Advanced CX Reporting & Analytics
Turn data into decisions - faster
Cut through the noise with Shared Insight’s advanced reporting and analytics. We consolidate mystery shops, CSAT & NPS surveys, audits, employee feedback, and external data into Clarity® dashboards - so leaders see what matters, where it matters, in real time.
Our analysts surface the drivers of satisfaction, conversion, and compliance, translating signal from verbatims and behavior data into clear, prioritized actions for field and corporate teams.
Pair Mystery Shopping, CSAT, and Compliance Audits for a complete CX view.
What you get
Unified dashboards
One source of truth across shops, surveys, audits, and operations - filter by region, concept, or channel.
Driver analysis
Quantify what moves CSAT, NPS, conversion, and compliance to prioritize the highest impact fixes.
Text analytics
Theme detection and sentiment turn open-text verbatims into ranked, actionable issues.
Alerts & exports
Real time alerts for exceptions; scheduled email exports keep leaders and field teams aligned.
How our analytics work
- Integrate. Connect shops, surveys, audits, and external feeds to Clarity®.
- Model. Define KPIs and build driver models that link behaviors to outcomes.
- Visualize. Configure role based dashboards for executives, ops, and field leaders.
- Alert. Trigger notifications for thresholds, trends, and outliers.
- Act. Route tasks, monitor progress, and quantify impact over time.
Role based views
Executives see trends; managers see actions. Everyone sees what they need no noise.
Data governance
Rigorous QA, access controls, and audit trails ensure integrity and compliance.
KPI correlations
Link experience metrics to sales, tickets, or ops data to quantify ROI.
Consultative insights
Our analysts separate signal from noise and recommend practical next steps.
Need case-managed recovery too? Add Isolate® for alerts, owners, and tracked outcomes.
Business outcomes you can expect
Faster, better decisions
Leaders act with confidence on unified, driver led insights - no more chasing spreadsheets.
Operational focus
Direct coaching and fixes to the behaviors proven to move CSAT, NPS, and conversion.
Proactive management
Alerts surface exceptions early; trend lines show whether actions are working.
Demonstrable ROI
Correlate improvements to revenue and cost metrics to justify investment and scale.
Advanced CX Reporting & Analytics FAQ
Can we integrate external data?
Yes - point of sale, ecommerce, workforce, or support data can be imported for deeper analysis.
Do you provide analyst support?
Absolutely. Our analysts build driver models, interpret results, and recommend actions.
How are dashboards delivered?
Role based access in Clarity® with scheduled exports to keep stakeholders aligned.
Is the data secure?
We apply strict access controls, QA checks, and audit trails consistent with enterprise standards.
Want to understand our shopper network and policies? See how we recruit and brief shoppers.
Our solutions
Our customer experience solutions have a proven track record of driving positive change in our clients’ businesses - improving customer experiences and increasing the likelihood to recommend and return.
Partner with our team of customer experience experts to design the right measurement program for your goals.
Mystery Shopping
Bespoke mystery shopping programs that deliver objective, scenario based evaluations of service behaviors, standards, and execution - so you know what’s working and where to focus next.
Learn more about Mystery ShoppingCustomer Satisfaction Surveys
Ongoing and ad-hoc online surveys capture customer feedback across touchpoints, helping you measure, manage, and improve satisfaction and loyalty with real time insight.
Learn more about Customer Satisfaction SurveysCompliance Audits
Field audits that provide accurate store level intelligence and verify adherence to non negotiable brand standards, merchandising, and promotional execution.
Learn more about AuditsEmployee Surveys
Give your front line teams a voice. Identify enablers and barriers to delivering great customer experiences and turn insights into action plans that stick.
Learn more about Employee SurveysAdvanced Reporting & Analytics
Cut through the noise. Our analysts synthesize data from multiple sources to surface what matters most - delivering meaningful, actionable insights via Clarity®.
Learn more about Advanced Reporting & AnalyticsAd-hoc Surveys & Mystery Visits
Quick turn projects to assess launches, promotions, or priority touchpoints and get a current read on what customers experience right now.
Learn more about Ad-hoc solutions