A card allows you to view your data. This guide will walk you through how to create two different types of cards:

  • Cards - shows your data with visuals: pie charts and biggest impacts.

  • List Cards - shows your data as a list.

Which card should you use?

  • Cards - A card is used to see a combination of filters.

  • List Cards - A list card is used to see a specific filter with lots of values.

Example:

  • Cards - One card for Germany, one card for India, one card for France, etc.

  • List Cards - List of all countries.

How to create Cards and List Cards

There are 4 ways to create a card:

➡️ From the Impact Page

  1. From the Impact page, click on the blue button on the top-right-hand side of the page. This will open the filters tab.

  2. Select the filters you wish to add to your card.

  3. Click Save as.


➡️ From the Dashboard Page

  1. Click on the dashboard you wish to create a card from.

  2. This will lead you to the Dashboard page.

  3. Hover on the + button on the bottom right-hand side.

  4. Click Create card.


➡️ From Collections

Please note that only Admins can create cards from collections.

  1. On the bottom left-hand side, navigate to Settings.

  2. On the top sidebar, click Collections.

  3. Click on the 3 dots: on the right side of your collection.

  4. Click Create card in Dashboard.


➡️ From Topics

  1. From the Impact page, tick the topic(s) you wish to create a card from.

  2. Click Save as.


Once you've chosen one of the methods to create a card, fill in these fields:

Card Type 🗂️

  • Card - for a visual Card

  • List - for a List Card

Title

The name of the card e.g NPS Finland.

Dashboard

The dashboard you want the card to live on.

Date 📅

Your chosen reporting period, based on previous data metrics e.g last week, last month.

KPI metric

This feature won't impact the view on your card, but it will show on the graph at the top of the Impact page, and it will give you a view of trends for a specific time selected e.g 30 days rolling.

Goal (for Cards only)

You can set a goal number. If you reach that goal you will see green in your pie chart, if not, in red.

Top level filter (for List Cards only)

The main filter you are choosing to display your data.

Filters

Select specific filters that you wish your data to come from. Filters are essentially background data (age, ID, country, role, etc.) associated with customer feedback. This background data can also be called a Tag.

Topics

Select specific Topics that you wish your data to come from. Topics are how Lumoa organizes what your customers are talking about. Learn more.

View settings

Hover over the "i" icon to get an explanation of what some of these settings mean.

Biggest drivers

The sum of the numbers, for example, if you choose the setting topic with negative -10 and positive +40 impact scores would have a total impact of +30.

Biggest impacts

The absolute value of the numbers, for example, if you choose a topic with negative -10 and positive +40 impact scores that would have a total impact of +50.

Topic responses

Percentages of how often specific topics occur, to investigate the feedback's root cause. Learn more.

Topic responses list

Same as above but shown as a list.

Insights & Graph settings

Insights settings

You can choose between Insights by volume (phrases) and Insights by trends. Learn more.

Graph settings (Impact Page)

You can choose how to display your data on the graph on the impact page by day, month, and week.

Displaying Topics, Insights, and Bars

Main topic / Subtopic

Select whether you want top-level categories displayed on the card or a more granular view using subcategories or second-level topics. For example, "Personnel" might be a main-level topic, and "Professionalism" and "Availability" might be sub-level topics.

Show top widget

You can choose to show the Impact graph on the Impact page.

Show general topic

You can choose to show the General Topics on the Impact page.

Show insights widget

You can choose to show Insights on the Impact page.

Positive and Negative bars

Positive and Negative are available for NPS and linear scales, with Neutral also available for open ended feedback.

Score & Amount List

Score based list (for List Cards only)

Overall score of feedback associated with a specific filter for that time period.

Amount based list (for List Cards only)

Amount of feedback associated with a specific filter for that time period.

KPI display

With linear scale collections there are multiple ways to display KPI:

Show average

Default option where your KPI is displayed as an average score based on all feedback or review etc you have received. For example, if you have received 1 feedback with score 1 and one with score 5 in a 1-5 scale, your average is 3 in this case.

Show % of positive

Percentage of positive feedback. With this option, Lumoa displays the % of how many feedback you have received is positive from the total amount of feedback. You can define yourself while setting up a collection of what is threshold for negativity and positivity. Say you have chosen 1-2 scores to be negative, and 4-5 positive, then you receive 1 negative 1 neutral and 1 positive feedback. In this case, your % of positive would be 33.3%.

Show score

The score is calculated similarly to NPS: positive % of feedback - negative % of feedback = score. For example, if your positive feedback amount would be 30% and your negative feedback amount is 20.1% = the score is = 9.9 (without %).

5. You can now save your card.

  • Save: This option will overwrite the card you have on the Impact page with the one you are making.

  • Save as new: This will create a new card on your selected dashboard, and leave the original card you came to the Impact page with intact.


Cards View

Once you've created a Card, you will see:

  • Red = Positive responses

  • Green = Negative responses

  • Grey = Neutral responses

The Topic Impacts (in the example: General, App, America) shown on the card, are also visible on the Impact page. Learn more.

For Topic Responses Cards, you will see various shades of blue. You can hover on top of the color to see its meaning and statistics. The shades of blue represent how many feedback/responses have a score of 1, 2, 3, 4, and 5. On the bottom left, you will see detailed numbers of responses: positive, neutral, and negative and their percentage.

The Topic Responses (in the example below: Application, Technical Quality, Service Quality) shown on the card, are also visible on the Impact page. Learn more.

List Cards only:

Change - Depending on the time frame you selected, it will compare how the score/amount of feedback has changed. For example:
- If you choose 1 month it will compare to the previous 1 month, whereas,
- if you choose 3 months it will compare to the previous 3 months, and so on.

Count - The number of feedback for that specific filter.


Managing Created Cards

Managing individual cards

On top of a card from the Impact page, click on the : 3 dots.

You can select between these options:

  • Show info: To see what Collection a card points to, among other information.

  • Enable notifications: This will send you emails that show the activity on the card. This way, you can get notified of your data without having to log in to Lumoa. You can configure your notification settings on the Profile page.

  • Edit card: To change any of the settings for the card, such as date and dashboard.

  • Duplicate a card: To duplicate a card. You can edit one of the duplicated cards to compare the results.

  • Delete cards: To remove a card.

  • Refresh card: To pull over the most recent data. By default, cards update every night with any new data that came in, but you can also manually update it to see the most recent data within 24 hours.

Managing a group of cards

At the top right of the Dashboard page, you will also see 3 dots to move Cards and edit Dashboards. Follow this guide to learn more.

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