With Insight7, you can turn customer interactions into actionable scorecards that leadership can easily interpret. The Support Experience Scorecard helps you measure service quality, satisfaction trends, and overall customer experience across teams — all in one place.

Accessing the Scorecard Template #

Step 1: Go to Analyze → Templates

1. Log in to your Insight7 account at insight7.io

2. From your dashboard, select Analyze → Templates

Step 2: Choose “Customer Service”
Click on Customer Service under the Templates section.

Step 3: Select “Support Experience”
You’ll see these options:

• Quality Assurance

• Onboarding

• Support Experience

• Retention & Loyalty

• Insights & Strategy

Click Support Experience, then choose Create a Support Experience Scorecard.

Running the Analysis #

What it does:

• Summarizes overall support performance in one visual report

• Tracks quality, sentiment, and resolution efficiency

• Helps leadership quickly identify improvement areas and team strengths

How to use it:

1. Upload your support call recordings or transcripts

2. Click Run Analysis

3. Review the automatically generated Support Experience Scorecard

Tip: #

Use this scorecard in weekly or monthly leadership reviews to communicate trends, recognize top performers, and pinpoint recurring customer pain points.