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How to track your KPIs

How to track your KPIs

Owned by Carlos Carasco
Last updated: Dec 05, 2024
3 min read

Insights Page

KPIs saved on the homepage are updated in real-time. The search function also updates the KPIs boxes so you can see what your values are in relation to certain filters you set.

KPIs are shown per team, so if you have someone in the HQ team, they'll see different KPIs compared to someone in a sub-team

Manually add a KPI

The benefit of adding a manual KPI is you have further flexibility of what type of metric you’d like to track. You can use percentages, decimal places, and other words like minutes or seconds.
Here are some common KPI measurements our customers use:

Goal 

Variable or Formula 

Average global Satisfaction Ratio

{satisfaction_ratio}

Average NPS

{nps}

Average time taken to complete the survey (in seconds)

({time}/1000).toFixed(1)+'sec'

Total number of feedback

{feedback_count}

Pushes sent from step 1 of the campaign

{pushes_count}

Response rate

(({feedback_count}*100)/{pushes_count}).toFixed(2)+'%'

Answered questions rate 

({total_answered_questions}/({total_skipped_questions}+{total_answered_questions}))*100

Attribute Quantity

{attribute_name}

Total feedback of an attribute value

{feedback_count(attribute_name=value)}

Find data for a specific question

{question_id:123}

 

Find data for multiple questions

{question_ids:xxx,xx}

 

Find data for a specific question option

{question_option_id:123}

Find data for a specific segment 

{segment_id:123}

Find number of answers of specific questions

{total_question_id:123,456}

Find number of answers of a specific question option

{total_question_option_id:123}

Total feedback of a segment

{feedback_count(segment_id:xxx)}

NPS per team

{nps(team_id:123)}

NPS per attribute

{nps(attribute_name=attribute_value)}

Satisfaction Ratio of a segment

{satisfaction_ratio(segment_id=123)}

Satisfaction Ratio of a team

{satisfaction_ratio(team_id=123)}

Satisfaction Ratio of a survey

{satisfaction_ratio(carrier_id=123)}

Satisfaction Ratio per attribute

{satisfaction_ratio(attribute_name=attribute_value)}

Satisfaction Ratio for segments

{satisfaction_ratio(segment_ids=xxx,xxx,)}

Question ID location: Sources → Survey → Question Cog → Info
Segment ID location: Actions → Segments → Segment Cog → Info
Team ID location: Profile → Users and teams → Team Cog → Info


Compare KPIs

Compare KPIs using any filter that exists within the search button

Looking at the KPI you want to compare, select the filter you’d like to use.

View your KPI in the activity chart

 

 

Adding KPIs as per a dashboard view

 

Customize the Activity Chart

Save any changes made to the activity chart by clicking the Save button, the current state of the chart is stored, preserving the chosen measurement, time period, or breakdown.