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Table of Contents

Introduction

The SimpleSAT dashboards package is an integration that captures the The Simplesat Dashboards Package captures customer satisfaction (CSAT) and net promoter score (NPS) data from the SimpleSAT Simplesat tool and provides users a complete overview of the a company's performance. It shows overall CSAT and NPS scores and breakdowns broken down per company, per customer, and more. Users can click on any widget to drill down on specific metrics, making it easier to identify opportunities and resolve issues.

SimpleSAT Dashboards sample view

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Read this article for an overview of the Simplesat Dashboard Package and the following topics: 

Table of Contents

Simplesat Dashboards Sample View


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Dashboard Information

Dashboard Name

Description 

SimpleSAT Simplesat CSATA dashboard showing the overall CSAT score and its breakdown per team member, per company, per sentiment, and over time.
SimpleSAT Simplesat NPSA dashboard showing the overall NPS score and its breakdown per team member, per company, per sentiment, and over time.
SimpleSAT Simplesat CSAT Last 90 DaysA dashboard showing overall CSAT score and its breakdown per team member, per company, per sentiment, and over time.CSAT metrics for different time ranges: current week, current month, previous month, and last 90 days. 

Widgets Information

Widget  NameTypeDescription Link Dashboard
CSAT Score - Current MonthCard NumberA card number displaying the CSAT score in %
SimpleSAT
Simplesat CSAT
Positive Ratings - Past 12 MonthsCard NumberA card number displaying the total number of positive ratings
Neutral Ratings - Past 12 MonthsCard NumberA card number displaying the total number of neutral ratings
Negative Ratings - Past 12 MonthsCard NumberA card number displaying the total number of negative ratings
Sentiment Breakdown - Past 12 MonthsPie ChartA pie chart showing % of positive, neutral, and negative ratings
Ratings Over Time (Weekly) - Past 12 MonthsColumn ChartA bar chart showing levels of each
sentiments
sentiment across previous weeks
CSAT
By
by Team MemberGridA table showing CSAT scores per team member in ascending order
CSAT
By
by CompanyGridA table showing CSAT scores per company in ascending order
Feedback Stream - FullGridA table showing complete information
of
on each feedback received
NPS
Overall Net Promoter ScoreCard NumberA card number displaying the NPS score
SimpleSAT
Simplesat NPS
Positive Ratings - Past 12 MonthsCard NumberA card number displaying the total number of positive ratings
Neutral Ratings - Past 12 MonthsCard NumberA card number displaying the total number of neutral ratings
Negative Ratings - Past 12 MonthsCard NumberA card number displaying the total number of negative ratings
Sentiment Breakdown - Past 12 MonthsPie ChartA pie chart showing % of positive, neutral, and negative ratings
Ratings Over Time (Weekly) - Past 12 MonthsColumn ChartA bar chart showing levels of each
sentiments
sentiment across previous weeks
NPS
By
by CompanyGridA table showing NPS scores per company in ascending order
NPS
By
by CustomerGridA table showing NPS scores per customer in ascending order
Feedback Stream - FullGridA table showing complete information
of
on each feedback received
Average CSAT Score - Current MonthProgress TrackerA progress tracker displaying the average CSAT score in the current month
.
SimpleSAT
Simplesat CSAT Last 90 Days
Average CSAT Score - Previous MonthProgress TrackerA progress tracker displaying the average CSAT score from the previous month
.
Average CSAT
Temp - Current Month
Score - Last 90 DaysProgress TrackerA progress tracker displaying the average CSAT score
in
for the
current
previous month
with conditional formatting.
Average
CSAT
Temperature - Past
Score Last 90 Days
Progress TrackerCSAT Score Last 90 DaysCard NumberA card number displaying the CSAT score for last 90 days in %Sentiment Line ChartLine ChartA line chart showing levels of each sentiments across previous weeks
Card NumberA progress tracker displaying the average CSAT score
in the last 90 days with conditional formatting.
for the previous month
Line Chart - Sentiment Line ChartA progress tracker displaying the average CSAT score for the  last 90 days 
Customer Satisfaction SummaryGridA table showing complete information
of
on each
ratings
rating from customers
Weekly Client FeedbackPie ChartA pie chart showing % of positive and negative feedback for the week

How to install the SimpleSAT Dashboards Package?

 1.  Navigate to the MSPBots Apps page

 2.  Click + Add From Marketplace  

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3. Select "SimpleSAT Dashboards Package" on the list.  Then, click "Add" button.

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How to view the SimpleSAT Dashboards?

1.  Navigate to the MSPBots Apps page

2.  Click "SimpleSAT Dashboards Package"

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3.  Hover into the "Dashboard" drop-down menu. Then, Click and select to view the specific Dashboard.

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...

Purchasing the Simplesat BI Package

  1. Log in to MSPbots and go to MarketPlace.
  2. On the Marketplace tab, click the BI Packages tab.
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  3. Locate the Simplesat BI package package and click it. This action will take you to the Purchase window.
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  4. Read the inclusions in the package and click Purchase when ready.
  5. Next, select the type of purchase plan. Then, click the Purchase button.
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  6. Input your Credit Card details and click Save.
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  7. Proceed to complete your order.

Accessing the Simplesat BI Packages

The steps below are done after purchasing the Simplesat BI Package.

  1. Log in to MSPbots and go to the Apps page.
  2. Locate the Simplesat BI Package then click it to open.
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  3. On the Dashboards tab, select the dashboard, widget, dataset, or bot that you want to view. 
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