The Company Happiness Dashboard gives you a real-time snapshot of how customers feel about your company.
Your score is calculated using:
- CSAT (Customer Satisfaction Score)
- NPS (Net Promoter Score)
These ratings are collected from your review workflows and displayed in a centralized dashboard for quick performance monitoring.
Where Company Happiness Data Comes From
Company Happiness is powered by your Review Management settings.
To configure review collection:
- Go to Settings
- Open Review Management
- Choose how reviews are triggered:
- Enable on Conversations
- Enable on Boards
You can reference the related Review Management article for full setup instructions.
Important: Your Company Happiness score will only populate after reviews have been submitted.
How to Access the Company Happiness Dashboard
You can access Company Happiness at any time.
Steps
- Click your avatar (top right corner)
- Select Company Happiness
- The dashboard will slide in from the right
No additional permissions or setup are required to view it.
Viewing Time Periods
At the top of the dashboard, you can toggle between:
- Last 7 Days
- Last 30 Days
- Last 90 Days
The selected timeframe affects:
- Period CSAT score
- Period NPS score
- Count breakdowns
Accessing the Review Board
The dashboard shows which board stores your reviews.
- Click View Details to open the review board.
- The board is created automatically after the first review is submitted.
If No Reviews Exist
- The review board will not yet exist.
- You can still see summary scoring data once reviews are received.
Understanding Your CSAT Score
CSAT measures short-term customer satisfaction.
You will see:
All-Time Score
Your cumulative CSAT average across all reviews.
Period Score
Your CSAT score for the selected timeframe (7, 30, or 90 days).
Score Breakdown
- Positive
- Neutral
- Negative
This helps identify short-term service trends.
Understanding Your NPS Score
NPS measures long-term customer loyalty and likelihood to recommend.
You will see:
All-Time Score
Your cumulative NPS score.
Period Score
NPS for the selected timeframe.
Score Breakdown
- Promoters
- Passives
- Detractors
This helps you assess brand advocacy and risk.
When the Dashboard May Appear Empty
The dashboard may show limited data if:
- No reviews have been submitted
- Review Management has not been enabled
- The review board has not yet been auto-created
Once the first review is submitted:
- The board is automatically created
- Data begins populating
Why Company Happiness Matters
Company Happiness helps you:
- Monitor service quality trends
- Identify risk (detractors or negative reviews)
- Recognize strong performance (promoters and positive feedback)
- Compare short-term vs long-term satisfaction
- Take action before churn occurs
It provides leadership with a quick health check of customer experience.