Questionnaires Dashboard Manual
Customer satisfaction question by question: two tables — yes / no and choice questions — grouped by questionnaire, with a detail pie chart on demand.
Overview
The Customer satisfaction questionnaires dashboard reports, question by question, the answers to the satisfaction questionnaires completed during visits. Unlike the Surveys dashboard, it is built around two tables — one for yes / no questions, one for choice questions — each row being expandable into a detail pie chart.
Purpose
- Read satisfaction question by question
- Compare several questionnaires
- Drill into a question in one click
- Spot friction points
Audience
- Quality manager — customer satisfaction
- Sales management — network perception
- Area manager — feedback from their area
Satisfaction questionnaires are designed in the sales activity settings and filled in the field via Swifto CRM Mobile.
Access and navigation
Side menu: Sales activity → Customer satisfaction questionnaires dashboard.
Read-only access, subject to the profile's read right.
Difference with the Surveys dashboard
Both screens exploit questionnaires, but they do not answer the same need.
| Questionnaires dashboard | Surveys dashboard | |
|---|---|---|
| Scope | Customer satisfaction questionnaires | All field surveys (presence, hygiene, satisfaction, consumer…) |
| Selection | Several questionnaires shown together, grouped by questionnaire | One questionnaire at a time |
| Rendering | Two tables + detail pie on demand | One visual per question, by type |
| Types handled | Yes / no and choice questions | Yes/no, single choice, multiple choice, text, numeric, date |
Use this dashboard for the satisfaction review, and the Surveys dashboard to analyse a specific survey campaign.
“Yes / no” questions
The first table lists binary questions, grouped by questionnaire, with the answer counts.
| Questionnaire | Question | Yes count | No count | Detail |
|---|---|---|---|---|
| Network satisfaction 2026 | Is the delivery lead time respected? | 164 | 50 | |
| Does the sales rep call regularly? | 187 | 27 | ||
| Are complaints handled? | 141 | 73 |
| Column | Content |
|---|---|
| Questionnaire | Source questionnaire; rows are grouped on this column. |
| Question | Exact wording of the question asked. |
| Yes count | Number of positive answers. |
| No count | Number of negative answers. |
| Detail | Opens the pie chart for the question. |
Grouping by questionnaire makes it possible to display several questionnaires at once without mixing them: each block stays readable on its own.
Choice questions
The second table handles option-based questions: one row per possible answer, with its number of occurrences.
| Question | Answer | Number of answers | Detail |
|---|---|---|---|
| How do you rate our service? | Very satisfied | 86 | |
| Satisfied | 74 | ||
| Slightly satisfied | 36 | ||
| Not satisfied | 18 |
On a satisfaction scale, do not look only at the top option: the sum of the two negative options is often the most actionable indicator.
A multiple-choice question produces a total higher than the number of respondents: do not mechanically convert these counts into a percentage of customers.
Detail pie chart
The Detail button on a row opens the graphical breakdown of the question.
The pie chart restates exactly the values of the row: it adds no calculation, it simply makes the proportion readable at a glance.
Empty table
When no satisfaction questionnaire has been completed within the consulted scope, the tables display an explicit message.
First check that a satisfaction questionnaire is indeed attached to the visits, then that the mobile devices have synchronised their answers.
FAQ & Tips
A question shows 0 Yes and 0 No?
The question exists in the questionnaire but nobody answered it. Check that it is not optional and badly placed at the end of the form.
I see the same question several times?
It belongs to several distinct questionnaires. Grouping by questionnaire lets you tell them apart.
The figures differ from the Surveys dashboard?
The two screens do not share the same scope: this one is limited to customer satisfaction questionnaires, the other covers all surveys.
Can I export these tables?
The tables are meant to be read on screen; for external processing, rely on the satisfaction survey screens of the Sales activity module.
Tip — quarterly satisfaction review. Track the same questions from one quarter to the next: the trend is what matters, far more than the absolute level of an isolated quarter.
Swifto ERP · Dashboards · User Manual v1.0
Questionnaires Dashboard — Overview · Sales activity · Home