TABLE OF CONTENTS


The dashboard is where you'd typically start once logged in to Freshsurvey. Dashboards also present a detailed look at all the data collected from the surveys you've sent so far. You will always begin with a sample dashboard as shown below.




Setting the default dashboard

Freshsurvey provides you with different dashboards for NPS, CSAT, and CES survey types. We recommend that you set the curated Dashboard visible under the first tab as your default dashboard. To do so:


1. Once you're in the product, look for the hamburger menu to your top left. Clicking on this will show the different dashboards. 


2. Navigate to the dashboard of your choice, and click on the 'Set as default' option at the top of your screen. 



Dashboard types

A total of five dashboards can be used to look at the data collected from different points of view:


1. Summary

This is the default dashboard screen. It gives you an overview of your NPS and the number of responses received, how the scores are split, the change over time, and more.



2. Strengths

This dashboard revolves around promoters. Use it to understand what promoters are saying and track positive movements(passives and detractors turned promoters)





3. Opportunities

This dashboard is devoted to passives and detractors. Use it to understand what they are saying and track negative movements (promoters or passives turned detractors and promoters turned passives)



4. Responses

This dashboard gives you an overview of the kind of responses your surveys receive, including the number of responses with and without comments, the split between new and returning respondents, and more.



5. Channels

This dashboard can be helpful in understanding how well channels perform, when customers are most likely to respond and more.



Filtering your dashboards


Freshsurvey's dashboards allow you to filter data and view specific information. There are three broad filters:


1. Filter by survey name

Accessible at the top right corner of any dashboard, this filter allows you to choose specific surveys and view reports



2. Filter by date range

Available next to previous filter, this allows you to view data between specific time periods.



3. Advanced filters

These can be used to gain more granular control over the reports. Beyond filtering by survey name and date ranges, you can also add conditional filters to slice date in a more meaningful way.



Note: Advanced filters can only be accessed by account owners, admins and analysts.


Exporting data


Freshsurvey also allows you to export your dashboard data at your convenience. To do so:


1. Click the export button at the top right corner of any dashboard (located under the +New button)


2. Select the dashboard(s) you'd like to export.


3. Click 'Export' to receive the dashboard as a PDF file via email


Note: You can also apply filters and then export your dashboards



Reports


Monthly reports are also sent out to all account users. These curated reports give you an overview of how surveys have performed over the last month. 


Note: Freshsurvey allows users to opt out from receiving these reports. If a user has unsubscribed and would like to be added back, write to us at support@freshsurvey.io