Summary
This article provides a comprehensive overview of the visual panel types supported within Dashboard Projects in the Loop Experience Platform by Benbria. Visual panels serve as modular containers on a dashboard canvas, transforming real-time experience metrics across survey projects, messaging channels, and tickets into actionable operational insights. Platform administrators, location managers, and internal teams can use this guide to select the right panel types for executive summaries, trend analysis, operational heat maps, and granular feedback inspection.
Prerequisites & Permissions
Primary Audience: Platform Administrators, Location Managers, Frontline Staff, and Benbria Internal Staff.
Permissions Required:
Account Owner: Full permissions to add, configure, move, resize, and remove panels across global or regional Dashboard Projects.
Location Admin: Permissions to view, filter, drill down into, and export panels within Dashboard Projects assigned to their physical sites.
Technical & Operational Details
Dashboard Projects organize visual panels across four functional layout layers to support seamless data scanning and root-cause analysis:
1. Summary Layer Panels
Summary panels isolate primary key performance indicators (KPIs) into clean, scannable visual cards placed at the top of a dashboard.
Number Panel: Displays a single numerical value, aggregate count, or total score (e.g., Total Responses Captured, Open Priority Tickets, or First Response Time SLA).
Star Rating Panel: Calculates and displays the average score for 5-star rating survey questions across selected touchpoints.
CSAT Breakdown Panel: Visualizes the Customer Satisfaction score percentage along with respondent distribution splits across satisfied, neutral, and unsatisfied cohorts.
CES Breakdown Panel: Tracks Customer Effort Score metrics, highlighting the percentage of respondents who experienced low effort during their service interaction.
NPS Breakdown Panel: Highlights the Net Promoter Score ($\text{NPS} = \% \text{Promoters} - \% \text{Detractors}$) alongside visual ratio breakdowns of Promoters, Passives, and Detractors.
2. Trend & Composition Panels
Trend and composition panels compare performance over time and illustrate categorical breakdowns.
Bar Chart Panel: Displays horizontal or vertical bars to compare performance across shifts, days of the week, locations, or multi-choice survey question options.
Pie Chart Panel: Illustrates proportional distributions for categorical data, such as root-cause ticket categories, survey channel sources, or ticket resolution statuses.
3. Matrix Panels
Matrix panels identify operational patterns, peak feedback hours, and recurring text sentiment themes across locations.
Heat Map Panel: Displays a color-coded matrix mapping satisfaction intensity or feedback response volume against operational hours, days, or physical site locations. High-density or low-scoring cells highlight operational bottlenecks instantly.
Topic Analysis Panel: Utilizes natural language processing (NLP) and tag taxonomy rules to cluster open-ended text comments into key operational topics (e.g., Cleanliness, Staff Courtesy, Speed of Service) with sentiment scoring.
4. Granular Panels
Granular panels give teams direct access to individual response details and operational logs.
Table Panel: Displays structured tabular listings summarizing metrics by location, shift, or survey category with sortable columns.
Result Table Panel: Streams a real-time log of raw survey submissions, individual question answers, submitter comments, and associated ticket IDs for immediate click-through inspection.
Panel Visual Capabilities Matrix
Panel Category | Panel Name | Primary Data Source | Key Operational Use Case |
Summary Layer
| Number
| Counts, SLAs, Scores
| High-level volume callouts and operational totals.
|
Summary Layer
| Star Rating
| 5-Star Questions
| Rapid quality rating tracking for facility touchpoints.
|
Summary Layer
| CSAT Breakdown
| Satisfaction Questions
| Executive CSAT scorecards and cohort distributions.
|
Summary Layer
| CES Breakdown
| Customer Effort Questions
| Measuring friction in service and onboarding paths.
|
Summary Layer
| NPS Breakdown
| NPS (0-10) Questions
| Brand loyalty tracking and promoter/detractor ratios.
|
Trend & Composition
| Bar Chart
| Categorical / Time Series
| Shift-by-shift comparisons and response counts.
|
Trend & Composition
| Pie Chart
| Single-Select Questions
| Root cause ticket breakdowns and channel sources.
|
Matrix
| Heat Map
| Time / Location Datasets
| Spotting peak complaint hours or underperforming sites.
|
Matrix
| Topic Analysis
| Text Comments / Tags
| AI sentiment clustering and recurring comment themes.
|
Granular
| Table
| Aggregated Data Grids
| Multi-site performance ranking and metric comparison.
|
Granular
| Result Table
| Raw Survey Submissions
| Live inspection of raw survey comments and tickets.
|
💡 TIP: Standardize panel color schemes across your dashboard—use red/yellow/green color thresholds consistently on Heat Maps and CX Scorecards to help frontline managers identify low scores immediately.
⚠️ NOTE: Panel data displays respect user site permissions configured in Admin / Settings. Location managers will only see feedback and ticket metrics corresponding to their assigned physical sites.
Frequently Asked Questions (FAQs)
Q: Can I click on a chart slice or heat map cell to see underlying survey comments?
A: Yes. Clicking directly into any visual element on a panel opens a filtered drill-down view showing the individual survey responses and ticket records that make up that metric.
Q: Can individual panels be exported without downloading the full dashboard?
A: Yes. Every panel includes an export control in its header menu, allowing you to download the individual chart or data grid in PNG, PDF, or CSV format.
Q: How do panel filters interact with global dashboard filters?
A: Panels inherit global project filters (such as global date ranges or location filters) by default. However, administrators can configure individual panels with override filters to show baseline comparison data.