Contents
About the Dashboard
The Dashboard page will display your processed survey data. It includes the CX score widgets, a section with brief survey campaign reports, and the latest feedback you have collected. You can achieve a granular view of your survey results by combining multiple filters.
Dashboard filters
By default, the Dashboard displays a general overview of your survey results. This means that it will take into account all your survey respondents' last answers, and there is no date range filter applied, which means that all-time data is being processed.
But if you need to achieve a granular overview of your survey results, and view the survey results of a particular subset of your audience, then you can use the Dashboard filters.
The available filters are:
Date range: choose a preset date range (e.g., Last 90 days, Past quarter, etc), or apply a custom range.
Campaign: view the data for a specific survey campaign.
Attributes: filter the dashboard data for a particular segment of your audience using customer properties and tags.
Comparison period, which you can use to have a more high-level or granular view of your trends.
Manage saved filters
Over time you will find yourself using some filters more often than others. However, applying the same filter again and again manually might be inconvenient. Therefore, you can easily save a filter for easier further access.
CX rating widgets
The main section in the Dashboard is the CX score widgets, where you will track your customer's experience for one or more survey metrics that you're measuring.
The Dashboard can display up to four CX score widgets, one for each metric available for your to measure with Retently: NPS, 5-Star, CSAT, CES.
Each score widget includes:
The current category of your survey respondents (positive, neutral, negative);
The metric score.
The trending of this widget within the given timeframe.
If you'd like to see how your trending has changed over a specific time range, you can adjust the "Comparison period" filter from the top menu.
However, if you’d like to see the score for a given period of time, please use the “Date Range” filter.
Survey campaign reports
This section displays a list of general reports for each of the survey campaigns that you currently have in your account.
A report widget includes the following data:
The name of the survey campaign;
The number of satisfied, neutral, and unsatisfied survey respondents in this campaign;
The CX score of the campaign (based on the campaign's metric);
A small score trends widget to show you the dynamics of the campaign's score;
A small trend widget showing the trend dynamic in percent over a specific time range, which you can adjust from the "Comparison period" filter from the top menu. For example, if you choose 90 days, it will show how your score changed compared to 90 days ago/ other 90 days increments.
The survey delivery stats in the campaign.
A list with additional rating survey questions, and for each question you can see a score, the score dynamic, and how many people saw and/or answered that particular question.
When you apply a Dashboard filter, the information in each campaign report will update to match the filter query.
Default Trend Group
This section will display your default trend group.
Groups are limited to a specific survey metric (NPS, CSAT, CES, 5-Star). If you are sending surveys in two or more metrics, then you can create a group for each one of them.
The trend group section is just an overview of your default trend group. In order to view all the trends, go to the Trends page (if it's included in your plan), where you can create more trends and customize them.
Latest feedback
This section will list the five latest survey responses you have received. Optionally, you can load more responses to view more data.
The latest feedback section will be updated based on the applied Dashboard filters and will display the latest responses left in a specific date range, campaign, or by a particular customer segment.
The latest feedback section is just a quick overview. In order to view all the received survey responses, go to the Feedback page, where you will also be able to apply additional feedback attributes filters.
Dashboard PDF export
You can export the whole Dashboard in a PDF file, which you can share with your team, or include in presentations to showcase your customers' experience with your company or products.
The PDF file will include all the visible information on the Dashboard from the moment that you have exported it. For instance, if you apply a particular filter, then only the filtered information will be exported in the PDF file.