The Business section of the Insights dashboard in Customerly offers a powerful overview of your customer engagement through lead tracking and Net Promoter Score (NPS) analysis. Here's a step-by-step guide on how to make the most of these features.
To get started:
Navigate to the left-hand menu and click on Insights.
You'll be taken to the main dashboard. Click on the Business tab to access relevant data.
In the Leads section:
Use the filters to set a time range and granularity (daily, weekly, or monthly).
This allows you to visualize how many new leads and new users have joined your system over time.
This straightforward metric helps you measure acquisition trends and campaign performance.
Understanding net promoter score (NPS)
NPS is a vital metric to understand customer loyalty and satisfaction. Here's how to use it effectively:
At the top of the NPS dashboard, you can check if the NPS survey is currently active.
You’ll also see the time frame filter, and the option to segment your audience:
Everyone
Users
Leads
You can go even deeper by filtering results based on:
Campaigns
Companies
Tags
This helps you understand how specific user segments perceive your product.
Main NPS metrics
Here’s what you’ll see:
Overall NPS score
Trend graph showing how the score changes over time
Average votes
Total responses sent and received
These indicators help you gauge how engaged your users are and how likely they are to recommend your product.
View NPS data by daily, weekly, or monthly.
Scores are split into:
Promoters (scores 9–10)
Passives (scores 7–8)
Detractors (scores 0–6)
This breakdown gives clarity on where you stand in customer satisfaction.
Vote distribution
You’ll see a visual distribution of responses from 0 to 10, helping you identify:
What drives high satisfaction
Where the experience may be falling short, especially if there are many low scores (0–6)
Understanding these can help prevent customer churn and improve retention.
Beneath the score data, you’ll find individual feedback left by respondents.
Use the AI-powered summary tool to quickly review key insights across responses.
You can also filter feedback by Promoters, Passives, or Detractors to focus on specific sentiments.
The Business Insights dashboard gives you a clear picture of how your customer base is evolving and how they feel about your service. Use this data regularly to:
Track lead growth
Monitor and improve customer satisfaction
Respond to feedback and reduce churn
For a deeper understanding of NPS and how to act on the insights, explore our dedicated training resources or contact our team for support.