Dashboard
Your feedback, visualized. Here's how to find what matters.
The Dashboard is your command center — every response from every touchpoint lands here automatically. It has two views:
| Details | Overview | |
|---|---|---|
| What it shows | One Stream, full depth | Multiple Streams at a glance |
| Best for | Filtering, comparing, finding patterns | Quick status check — scores and trends |
| Who sees it | Everyone | Set up by your admin |
| Think of it as | Your microscope | Your scoreboard |
Start with Details. This is where you'll spend most of your time — and where the real insights live.
Details — your daily driver
Pick a Stream and a Location, set a date range, and the page builds itself.
- Pick your Location — use the touchpoint picker to select a Folder, Location, or Website.
- Pick your Stream — choose which survey's results you want to see.
- Set the time period — use predefined ranges (last 7 days, last month) or set a custom range.
Pro move: Bookmark your most-used combination. The URL saves your selection — open it anytime and you're right back where you left off.
Click the filter icon on the right side of the control bar for more precision:
- Touchpoints — narrow to specific feedback channels within your selection
- Time of day — e.g. only morning shifts (08:00–12:00)
- Weekdays — e.g. only weekends
Active filters show up as removable chips below the controls. Easy on, easy off.
Every question gets its own card. What you see depends on the question type:
Smiley questions — three tabs:
- Summary — donut chart with response distribution and your index score front and center
- Compare — see how scores change over time or between locations
- Focus — AI-powered analysis showing where to improve for the biggest impact on your score
Multiple Choice — two tabs:
- Summary — donut chart with answer distribution and percentages
- Compare — track how choices shift over time or across locations
Free Text — two tabs:
- All — individual responses in a list or word cloud view
- Summarize — AI-generated summary of all responses (kicks in at 30+ responses)
Responses by respondent — a searchable table of individual submissions with name, contact details, and all answers in one place.
Available on Smiley questions. Focus mode ranks your biggest potential score gains — broken down by time, location, or both.
- Group by time — find your weak hours or days
- Group by place — find your underperforming locations
- Time and place — combine both for the full picture
This is the fastest way to go from "our score dropped" to "here's exactly what to fix."
- Fullscreen — expand any chart card to fill the screen. Great for team meetings or lobby displays.
- Percentage vs Count — toggle in the chart menu. Use percentage for trends, count for volume.
- Download — export any view as a report. See Download a Report for details.
Overview — the big picture
Multiple Streams on one screen — your scoreboard for a quick pulse check.
Use the picker at the top to select a Location, Website, or Folder. Each panel shows one Stream with:
- Overall score — your primary satisfaction index
- Trend comparison — how this period compares to the last
- Location comparison — how this spot performs vs. peers
- Question-level breakdown — results per question
Click the link icon on any panel to jump straight into Details.
The Overview is opt-in — nothing shows until you configure it:
- Go to Streams and select the Stream or Stream Mix.
- Click Edit, then open the Settings tab.
- Under Dashboard Overview settings, turn on Show in Overview for the question that best represents the overall experience.
Less is more — pick 3–5 Streams that give your team the clearest signal.
Every card has a menu (⋯) with quick actions:
- Open in Details — jump into the full view
- Hide for [name] — remove a card (bring it back anytime with Show hidden)
Want a different order? Toggle Re-order in the top right, drag cards into place, and hit Review & Apply.
Make it a Monday habit. Open Overview, scan the scores, spot anything unusual, then jump into Details for the ones that need attention. Five minutes a week keeps you ahead.
What you see depends on your access
Both views show data based on your permissions — the Locations and Folders your account has access to. On Overview, your admin also controls which Streams appear.
See something a colleague doesn't? It's a quick permissions adjustment away — see Add and Manage Users.
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