Dashboard and Reports
The CapySays dashboard gives Owners a live view of how feedback is trending across their entire organization. From high-level KPI cards to staff performance and location comparisons, everything you need to understand what your customers are experiencing is in one place.
Accessing the Dashboard
Role required: Owner only.
Select Dashboard from the main navigation. The dashboard loads the Overview tab by default and covers all branches and locations within your organization.
Time Range Selector
All dashboard data is scoped to a time range. Use the selector at the top of the page to switch between:
| Range | Description |
|---|---|
| 7 days | Last 7 days — best for day-to-day operational monitoring |
| 30 days | Last 30 days — useful for monthly reviews |
| 90 days | Last 90 days — suited for quarterly planning and trend analysis |
Changing the time range updates every chart, table, and KPI card on the page simultaneously.
Trend Indicators
Most metrics display a trend indicator alongside the current value — an upward or downward arrow paired with a percentage. The trend compares your current period to the equivalent period immediately before it.
For example, if you are viewing the 30-day range, the trend compares the last 30 days to the 30 days before that. This makes it easy to see whether things are improving, holding steady, or declining — without having to do the comparison yourself.
See Understanding Trends for details on how to read these indicators.
Overview Tab
The Overview tab is the default view when you open the dashboard. It surfaces the most important signals across your whole organization at a glance.
KPI Cards
Three summary cards appear at the top of the Overview tab.
Total Feedback The number of feedback submissions recorded during the selected period. The trend indicator compares this count to the equivalent previous period, so you can see whether engagement is growing or falling.
Average Rating The mean rating across all submissions in the selected period. This is a composite of all rating dimensions collected — not just a single score. The trend indicator shows whether satisfaction has moved up or down compared to the previous period.
Active Devices The number of devices currently in Active status across your organization. This is a point-in-time count, not a period total — it reflects your current device footprint rather than a trend.
Feedback Over Time
A line chart showing how many feedback submissions were recorded on each day within the selected period.
Use this chart to identify:
- Busy periods — days with unusually high submission volume, which may reflect peak foot traffic or a special event.
- Quiet periods — days with low volume, which might indicate a device went offline, a location was closed, or engagement dropped.
- Trends over time — a consistently rising line suggests growing customer engagement; a declining line warrants investigation.
Rating Distribution
A doughnut chart showing how ratings are distributed across all submissions in the selected period. Each segment represents a rating value (for example, 1 star through 5 stars), sized proportionally by how many submissions received that rating.
This chart gives you an immediate sense of overall satisfaction shape. A distribution heavily weighted toward the top ratings is a strong signal; a bulge in the lower ratings calls for attention.
Recent Feedback
A table showing the 10 most recent feedback submissions across your organization.
| Column | Description |
|---|---|
| Device | The name of the feedback device that collected the submission |
| Location | The location the device belongs to |
| Average Rating | The mean score across all rating dimensions in that submission |
| Staff Member | The staff member the customer selected, if any |
| Timestamp | When the submission was recorded |
Use this table to quickly spot recent praise you can share with your team, or recent issues that need immediate follow-up.
Team Tab
The Team tab shows performance analytics broken down by staff member and rating dimension. Use it to recognize high performers, support team members who may be struggling, and understand which aspects of the customer experience need the most attention.
Staff Leaderboard
A ranked list of all staff members who received at least one piece of feedback during the selected period.
For each staff member, the leaderboard shows:
- Average Rating — their mean score across all submissions where they were selected, with a trend indicator vs. the previous period.
- Feedback Count — how many submissions included this staff member.
Staff members who are no longer active in your organization are flagged so you can distinguish current and former team members when reviewing historical data.
The leaderboard is a tool for coaching and recognition, not a punitive ranking. A staff member with a lower score may simply be handling higher-volume or more challenging interactions — look at feedback count alongside average rating before drawing conclusions.
Dimension Breakdown
A bar chart showing the average score per rating dimension label across all submissions in the selected period.
For example, if your screens collect ratings on Service, Cleanliness, and Value, you will see a bar for each. A dimension with a noticeably lower average than the others is a signal that a specific aspect of the customer experience needs improvement — regardless of which staff member or location is involved.
