Build your own view: pick a metric, how to group it, and how to display it. Widgets respect the filters above.
CX Maturity
A blend of three things: automatic CX Performance (NPS/CSAT/CES), automatic Program Maturity (survey coverage, cadence, agent certification), and a short quarterly Organizational Maturity check-in below.
Breakdown
Program Maturity signals
Company-wide. Per-branch figures are available in the Dashboard's branch table.
Organizational Maturity (manual, company-wide)
These can't be measured from survey data — review and update quarterly. Rate each 1 (Ad Hoc) to 5 (Optimized).
CX Performance formula: NPS→(NPS+100)/2, CSAT used as-is, CES→(5−CES)/4×100, averaged. Program Maturity: average of survey coverage %, cadence consistency %, agent certification rate % (plus cross-branch consistency at the company level). Overall = average of all three components company-wide; branch-level figures use CX Performance + Program Maturity only. Level bands: <20 Ad Hoc · 20–40 Emerging · 40–60 Defined · 60–80 Managed · 80–100 Optimized.
Survey Builder
Changes here define what field agents see. Question text can be written in any language. Nothing reaches devices until you publish.
Branches
Customer segments
Channels
Loan products
Core questions
Satisfaction (CSAT) questions
"Overall satisfaction" is locked — every dashboard calculation depends on it.
Branding
Set the logo and client name shown on the field agent app. SVG is recommended.
Client logoField Agents
Two steps to add an agent: (1) create their login in Supabase → Authentication → Users → Add user; (2) assign their name, branch, and role here using the same email.
Sets their name, branch, designation, and employee code all at once. This does not create their login — do that first in Supabase → Authentication → Users, using the same email (order doesn't matter, but both must match before they can sign in).
Current agents
| Name | Branch | Designation | Code |
|---|
Customers
Each customer can be assigned to a specific field officer by their employee code. Leave unassigned to keep it in the branch's shared pool, visible to any agent there until claimed. Bulk format: one per line — Customer ID, Name, Branch, Segment, Employee Code (segment optional).
| Customer ID | Name | Branch | Segment | Assigned agent |
|---|
Gamification Settings
Points are calculated automatically by the database the moment an agent submits a response.
Saving only affects new responses. Use "Recalculate all points now" to re-score past responses too.
Leaderboard
| # | Agent | Branch | Responses | Points |
|---|
Post company news
Shown as a carousel on the field agent app's Home screen.
Published news
Each response is tagged with the agent's GPS location at the moment of submission, to confirm the visit took place. Click "Map" to view the pin.
| Date | Branch | Agent | Customer | NPS | CSAT | Location |
|---|
Courses
Field agents see every published course and track their own progress automatically.