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Dashboard: track survey activity and coverage ​

The Operational Dashboard shows how surveys are progressing in the field: how many submissions there are, which outlets have been covered and which remain, and which users and outlets are most and least active. Use it to see whether a survey will reach its outlets before it ends, and where to push the field team.

Who uses it: managers and supervisors. Where: StoreBuddy › Dashboard.

The numbers in the table match the illustration.

Operational Dashboard layout with sample data: filters and information cards (1), Survey Table (2), Coverage % per chart (3), Submissions Per chart (4) and map (5)

AreaWhat it shows
1. Filters and cardsSurvey (all by default; choose surveys, then Apply), Time Period (default Last 30 Days; also Last 7/14/90 Days, Last Year, Week/Month/Quarter/Year to Date or Custom), and Market, Channel, Distributor and Classification (default All). The cards count unique Submissions, Outlets with submission and Users with submission.
2. Survey TablePer survey: color, status, days left, submissions, total, covered and remaining outlets, average submissions per outlet, and coverage %. Covered outlets are outlets with at least one submission.
3. Coverage % perCoverage grouped by City, State, Market, Distributor, Channel or Classification, with its own survey selector.
4. Submissions PerSubmissions by User or Outlet, as Top 20 or Bottom 20.
5. MapOutlets with submissions. Nearby outlets are grouped into one marker; select it for details.

Typical uses ​

  • Will the survey finish on time? Compare days left with remaining outlets in the Survey Table.
  • Where is coverage low? Use Coverage % per by market, distributor or channel.
  • Who needs follow-up? Switch Submissions Per to User and Bottom 20.

To see what was answered, open a submission in the Inbox or analyze a survey in Result Analysis.