Purpose: A concise reference of the analytical methodologies and key performance indicator (KPI) definitions used by the Customer Behavior & Sentiment Analysis dashboard.
Methodologies
- Data collection: Integrate and harmonize data from surveys, reviews, social media, customer support, CRM, sales/DMS, telematics, and service records. Use IDs (customer ID, VIN) to join tables and produce unified records.
- Sentiment analysis: Apply NLP classifiers to label feedback as positive, neutral, or negative. Aggregate labels to compute sentiment percentages and trends.
- Topic extraction: Use text classification and topic modeling to surface common themes and tag feedback by topic and sentiment.
- Customer journey & funnel analysis: Classify customers into journey stages (Awareness, Consideration, Purchase, Post-purchase, Loyalty) using behavioral rules and event logs. Compute counts and percentages per stage and visualize changes over time.
- Predictive modeling: Train classification/regression models (e.g., logistic regression, random forest, XGBoost, time-series models like ARIMA/Prophet) for churn prediction, maintenance alerts, satisfaction forecasts, and sales growth forecasting.
- AI-generated insights: Use statistical tests and model outputs to highlight significant changes, anomalies, or recommended actions.
- Filtering & interactivity: Ensure all metrics and visualizations recalculate for selected filters (vehicle type, region, data source, customer segment).
Key KPI definitions & example calculations
Overall Sentiment Score
Short definition: Share of feedback that is positive.
Formula:
Positive sentiment (%) = (number_positive_items / total_feedback_items) * 100
Notes
- These definitions are intentionally compact — they focus on method and calculation so they can be referenced directly by analysts and engineers implementing the dashboard.
- If you want formulas expanded or one-page examples for a specific KPI (e.g., sample SQL or pseudocode), I can add them as low-risk supplements.