What are score fields?
Score fields are a special type of numerical field that enable special aggregation methods such as top box. They also display in a standalone score widget on the dashboard.
How do I set up score fields on a new project?
Simply select the "Score" field type on the schema mapping page when creating a project. Doing so will open a dialog that allows you to configure how the score field should behave.
What do the score field options do?
When selecting or updating a score field you'll be able to configure a few options. Corresponding to the image below:
Set bounds -- setting the lowest and highest numbers in the score range allows us to display the score vales more meaningfully in the score widget as well as accurately calculate top and bottom box aggregations.
Select default aggregation -- this is the default aggregation method that will be used to show the score field value on the score widget and other widgets on the dashboard. Other numerical fields default to average. Top box is generally considered to be a good way to analyse Likert scale data like CSAT and other ratings.
Change top/bottom box limit -- when top or bottom box aggregation is selected we default to top/bottom 2 box, but you can easily change this to suit your data and reporting requirements.
Where are score fields displayed on the dashboard?
Score Range Widget
The score widget displays the overall value for the field as well as the value over time. You can read more about the score range widget here.
Themes Widget
You can select score fields with their configured aggregation method from the new SCORE section in the DISPLAY menu.
Timeline
You can select score fields with their configured aggregation method from the new SCORE section in the DISPLAY menu as well as impact from the IMPACT ON section.
Quadrant Chart
You can select score fields with their configured aggregation method from the new SCORE FIELD section in the DISPLAY menu.
Pivot Table
When you select a score field for the display value, you'll be able to choose top or bottom box as the aggregation method alongside the existing aggregation methods.
Email Digest
Anywhere you can choose a display metric on the email digest you will be able to choose score fields which will be displayed according to their configured aggregation method.
How do I update score fields ?
If you want to change how a score field is configured:
Visit the project settings page
Expand the project schema
Find the score field and click the "Edit" button
Make desired changes and hit the "Done" button
Don't forget to hit "Update" on the project settings page to lock in the changes
How do I set up score fields on an existing project?
If you would like to set up a score field on an existing project please reach out to us and we'll sort it out for you!