Overview
Survey Insights delivers built-in, real-time reporting and analytics dedicated specifically to evaluating and tracking the performance of a given Survey Project within the Loop Experience Platform. By aggregating feedback data as it is submitted, Survey Insights enables location managers and platform administrators to analyze core metric scores, drill down into individual question performance, compare performance across locations or timeframes, and easily share reports with key stakeholders.
Primary Audience & Permissions
Primary Audience: Owners, Account Admins, Location Admins, and Location Managers.
Permissions Required:
Account Admins: Full system access to view, filter, and export insights across all global or regional Survey Projects.
Location Managers: Access to view, filter, and export insights for Survey Projects assigned to their specific physical locations.
Key Analytical Features
1. Metric Score Panels
Visual score cards and trendlines provide an immediate overview of primary Customer Experience (CX) and Employee Experience (EX) metrics:
Supported Metrics: Net Promoter Score (NPS), Customer Satisfaction (CSAT), Customer Effort Score (CES), 5-Star Ratings, and Smiley scales.
Visual Trendlines: Track score fluctuations over time to identify operational momentum or sudden drops in performance.
2. Question-Level Analytics
Examine response distributions and individual sentiment breakdowns across your feedback form:
Detailed Question Breakdowns: Inspect response percentages, averages, and distribution charts for every individual survey question.
Roll-Up Categories: Group and analyze survey questions by overarching operational categories (e.g., Cleanliness, Staff Courtesy, Speed of Service) to evaluate broader departmental performance.
3. Filtering & Time Comparisons
Filter and slice experience data to pinpoint specific operational trends:
Multi-Dimensional Filtering: Refine insights by date range, distribution channel, touchpoint, or specific physical locations.
Comparative Performance: Compare metrics across shifts, days, weeks, or distinct locations to isolate operational gaps or top-performing sites.
4. Exporting & Sharing
Effortlessly share performance results and keep leadership aligned:
Visual Chart Exports: Export individual insight charts as image files or downloadable visual reports for presentations.
Automated Report Digests: Schedule recurring automated email summaries to automatically send key feedback metrics to department leads and stakeholders.
đĄ TIP: Use location and shift filters within Survey Insights during team huddles to highlight shift-level improvements and celebrate top-performing frontline teams.
â ď¸ NOTE: Survey Insights displays data exclusive to the specific Survey Project you are viewing. To aggregate and compare metrics across multiple survey projects simultaneously, build a Dashboard Project.
Frequently Asked Questions (FAQs)
Q: What is the difference between Survey Insights and Dashboard Projects?
A: Survey Insights provides immediate, built-in analytics focused exclusively on the data captured within a single Survey Project. Dashboard Projects allow you to aggregate, cross-reference, and display data across multiple survey projects, messaging channels, and ticketing workflows in one custom view.
Q: Can I schedule Survey Insights reports to be sent automatically to my team?
A: Yes. You can configure automated report digests to send daily, weekly, or monthly insight summaries directly to designated stakeholders via email.
â
Q: Does Survey Insights support real-time data updating?
A: Yes. As soon as a respondent completes a survey through a kiosk, QR code, or online link, the results are immediately compiled and reflected within the Survey Insights score panels.