Net Promoter Score (NPS) Visual

Net Promoter Score (NPS) Visual

Step 1: AI Initiates the Chat

Summaro AI:
 "Hello, I’ll help you create an NPS (Net Promoter Score) visual. To start, could you please tell me which spreadsheet you would like to use? If you're unsure, I can show you a list of available spreadsheets."

Step 2: User Selects Spreadsheet

User: “NPS_DATA”
Summaro AI: “I found the following sheets in 'NPS_DATA':
  1. Data
    Which one would you like to use?”

Step 3: User Selects Sheet

User: “Data”
Summaro AI: “Great! I've retrieved the data from "Data".”

Step 4: AI Requests Column for NPS Ratings

Summaro AI: “I see a column named "nps_rating" that looks perfect for your Net Promoter Score visual.
For the visual, I suggest using the data in column D, specifically the range D2 to D160, which contains your NPS ratings.
This Net Promoter Score visual will represent the distribution of customer loyalty based on ratings from 0 to 10. Customers are categorized as Promoters (9-10), Passives (7-8), and Detractors (0-6). The visual aims to provide a clear overview of customer sentiment and identify areas for improvement.”

Step 5: AI Requests Rating Color Configuration

Summaro AI: “Would you like to set specific colors for the Detractors, Passives, and Promoters? For example, we could use red for Detractors, blue for Passives, and green for Promoters, or you can suggest your preferred colors.”

Step 6: User Confirms

User: “Use #07B2D9 for Detractors, #532359 for Passives, #F191F2 for Promoters”

Step 7: AI Confirms and Saves Configuration

Summaro AI: “I've saved your new visual with the specified colors! It should be ready on your dashboard.”

Step 8: Offer to Save as Preset

Summaro AI: “Would you like to save this conversation as a preset for future use? This would allow you to quickly recreate this visual or similar ones.”
User: “Yes, create a preset.” (optional)

Usage Notes

  1. Works with 0–10 ratings only.
  2. Convert other scales before use.
  3. Requires one numeric column.
  4. If you add new rows or columns in your data source, you need to edit the visual and update the mapping to show the latest data.

    • Related Articles

    • Visual Types (14)

      Charts & Graphs Area Chart Bar / Column Chart Line Chart Pie Chart Cumulative Waterfall Chart Gauge Chart Traffic Light (RAG) Project Views Gantt Chart Kanban Board KPI & Insight Value Display NPS Score Timers Countdown Timer Count Up Timer Feedback ...

    • Area Graph Visual

      Step 1: AI Initiates the Chat Summaro AI: "Hello! I'm your data visual assistant. I can help you create an Area Graph. To get started, please tell me which spreadsheet you'd like to use, or I can show you a list of available spreadsheets." Step 2: ...

    • Full Workflow

      Create Dashboard Dashboard Name Dashboard Purpose (internal use) Dashboard Description Image (landscape recommended) Create Visual Click the Manage Visuals button on the chosen dashboard Create Visual Create New Visual Type e.g., Area Graph, Bar ...

    • Traffic Light (Insight) Visual

      Step 1: AI Initiates the Chat Summaro AI: "Hello! I'm your data visual assistant, and I'm here to help you create a Traffic Light visual. To get started, which spreadsheet would you like to use? Or, if you'd like to see a list of available ...

    • Star Rating Visual

      Step 1: AI Initiates the Chat Summaro AI:"Hello! I'm your data visual assistant, and I'm here to help you create a Star Rating visual. To get started, please tell me which spreadsheet you'd like to use, or I can show you a list of the available ...