Start with the decision
The feedback reports examples below share one principle: the first line says what changed and what needs deciding. Methods, definitions and full tables go at the back, for those who want them.
For leadership
Headline: Billing waits are now the top complaint at mall stores (15% of reviews, up from 9% since July). Staff remains our strongest theme. Decision needed: weekend billing staffing for 18 mall stores. Last quarter's exchange-desk pilot reduced exchange complaints from 11% to 5%; recommend rollout.
- Three to five numbers, each with a count.
- Decisions needed.
- Results of past actions.
For theme owners
- Their theme by store and month.
- Specific issues within it, with trends.
- Ten representative quotes.
- Actions due and their results.
For store and regional managers
- Their store or region compared with peers.
- The top issue and top strength, with reviews.
- What to do this month.
Making evidence persuasive
- Put counts beside every percentage.
- Quote customers briefly and exactly.
- Show trend, not just level.
- Flag small samples instead of ranking them.
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Format tips
- Same structure every month.
- One chart per point, labelled with its conclusion.
- No more than one page per audience for the summary.
- A link to the reviews behind each finding where possible.
An example of a change in practice
A CX team replaced a 30-slide monthly deck with a one-page summary per audience. Leadership discussions moved from "is this number right?" to "what do we do about it?", and theme owners began arriving with decisions.
Common mistakes
- Leading with methodology.
- Percentages without counts.
- Charts without conclusions.
- The same report for every audience.
Common questions
How long should the leadership report be?
One page.
Should we include positive findings?
Yes; strengths to protect, and fixes that worked.
How do we handle disputed numbers?
Show the count and the reviews; most disputes end there.
Who should present?
Theme owners present their own themes where possible.
Checklist
- Headline first.
- Audience-specific views.
- Counts and quotes.
- Consistent format.
- Decisions and results.
In short
Lead with the finding and decision, tailor the view to each audience, put a count and a quote beside every number, and keep the format the same each month.
Charts that work
Use a line for a topic's negative share over months, a bar per store for comparison within a peer group, and a small table for the top issues with counts, change and owner. Title each chart with its conclusion, such as "Billing complaints rose at mall stores since July", rather than a neutral label like "Billing by month".
Running the review meeting
Send the one-page summary a day ahead. Spend the meeting on decisions: actions due first, then new rising issues, then anything that needs leadership help. End with owners and dates written down. A meeting that ends without decisions means the report needs to change.
A store manager's version
For each store, a half-page: this month's reviews and rating, the store's top strength and top issue compared with similar stores, three reviews for each, and one action. Store managers read this; they rarely read network decks. Sending it a day before the regional call means the call can be about the action, not about whether the numbers are right.
Doing this with Falcon
Falcon builds the theme list from your own reviews, then labels every review against it with a multilingual model, scoring sentiment for each mention and keeping the exact quote behind each label. Texts too short to judge are marked unclear rather than guessed, and low-confidence labels are flagged for a person to check. Negative share by topic, location and month then shows what is rising where, with small samples flagged.