Dashboard Examples

The question: Where should I focus my efforts for the biggest impact?

1. Select your top-level Folder in the Touchpoint picker.
2. On any smiley chart card, switch to the Compare tab.
3. Open the Touchpoint sub-tab.
4. Sort the table by score — the locations that need attention rise to the top.

Next step: Click into the lowest-scoring location and use the Focus tab to find why it's underperforming.

The question: Is there a pattern in when satisfaction dips?

1. On a smiley chart card, switch to the Focus tab.
2. In the menu, set Group by time → Day.
3. The Potential Index Gains list ranks weekdays by improvement potential. The day at the top is your biggest opportunity.
4. Open the filter panel and set Weekdays to just that day.
5. Extend the Period to at least 30 days for enough data.
6. Scroll through the other chart cards — multiple-choice and free-text — to see what respondents on that day are actually telling you.
7. Check the Summarize tab on any free-text card for an AI-generated summary.

Next step: Share the findings with the team responsible for that day's operations — specific feedback drives specific action.

The question: We ran a training / changed a process / had an incident — did it show up in the scores?

1. Set the Period to cover the week around the event.
2. On the smiley chart card, switch to Compare → Date sub-tab.
3. Look for a dip or spike on the event date.
4. For events at a specific time, open the filter panel and narrow with Time of day.

Next step: If you see impact, document it — it's proof that your actions move the needle.

The question: Is one shift consistently outperforming the other?

1. Open the filter panel and set Time of day to 08:00–12:00.
2. Note the scores on the Summary tab.
3. Change the filter to 12:00–18:00 and compare.
4. For more detail, switch to Compare → Touchpoint sub-tab to see which locations are most affected by the shift change.

Next step: If there's a gap, talk to the team leads for each shift. The data gives you a specific starting point for the conversation.

The question: Do we deliver a different experience on weekends?

1. Switch to Compare → Day sub-tab to see all seven days side by side.
2. To isolate weekends, open the filter panel and set Weekdays to Saturday and Sunday only.
3. Scroll through the other chart cards to see how answers and comments shift.

Next step: If weekends score differently, check staffing levels, wait times, or anything else that changes between weekdays and weekends.

The question: We know a location is struggling — but why?

1. On a smiley chart card, switch to Compare → Touchpoint sub-tab.
2. Sort by score to find the lowest-performing location.
3. Select that location in the Touchpoint picker.
4. Switch to the Focus tab, set Group by time → Hour — this tells you exactly when the problem peaks.
5. Open the filter panel and set a Time of day range around those hours.
6. Scroll to the free-text card and read the feedback. Switch to Word cloud to spot recurring themes fast.

Next step: You now know the where, when, and what. Share the word cloud and top comments with the local team — that's a brief they can act on today.

The question: We made a change — is it actually helping?

1. Select the location where the change was made.
2. On a smiley chart card, switch to Compare → Date sub-tab.
3. Set time precision to Week in the menu.
4. Set the Period to cover a few weeks before and after the change.
5. Look for an upward trend starting around the change date.
6. For extra confidence, switch to the Focus tab — if the day or hour you targeted is no longer at the top of the Potential Index Gains list, your change is working.

Next step: Celebrate wins with the team. Showing that their actions moved the score is the best way to keep momentum going.

The question: Beyond the scores — what's the actual feedback?

1. On a free-text chart card, switch to Word cloud to see the most common words at a glance.
2. Switch back to List and sort by Sentiment response to surface the most critical feedback first.
3. Hit the Summarize tab for an AI-generated overview of all responses.

Next step: Pull out 2–3 direct quotes that illustrate the key theme. Real words from real customers carry more weight in any meeting than a chart ever will.