After an engagement survey ends, you get access to valuable data and insights; however, it can often feel overwhelming to quickly make sense of it and take informed actions. Now, with the new survey overview dashboard, you get instant access to high-level, powerful insights from your latest survey round (even when the survey is ongoing), so that you can take informed actions to boost engagement. Check out our feature announcement.
You’ll find an overview dashboard for each of your surveys under 'analytics'. It summarizes the most important information from the survey and presents it in an easy-to-understand manner.
Filtering on the Survey overview dashboard
Users with admin access and survey owners, as well as those users granted access to the survey overview, will also be able to filter for specific attributes in the overview dashboard. This will enable faster, more granular insights on survey results, with the ability to filter based on a specific use case.
You will be able to filter for:
- Age group
- Custom Attributes (if applicable)
Just a note that users will only be able to see filters applicable to them (i.e if a manager of the product team has been granted access to their team's analytics, they will only be able to filter for the 'Product' team itself).
The filters will be applicable for all elements displayed on the overview dashboard (explained in Data and Insights section).
Data and Insights
Overall survey trend
The top part of the overview dashboard will show you how you performed in the most recent survey and provide you with insights on:
- The average score from the most recent survey round.
- The average survey score over time. Please Note: When all questions are using a 5-point scale, we'll show you the average score between 1-5. If the question scales are mixed (some with a 5-point scale and some with a 10-point scale) we normalize the 1-5 scale questions and calculate an average score between 0-10.
- The proportion of promoters, neutrals, and detractors (please click here for further information on the net promoter score).
- Your internal company benchmark. It’s only applicable for standard questions that are predefined in the questions library. The value is calculated by averaging the internal benchmark of all standard questions.
- The number of participants who’ve completed the survey in your latest survey round and the total number of participants to whom the survey was sent.
- The participation rate in your latest survey round (please click here for further information on the participation rate and here for how to improve it).
Please note: In the survey overview, when calculating the promoters, neutrals, and detractors, the number of questions is taken into account when providing the percentages. For example, the survey has 20 questions, and 4 people participate, then the number that the percentages would be calculated out of, would be 80. Therefore, the promoters, neutrals, and detractors will change depending on the participation rate of the people included in the filters.
Key Events on the Timeline
It is now possible for admins and survey owners to set key events along the 'Average survey score over time' graph. Giving this ability to outline key steps taken during the survey timeline will allow those with access to the survey overview (executives/managers etc) to see the impact of those key events on the company's engagement. It will also allow admins to put survey results in context and tell the story behind the visible data.
Clicking on the 'Actions' drop-down will give those with access the ability to set the key event. There a date can be selected, and an event name can be given. The event can be made visible to all those with access to the survey overview dashboard or can be reserved for Super Admins, Admins, and Survey owners who have access by default.
The key event will then be displayed on the timeline graph and can be edited at any stage by those with access. To edit a key event simply follow the same steps: click on the Actions' drop-down, click 'Key events on the timeline', and edit the particular event.
Further down in your survey overview dashboard you’ll find the top three questions or categories with the highest and lowest scores. This will give you quick overview of areas where you are already doing particularly well and where improvement is needed. You can then create meaningful action plans right away for the areas that you want to improve upon. Have a look at our blog article and Success Center article for further information on action plans in Leapsome.
At the end of the survey overview dashboard, you’ll find all survey comments from the most recent survey round clustered into relevant categories — this is created by Leapsome’s cutting-edge Natural Language Processing (NLP) technology. Please have a look at our blog article and Success Center article for further information on survey comments.
Visibility and Access
The survey overview dashboard is accessible by default for every super admin, (survey) admin, and survey owner. Additional visibility rights for the overview dashboard for managers or employees can be customized via 'visibility' in the respective survey settings. If certain filters or views are disabled for managers or employees, these visibility restrictions will also apply to the overview dashboard.
Please note: 'Multi' refers to multiple-choice analytics. Depending on the types of questions you may ask, some demographics may be revealed through multiple-choice questions, which not all managers should not be able to see. Therefore, you can use this filter to allow or restrict managers' access to multiple-choice analytics for specific surveys.
For further information regarding access and visibility rights in surveys, please click here.