Best practices / templates to create an NPS Form and Dashboard

Silvana Luna

Good afternoon,

I need to create a form to measure Net Promoter Score (NPS) for our PMO office. I have samples for the questions, but I would like to know if anyone has experience building a form specifically to measure NPS. Any ideas/suggestions are welcome.

Thanks!

Silvana

Genevieve P.

Hi @Silvana Luna

I don't personally have experience in this area, but I found some resources online that you may find helpful:

• 5 Interesting Ways Real Companies Use Net Promoter Score Results
• Best Practices for Implementing NPS Surveys
• 10 NPS best practices

Here are some templates specific to Smartsheet:

• Feedback Forms Templates
• Customer Feedback Form

Once you have your form set up how you'd like, there are a number of things that you may want to track from the intake sheet. For example, you could use a simple COUNT formula to see how many submissions have come in, then display this number on a Dashboard. Or you could use a Report to filter and see the submissions that have come in within the last week.

I would suggest downloading a few of the Template Sets from the Solution Center to see different possible ways of setting up this Dashboard. The set Employee Pulse Check (see here) has a good example of how you can configure a Dashboard based on survey information.

I hope this helps!

Cheers,

Genevieve

Genevieve P.

Hi @Silvana Luna

I don't personally have experience in this area, but I found some resources online that you may find helpful:

• 5 Interesting Ways Real Companies Use Net Promoter Score Results
• Best Practices for Implementing NPS Surveys
• 10 NPS best practices

Here are some templates specific to Smartsheet:

• Feedback Forms Templates
• Customer Feedback Form

Once you have your form set up how you'd like, there are a number of things that you may want to track from the intake sheet. For example, you could use a simple COUNT formula to see how many submissions have come in, then display this number on a Dashboard. Or you could use a Report to filter and see the submissions that have come in within the last week.

I would suggest downloading a few of the Template Sets from the Solution Center to see different possible ways of setting up this Dashboard. The set Employee Pulse Check (see here) has a good example of how you can configure a Dashboard based on survey information.

I hope this helps!

Cheers,

Genevieve

Silvana Luna

Genevieve, this is exactly what I was looking for. Thank you so much!

Genevieve P.

No problem! 🙂