolling the list.

  5. In the Advanced Settings section:

    1. Add the following filters: Document Title is not n/a and Event Value (Custom Event) is cancel.

    2. (Optional) Under Options, select Display trend data.

    3. Under Sort Direction, select Descending.

    4. Under Create a relation using, select Visit.

  6. Click Add Card.

Add a Table for Submitted Queries

Add a table that shows the queries that were submitted during a visit where a case deflection occurred.

  1. In the Cases deflected section, click Add card to section.

  2. In the Add a Card dialog, select Table.

  3. In the Add a Table card panel, enter a card title.

  4. Under Dimension:

    1. Select All.

    2. In the search box, type User Query to locate the required metric, or select User Query by scrolling the list.

  5. Under Metrics:

    1. Select All.

    2. In the search box, type Custom Event Count to locate the required metric, or select Custom Event Count by scrolling the list.

  6. In the Advanced Settings section:

    1. Add the following filter: User Query is not blank or n/a.

    2. (Optional) Under Option, select Display trend data.

    3. Under Sort Direction, select Descending.

    4. Under Create a relation using, select Visit.

  7. Click Add Card.

Add an Items Viewed Metrics Card

Create a metrics card that shows the number of items viewed in a visit in which a case was deflected.

  1. In the Cases deflected section, click Add card to section.

  2. In the Add a Card dialog, select Metric to create a metrics card that shows the number of items viewed in a visit in which a case was deflected.

  3. In the Add a Metric Card dialog, enter a card title.

  4. Under Metric:

    1. Select All.

    2. In the search box, type Click Event Count to locate the required metric, or select Click Event Count by scrolling the list.

  5. In the Advanced Settings section:

    1. Add the following filter: Custom Event Value is cancel.

    2. (Optional) Under Option, select Display trend data.

    3. Under Create a relation using, select Visit.

  6. Click Add Card.

Add a Submitted Queries Metric Card

Create a metrics card that shows the number of queries submitted in a visit in which a case was deflected.

  1. In the Cases deflected section, click Add card to section.

  2. In the Add a Card dialog, select Metric.

  3. In the Add a Metric Card dialog, enter a card title.

  4. Under Metric:

    1. Select All.

    2. In the search box, type Search Event Count to locate the required metric, or select Search Event Count by scrolling the list.

  5. In the Advanced Settings section:

    1. Add the following filter: Custom Event Value is cancel.

    2. (Optional) Under Option, select Display trend data.

    3. Under Create a relation using, select Last search.

  6. Click Add Card.

Add a Case Creation Section

  1. Create a new section below the previous one by entering the section title Case Creation.

Now that the section title is created, you can add the necessary cards:

Add a Metric Time Series for Case Creation

Create a time series that shows the number of created cases in your organization over time.

  1. In the Case Creation section, click Add card to section.

  2. In the Add a card panel, select Metric Time Series.

  3. In the Add a Metric Time Series Card, enter a card title.

  4. Under Metrics, select All.

  5. Type Custom Event Count to locate the required metric, or select Custom Event Count by scrolling the list.

  6. In the Advanced Settings section:

    1. Add the following filter: Event Type is all.

    2. Add the following filter: Custom Event Value is caseCreate.

    3. (Optional) Under Option, select Display trend data.

    4. Under Data Display, select Line.

    5. Under Create a relation using, select Visit.

  7. Click Add card.

  8. Resize the graph to be able to see Average and Peak.

  9. Select Day from the available time intervals on the graph.

Add a Table for Submitted Queries During a Case Creation

Add a table that shows the queries that were submitted the most during a visit where a case creation occurred.

  1. In the Cases Creation section, click Add card to section.

  2. In the Add a Card dialog, select Table.

  3. In the Add a Table card panel, enter a card title.

  4. Under Dimension:

    1. Select All.

    2. In the search box, type User Query to locate the required metric, or select User Query by scrolling the list.

  5. Under Metrics:

    1. Select All.

    2. In the search box, type Custom Event Count to locate the required metric, or select Custom Event Count by scrolling the list.

    3. In the same search box, type Unique User ID to locate the required metric, or select Unique User ID by scrolling the list.

  6. In the Advanced Settings section:

    1. Add the following filters: Custom Event Value is caseCreate and User Query is not blank or n/a.

    2. In Value Destination Link, add the following URL and complete the date interval (start date and end date) parameter in dd-mm-yyyy format:

      https://plaform.cloud.coveo.com/#usage/visit?from=,<StartDate>&to=<EndDate>&f=%28customEventType%3D%3D%27Search%27%29AND%28queryexpression%3D~%27{value}%27%29&f=%28customevent.value%21%3Dnull%29AND%28customeventvalue%3D%3D%27caseCreate%27%29

      Note

      Clicking a table value opens the Visit Browser with the following two filters:

      Admin-CustomDashboardUseCase9

      where {value} is replaced with the clicked value in the table, allowing you to browse every user visits that match these two criteria.

    3. (Optional) Under Option, select Display trend data.

    4. Under Sort Direction, select Ascending.

    5. Under Create a relation using, select Last search.

  7. Click Add Card.

  8. Click Save to save the dashboard.

    Example

    By looking at the Top user queries during visits for which a case was deflected table, it would be a good idea to ensure that the BestTech online community website provides a user guide for all Bravia TV versions.

Required privileges

The following table indicates the required privileges to view and edit dashboards from the Reports (platform-ca | platform-eu | platform-au) page and associated panels (see Manage privileges and Privilege reference).

Note

Access to dashboards or part of their content may be further restricted as a function of the member (see Manage access to reports and Manage permission filters).
Action Service - Domain Required access level

View dashboards

Analytics - Analytics data
Analytics - Dimensions
Analytics - Named filters
Analytics - Permission filters
Analytics - Reports
Organization - Organization

View

Edit dashboards

Analytics - Analytics data
Analytics - Dimensions
Analytics - Named filters
Analytics - Permission filters
Organization - Organization

View

Analytics - Data exports
Analytics - Reports

Edit

Analytics - Administrate

Allowed