Customer Feedback (Dashboard)
Overview
- Five filters for Segment, Region, Product, Channel, and NPS Category, with a removable chip for every active filter and a single Reset filters button
- Five headline tiles – average CSAT as a ring gauge, average overall rating on a five-segment meter, NPS on a diverging scale, would-recommend as a donut, and response volume with a monthly column sparkline
- A rating trend line plotting average score over time on a fixed one-to-five scale, with the latest point called out so the direction of travel is unmistakable
- An agent leaderboard ranking support agents by average rating, each bar colored green, amber, or red against the score it earned
- Hundred-percent stacked bars for promoter, passive, and detractor mix by segment and by region, so a weak market shows up next to a strong one
- A sortable response table with star ratings and NPS badges, where any row expands to show the product, channel, agent, and comment behind it
- A searchable comments feed of what customers actually wrote, color-coded by NPS category, and clicking any chart element filters the entire page to that slice
Benefits
- Puts CSAT, NPS, and the verbatim comments on one page instead of three separate exports
- Shows which agents and which segments drive the score, not just what the score is
- Makes detractor feedback readable in context, with the comment sitting next to the rating that produced it
- Lets a leader drill from a summary number to the individual response in two clicks
- Turns a list the support team already maintains into reporting, with no new system to buy or roll out
- Serves the customer experience director and the team lead from one page, because the filters change who the page is for
- Opens in any browser and can be embedded directly into a SharePoint page
Details
- Build Method: Copilot Dashboard
- Chart Types: KPI card, Gauge chart, Donut chart, Line chart, Sparkline, Stacked bar chart, Bar chart, Table
Common Questions About the Customer Feedback Dashboard
What is this customer feedback dashboard built with?
It is built on a standard SharePoint list of survey responses, with Microsoft 365 Copilot generating the dashboard page from that list. There is no third-party reporting tool and nothing to license beyond Microsoft 365. The charts, filters, response table, and comments feed all live on one page that can be embedded in a SharePoint site – the kind of clean, maintainable reporting Greg Zelfond builds for customer experience teams.
What is included on the customer feedback dashboard?
Five tiles covering average CSAT, average overall rating, NPS score, would-recommend percentage, and response volume. Below them sit a rating trend line, an agent leaderboard, stacked promoter mix bars by segment and by region, a sortable response table with expandable rows, and a searchable comments feed. Filters cover segment, region, product, channel, and NPS category.
Where does the dashboard data come from?
A single SharePoint list with fourteen columns – response ID, submitted date, customer, segment, region, product or service, channel, overall rating, NPS score and category, would recommend, handled by, resolution rating, and the comment itself. Most support teams already keep a version of this list.
Does the dashboard refresh automatically from the SharePoint list?
This example carries its data with it, so it opens instantly and works offline, and it is refreshed by regenerating the page from the current list. When a live-refreshing view is the requirement instead, the same numbers can be charted with the Quick Chart web part directly on a SharePoint page, or with Power BI when scheduled refresh is needed.
Should we use Copilot, the Quick Chart web part, or Power BI?
It depends on how much you need. The Quick Chart web part is the lightest option – one chart, pointed at a list, no setup. A Copilot-generated dashboard suits a full page with filters and several linked charts that move together. Power BI earns its place when data volumes are large, sources need joining, or row-level security and scheduled refresh matter.
Can Greg build this dashboard for our organization?
Yes – this is exactly the kind of work Greg Zelfond does. As an independent SharePoint consultant and Microsoft MVP, he sets up the underlying list, shapes the columns so the charts are worth drawing, and builds the dashboard around the questions your leadership actually asks rather than the ones the data happens to answer. Reach out through the contact page.
