Target & Variance Reporting (Studio)
Suite
Customer Experience
Product
Qualtrics
What's on this page
About Target and Variance Reporting
Target and variance reporting can help you quantify how each level of your organization stacks up to its targets and how these targets vary in comparison to the actual KPIs. To leverage target and variance reporting, you need to:
- Activate and publish your organization hierarchy.
- Define a target metric for organization levels via the enrichment parameters.
- Define a variance metric via the Custom Math metric.
- Group data by your organization hierarchy in the table widget settings. (See the next section.)
When all of these conditions are met, you will be able to use both the target metric and the variance metric as widget calculations.
Setting up a Table Widget With Target and Variance Calculations
Attention: This action requires a Manage Settings permission.
Attention: The organization hierarchy must be published and synchronized with the content provider that hosts your data. Your Discover representative can help configure the publication of the organization hierarchies.
Expand the actions menu at the top-right of the table widget.
Select Edit.
To use target and variance metrics as calculations, you need to group data by the corresponding organization hierarchy. Click the plus ( + ) icon next to Organization Hierarchy in the Groupings section.
Click the organization hierarchy to move it to Applied Groupings.
Click the plus ( + ) icon to expand the Organization Hierarchy Metrics option in Calculations.
Click the target and variance calculations that you wish to use in the widget from the available options:
- Target Effort
- Target NPS
- Target Sentiment
The target and variance calculations will appear in the Applied Calculations section.
Qtip: You can further enhance a report by enabling peer and parent reporting for it.
Click Ok.
Click Save at the upper-right of the dashboard.
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