TEST — Dashboard Overview

Your command center for satisfaction data — see scores, spot trends, and compare locations at a glance.

Two Views, One Dashboard

The Dashboard has two tabs at the top:

Overview — the big picture. Score cards for each Stream, with trends and comparisons. This is where most people spend their time.
Details — the deep dive. Charts, response breakdowns, and individual answers for a single Stream.

Think of Overview as the "how are we doing?" tab and Details as the "why are we doing that way?" tab.

The Overview Tab

When you log in, you land on the Overview. Each Stream (or Stream Mix) with Show on Overview enabled gets its own card showing:

Overall score for the selected time period
Trend arrow — compared to the average of previous periods
See More — expands to show question-by-question results

Tip: Don't see any cards? Make sure at least one Stream has "Show on Overview" enabled in its settings.

Filtering the Overview

Use the Touchpoints dropdown at the top to filter by Location, Website, or Folder. This instantly updates all cards to show data for your selection.

You can also toggle Show hidden (top right) to reveal cards you've previously hidden from view.

The Details Tab

Click the Details tab to analyze a single Stream in depth. Here you'll find:

Time period selector — choose from preset ranges or set custom dates
Charts — line charts showing scores over time
Response breakdown — how respondents answered each question
Individual responses — every answer, with timestamps

Filtering in Details

The Details view adds more filtering options:

Stream — pick which Stream to analyze
Touchpoints — filter by location
Time period — preset or custom date ranges
Weekday filter — compare weekdays vs weekends

Exporting Your Data

Need to share results with someone who doesn't have access? Two options:

PDF Report — click the download icon for a formatted report
Excel Export — click the spreadsheet icon for raw data

Both exports respect your current filters — what you see is what you get.

Good to Know

The Dashboard updates in near real-time. New responses typically appear within a few minutes.
Score cards use the Insights Index by default. See Understanding Satisfaction Indices for details on how scores are calculated.
You can run the Dashboard in Fullscreen Mode for presentations or lobby displays.
Permissions determine which Locations you see. If data seems missing, check your access level with an admin.

Filtering Your Results — advanced filtering techniques
Understanding Your Charts — what each chart type means
Exporting Data — PDF and Excel options in detail

Updated on: 15/03/2026

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