Overview
A Dashboard Project in the Loop Experience Platform by Benbria aggregates real-time experience data across multiple survey projects, messaging channels, and ticketing workflows into a single customizable interface. Unlike Survey Insights—which focuses exclusively on question-level performance within a single feedback form—Dashboard Projects empower organizations to cross-reference trends, analyze location hierarchies, track operational SLAs, and deliver scheduled digests to key stakeholders.
This guide outlines best practices for structuring Dashboard Projects, configuring visual panels, applying multi-dimensional filters, setting up automated subscriptions, and governing user permissions to drive operational performance across physical sites.
Prerequisites & Permissions
Primary Audience: Platform Administrators, Location Managers and Benbria Internal Staff.
Permissions Required:
Account Owners: Full system permissions to build, configure, edit, delete, group into folders, and share Dashboard Projects globally or assign them to specific locations.
Location Admins: Permissions to view, filter, drill down into, and export dashboards assigned to their physical locations or operational units.
Technical & Operational Details
1. Panel Architecture & Layout Design
Dashboard Projects utilize modular visual containers called Panels to isolate specific metrics and visualizations. To maximize readability for daily operational reviews, structure panels using a standard visual hierarchy:
Top Row (Summary Layer): Place high-level KPI Metric Cards (e.g., CSAT, NPS, CES, First Response Time, Total Ticket Count) across the top row for quick scanning.
Middle Row (Trend & Distribution Layer): Position Line Graphs, Bar Charts, and Heat Maps in the middle row to track operational shift performance, weekly trends, or feedback volume across hours and locations.
Bottom Row (Granular Layer): Place Donut Charts (for root cause categories or ticket status breakdowns) and detailed Data Tables or Response Feeds at the bottom for deeper investigation.
2. Filtering & Data Segmentation Strategy
To prevent data misinterpretation, establish clear filtering rules across global and panel levels:
Global Project Filters: Apply top-level controls for primary date ranges, location hierarchies (Location Types, Locations, or Location Groups), and active distribution channels.
Panel-Level Overrides: Use panel-specific filter overrides only when establishing baseline performance comparisons (e.g., pinning one panel to Location A while the rest of the dashboard reflects All Locations).
3. Settings & Access Governance
Maintain organizational security and clean workspace management through centralized governance settings:
Default Filters: Setup the default for global filters so that the dashboard loads in a consistent way each time that it is viewed and exported.
Folder Integration: Group related Dashboard Projects alongside their corresponding Survey Projects in shared or private folders to enforce permission inheritance across regional teams.
4. Subscriptions & Automated Delivery
Distribute operational insights directly to stakeholder inboxes on a defined cadence:
Scheduled Email Digests: Configure recurring email subscriptions on an hourly, daily, weekly, or monthly schedule to keep executive teams and frontline supervisors informed without requiring manual log-ins.
Role-Tailored Recipient Lists: Align delivery cadences with recipient roles—send real-time or daily digests to shift supervisors, and weekly or monthly digests to regional directors.
5. Exports & Data Hygiene
Ensure offline reports remain accurate, verifiable, and presentation-ready:
Supported Export Formats: Export full Dashboard Projects or individual visual panels into PDF, PNG, or CSV formats.
Preserve Filter Context: When exporting dashboard reports to PDF or CSV, confirm that applied date ranges, location filters, and touchpoint parameters are stamped on the exported document.
Data Freshness Indicators: Verify that panels reflect current data timestamps prior to exporting visual charts for executive or board presentations. This includes the file format and related timestamp.
6. Summarization & Actionable AI
Connect quantitative feedback scores directly to qualitative drivers and ticket resolution workflows:
Pair Metrics with Text Sentiment: Combine numerical CX scorecards (e.g., CSAT 82%) with automated text sentiment summaries to identify why scores moved during a specific shift or period.
Drill Down to Root Causes: Click directly into chart slices, heat map cells, or score trends to inspect underlying survey responses, comments, and open tickets.
Closed-Loop Ticket Integration: Use survey response insights to trigger automated Survey Actions, converting negative sentiment spikes into actionable recovery tickets with assigned SLAs.
Feature Capabilities Matrix
Feature | Primary Operational Function | Configuration Options |
Panels | Modular data containers for visual charts and cards.
| Heat Maps, Line Graphs, Donut Charts, CX Score Cards, Data Tables.
|
Filters | Segment data across operational dimensions.
| Date ranges, Location Types, Location Groups, channels, score thresholds.
|
Settings | Control project layout, scope, and governance.
| Folder assignment, role permissions, Private vs. Shared views.
|
Subscriptions | Automated report delivery via email.
| Hourly, daily, weekly, or monthly email digest cadences.
|
Exports | Generate offline assets for audit or review.
| Multi-format downloads in PDF, PNG, or CSV.
|
Summarization | Digest unstructured text feedback and drivers.
| Sentiment categorization, shift scorecards, ticket SLA summaries.
|
💡 TIP: Standardize folder structures and location permission rules in Admin / Settings so location managers automatically gain access to relevant site dashboards upon account creation.
⚠️ NOTE: Visual panel availability and underlying feedback data depend directly on user roles and site permissions assigned in Admin / Settings.
Frequently Asked Questions (FAQs)
Q: What is the main difference between Survey Insights and Dashboard Projects?
A: Survey Insights provides pre-built, out-of-the-box reporting dedicated exclusively to a single Survey Project. Dashboard Projects allow you to build custom, multi-panel visual layouts that aggregate and cross-reference data across multiple surveys, messaging channels, and tickets simultaneously.
Q: Can I send scheduled dashboard reports to managers who do not have full admin rights?
A: Yes. You can configure scheduled email subscriptions (daily, weekly, or monthly) to automatically deliver visual PDF or CSV summaries to designated email recipients based on their assigned site scope.
Q: What file formats are supported when exporting a Dashboard Project?
A: Full dashboards and individual visual charts can be exported in PDF, PNG, and CSV formats.