Surveys combine qualitative and quantitative data collection — and numeric answers can become KPIs automatically.
1. Create a survey #
Go to Admin Panel → Surveys and select Create new survey. The builder works just like the application form builder.
2. Add questions — and convert numeric ones to KPIs #
Add your questions, and convert any numeric question into a venture KPI so responses flow straight into the venture’s KPI dashboard.
3. Target and schedule #
Target the audience (sub-groups of ventures or specific roles), set the schedule, and share the Invite link.
4. Track responses #
Follow replies via Responses — individual responses or an aggregated summary.
Collect once, use twice. Converting a numeric survey question to a KPI means the data populates both your survey results and the venture’s KPI charts.
Related: Creating a recurring survey · Defining KPIs · Viewing KPI dashboards.
