Business Value

The Survey dashboard provides access to survey execution data collected during CRM activities and helps analyze survey completion across employees, territories, organizations, and customer segments.

The dashboard allows users to review submitted surveys, analyze survey distribution, and investigate survey responses using flexible filtering and pivot table capabilities.

The dashboard helps users:

• monitor survey execution;
• analyze survey completion across employees and territories;
• review submitted survey records;
• identify survey activity trends;
• support market research and data collection initiatives;
• validate survey participation and reporting completeness.

KPIs

The Survey dashboard does not contain summary KPI cards.

All survey metrics are available through the detailed survey table and Pivot Table Builder.

Additional Business Rules

• All visualizations are recalculated according to active filters.
• Only surveys available within the selected reporting scope are displayed.
• Survey data depends on CRM synchronization status.
• User permissions may limit visibility of employees, organizations, territories, or survey results.
• The Pivot Table Builder controls which dimensions are displayed in the Detailed Survey Table.