Use this chart in combination with the Staff Leaderboard to distinguish between people-related issues and systemic ones.
Locations Tab
The Locations tab compares performance across all locations within your organization. It is useful for identifying which locations are excelling, which need support, and how performance changes over time.
Location Comparison
A table listing all locations with feedback activity during the selected period.
| Column | Description |
|---|---|
| Location | The name of the location |
| Branch | The branch the location belongs to |
| Average Rating | Mean rating for this location, with trend indicator |
| Feedback Count | Total submissions recorded at this location |
| Active Devices | Number of currently active devices at this location |
Sort the table by any column to quickly surface your best- and worst-performing locations, or to find locations with unexpectedly low device counts.
Location Trends
A multi-line chart showing the daily average rating for the top 5 locations by feedback volume, plotted over the selected period.
This chart lets you see how individual locations perform relative to each other over time, and whether a location's rating has been stable, improving, or declining. A location whose line diverges sharply downward from the others is a candidate for immediate follow-up.
Activities Tab
The Activities tab shows analytics broken down by activity. Activities represent structured sessions, classes, or shifts that take place at a location. If your organization uses activities, this tab helps you understand which programs are most valued and most engaged with.
Activity Comparison
A table listing all activities with feedback activity during the selected period.
| Column | Description |
|---|---|
| Activity | The name of the activity |
| Location | The location where the activity takes place |
| Average Rating | Mean rating for this activity |
| Feedback Count | Total submissions linked to this activity |
Use this table to compare the performance of similar activities across locations, or to identify which programs consistently earn the highest ratings.
Activity Trends
A multi-line chart showing the daily submission count for the top 5 activities by feedback volume, plotted over the selected period.
Unlike the Location Trends chart (which shows rating over time), Activity Trends focuses on volume — how much feedback each activity generates day by day. This helps you track engagement patterns: a session that generates lots of feedback on certain days may reflect a recurring schedule, while a sudden drop may indicate the activity was cancelled or the device went offline.
Understanding Trends
Every trend indicator on the dashboard follows the same logic: it compares the selected period to the equivalent period immediately before it.
| Selected Range | Trend Compares |
|---|---|
| 7 days | Last 7 days vs. the 7 days before that |
| 30 days | Last 30 days vs. the 30 days before that |
| 90 days | Last 90 days vs. the 90 days before that |
Reading the Arrows
- Green arrow up — the metric improved compared to the previous period. On ratings, this means satisfaction increased. On feedback count, this means more customers engaged.
- Red arrow down — the metric declined. On ratings, satisfaction dropped. On feedback count, engagement fell.
- No arrow / neutral — the metric is unchanged or the previous period had no data to compare against.
A downward trend on feedback count is not always bad — if you reduced the number of active devices intentionally, you would expect fewer submissions. Always interpret trends in context.
Tips for Getting the Most from Your Dashboard
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Check the dashboard at least weekly. Trends are easier to act on when you catch them early. A small dip in average rating is much easier to address than a sustained decline that has gone unnoticed for a month.
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Match the time range to your goal. Use the 7-day view for day-to-day operational monitoring, the 30-day view for monthly reviews, and the 90-day view for quarterly planning and board-level reporting.
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Cross-reference the Team and Locations tabs. If a location is underperforming, check whether the same pattern appears in the Staff Leaderboard. If the low-performing location also has low-rated staff, the issue may be people-related. If the staff ratings are fine but the location rating is still low, the issue is more likely environmental — noise, cleanliness, wait times, or physical setup.
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Use the Activities tab to evaluate programs. High engagement (feedback count) combined with high ratings indicates a program customers value. High engagement with low ratings is a strong signal that the program needs attention. Low engagement may simply mean the device is not positioned well for that session.
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Share the dashboard with your team. While only Owners can access the dashboard, sharing screenshots or exports during team meetings helps staff understand how their work is received and motivates improvement.
Related Pages
- Feedback Collection
- Team Management
- Activities and Scheduling
- Organizations — data export for deeper analysis
- Glossary