We recently acquired SSO licensing, allowing all employees to access the system. I'm looking for creative ways to engage users with our dashboards. Targeted sessions showing how dashboards can answer their questions have been effective.As a sales-first company with a CX department for five years, we're shifting focus to understanding our customers better. Does anyone have a successful training plan they would be willing to share?Rough plan includes:Introduction to Qualtrics: Importance of our large survey. Using Filters: Finding relevant insights. Word Clouds: Identifying themes and sentiments. Scenario-Based Exercises: Practical user exercises. Office Hours: Regular drop-in support sessions.

Hi @D_Rodrigues,It will be important to conduct those trainings so you can ‘’show them how dashboards can answer their questions’’ but I think you best approach for them to use the dashboard is to make sure that the info is presentend in a way that it will really answer THEIR needs. I don’t know if it’s already the case but you’ll probably need a more executive view and another view more operational. In the end, it’s your end users who will let you know what is important for them (in collaboration with your CX team of course).In your training plan, i would also spend a few minutes on the different options to export the dashboard if it’s a permission that you give them.inner loop using ticketing system in Qualtrics might also be something very interesting to help the organisation in the shift you’ve described. Start with a pilot team with a manager that you know will be 100% willing to participate.Hope this helps

Seeking Proven Training Plans for Dashboard adoption

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