Operational data in customer experience product

Karthikpara

Hello Team,

I am working on the customer experience dashboard and i need help on below questions:
Scenario: i have a sales survey created to collect the customer experience in sales journey process and i got the responses and prepared the dashboard widgets for the experience data.
From my SAP system i have the operational data and i loaded into qualtrics dashboard and i have a widgets created for a operational data aswell.

Now is there any scenario/approach to combine both operational data and experience data to show it in same widgets?

Thank you in Advance!!

Best Regards,
Karthik

Subu

Hi Karthikpara,

Please can you let us know which widget and what kind of metrics you want to use?
Is it like a trend chart or any comparison etc. Do you have any common field in both the data?

Thanks!

Karthikpara

Hi Subu,

Thank you for looking into my query.

So my scenario is as below

My experience data contains 3 records with fields(Customer email, Sales journey satisfaction with options 100%,75%,50%)
and my operation data sheet contains 2 records customer email,sales order number.

so now i want to make a simple table widget with row customer email id and column- customer satisfaction and order number for the customer.

Example:
X data :[email protected],satisfaction 75% Record [email protected], satisfaction 100% and record [email protected] satisfaction-50%

O data: [email protected],sales order numbner-123 , record [email protected],sales order number-456
and no order created for Ram

So my output should show as below
Customer Email Satisfaction level sales order number
[email protected] 75% 123
[email protected] 100% 456
[email protected] 50% N/A

How can i loop data source 1 with data source 2 with one field ID in common i.e customer email?

Thank you,

Best Regards,
Karthik