Data visualization card

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：2分

    • The data visualization card provides key customer metrics with case breakdowns and customer satisfaction score.

    The following visualizations are displayed for the account, consumer, or contact record:
    • Case breakdown donut chart: Displays the total number of cases associated with the current record as a donut chart, broken down by case type (for example, Issue and Facility Issue). The total case count is shown in the center of the chart. Each segment represents a case category and is color-coded.
    • Customer Satisfaction Score (CSAT): Displays the average CSAT data for the current record as a single numeric score with a trend line based on when the data was last collected. The CSAT score is based on satisfaction surveys submitted by customers. The score displayed is the average across all surveys taken by the relevant contact for the current record:
      • Account Score is calculated from surveys taken by the account's primary contact.
      • Contact context: Score is calculated from surveys taken directly by that contact.
      • Consumer context: Score is calculated from surveys taken by the primary user associated with the consumer record.

    You can configure variables such as tables, display fields, and query conditions. See Configure the data visualization group variables for details.

    You can add custom visualizations to the data visualizations card. For details, see Platform Analytics experience.