Overview page

Overview page

Overview Page

Overview

The Overview Page in the Reports module provides a consolidated snapshot of survey performance by combining key metrics, trends, and text analysis insights into a single view.

It helps users quickly understand customer feedback using both quantitative data such as NPS and response counts, along with qualitative insights like trending tags, sentiment analysis, comments, and word clouds.

The Overview page is designed for quick analysis and decision-making, allowing teams to monitor survey health without navigating through multiple reports.

When to use it:
Use the Overview Page when you want a high-level understanding of survey performance, customer sentiment, and feedback trends.

IdeaUse the Overview Page as a daily monitoring dashboard for tracking customer experience and identifying emerging issues quickly.

Key Use Cases

  • Monitor overall survey and NPS performance
  • Track customer sentiment trends over time
  • Identify key feedback themes and issues
  • Review important customer comments quickly
  • Analyze filtered survey segments

How to Use the Overview Page

How to Access the Overview Page

  1. Open the required survey
  2. Go to the Reports tab
  3. Open Overview

Key Metrics Summary

At the top of the Overview page, users can view high-level survey metrics that provide a quick performance snapshot.

This includes:

  • NPS Score
  • Total Responses
  • Filtered Responses

The NPS Score is displayed using a color-coded gauge:

  • Green → Positive
  • Orange → Neutral
  • Red → Negative

These metrics help users quickly assess overall survey performance and customer satisfaction.

Date Range & Filters

The Overview page supports date filtering and response segmentation to help users analyze specific time periods or audience groups.

Users can select predefined ranges such as:

  • Today
  • Last 7 Days
  • Last 30 Days
  • Last 90 Days
  • All Time
  • Custom Range

Additional filters can also be applied to refine analysis based on survey data, attributes, or responses.

Users can reset all applied filters using the Clear Filters option.

InfoFilters update all widgets and insights across the Overview page simultaneously.

Export & AI Insights

The Overview page supports both exporting and AI-assisted analysis.

Users can:

  • Export report data as Excel or CSV
  • Import data using CSV files
  • Use SensAI for AI-powered insights and interpretation

SensAI helps summarize insights and identify trends faster without requiring manual analysis.

NPS Details

The NPS Details section breaks down responses into:

  • Promoters (9–10)
  • Passives (7–8)
  • Detractors (0–6)

This section includes:

  • Percentage distribution
  • Number of responses
  • Visual progress indicators
It helps teams understand overall customer loyalty and satisfaction levels.

NPS Trend

The NPS Trend section displays how NPS changes over time using a line chart.

Users can:

  • View time-based NPS changes
  • Adjust the analysis period
  • Track improvements or declines in customer satisfaction


This helps monitor long-term performance trends and measure the impact of business changes.

Top Comments

Top Comments highlights important open-ended customer feedback collected through the survey.

This section helps teams:

  • Quickly review customer opinions
  • Identify recurring concerns
  • Understand the context behind survey scores

If sufficient text feedback is unavailable, the section may display a placeholder message instead.

Trending Tags automatically identify commonly discussed topics from survey responses.

For each tag, users can view:

  • Tag Name
  • Response Count
  • Response Percentage
  • NPS Score associated with the tag


This helps identify:
  • Frequently discussed topics
  • Major pain points
  • Drivers of positive or negative feedback

Word Cloud

The Word Cloud visually represents the most frequently used words in customer feedback.

Larger words indicate higher frequency of mentions, helping users quickly identify common themes and discussion topics.

Word Clouds are generated based on the selected survey question or feedback dataset.

Overall Sentiment

The Overall Sentiment section displays sentiment analysis for survey responses.

Responses are categorized into:

  • Positive
  • Neutral
  • Negative


This section includes:
  • Percentage distribution
  • Number of verbatims or responses

It helps users understand the emotional tone of customer feedback and overall satisfaction levels.

Notes
Combining quantitative metrics with qualitative insights provides a more complete understanding of customer experience.

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