Overview

Insights is where your customer-experience data comes to life. It brings together the metrics, comments and analytics from your surveys and campaigns so you can understand how customers feel, spot what's working, and decide what to fix next.

Insights is built for business and CX teams — no technical setup required. Every report is scoped to your organization, so you only ever see your own data. If you manage more than one organization, an org switcher lets you hop between them.

What you can explore

The Overview dashboard

The Overview is more than a landing page — it's a report in its own right: an executive cockpit that rolls up your entire CX programme into one shareable screen. It answers, in a single glance, the four questions every CX manager gets asked: are customers happy, are our surveys running, are we spending credits efficiently, and are alerts being handled? It's the natural "front door" to open each morning, and the natural artifact to share upward or publish as a public link for stakeholders.

Like every report in Insights, the Overview is a configurable dashboard, so a typical Overview includes the elements below — your exact layout may differ.

What you'll see

• Headline KPIs — at-a-glance tiles for NPS and CSAT (each with response counts and year-over-year deltas), Response Rate, currently-running and total questionnaires, total credits consumed, and total open alerts.
• Score gauges — two semicircle gauges put the headline scores in context: NPS on a −100 to +100 scale and CSAT on a 1–5 scale.
• Response-lifecycle funnel — a funnel from Created → Viewed → Submitted → Completed, with drop-off percentages so you can see exactly where responses are lost.
• Sparkline trends — compact trend lines sit under each KPI so a number always comes with its recent direction of travel.
• Questionnaires Overview table — a per-survey roll-up showing running status, instances created, credits consumed and each survey's share of consumption.
• Alerts at a glance — an alerts trend sparkline plus distribution tables that break open alerts down by status and by type.
• Campaigns Overview table — impressions, actions and engagement rate for your running campaigns.

Filter the whole dashboard by date range, workspace and questionnaire to reframe the cockpit for any audience or period.

Key concepts

A few ideas show up across every report. Once they click, the whole product gets easier to navigate.

Metrics and dimensions

A metric is something you measure — like CSAT, NPS or CES. A dimension is a way to slice that measurement — by location, product, department, customer segment, touchpoint or region. Most reports let you take a metric and break it down across one or more dimensions to see where you're strong and where you're not.

Filters

Quick filters are one-click presets for the views you reach for most. Advanced filters let you build precise, multi-criteria conditions — combining questions, scores, metadata and dates with AND/OR logic — to zero in on exactly the responses you care about.

Tags

Tags help you organize responses and comments for follow-up. Create your own tags, apply them to individual responses, and use them to track issues, themes or anything else your team wants to act on.

Date ranges

Every report shares the same date controls. Pick a preset (last 7, 30 or 90 days, this month, last month, year to date) or set a custom range. Dates are timezone-aware and applied instantly, with no page reload.

Organization scoping

Everything in Insights is tied to your organization. Reports, filters, tags and exports all reflect that single organization's data. Admins who oversee several organizations can switch between them at any time.

Explore the report families