diff --git a/content/applications/marketing/surveys.rst b/content/applications/marketing/surveys.rst index ee7d843fa..9be865111 100644 --- a/content/applications/marketing/surveys.rst +++ b/content/applications/marketing/surveys.rst @@ -14,3 +14,4 @@ Surveys surveys/scoring surveys/time_random surveys/live_session + surveys/analysis diff --git a/content/applications/marketing/surveys/analysis.rst b/content/applications/marketing/surveys/analysis.rst new file mode 100644 index 000000000..e70fe3f7e --- /dev/null +++ b/content/applications/marketing/surveys/analysis.rst @@ -0,0 +1,258 @@ +=============== +Survey analysis +=============== + +After surveys have been created and sent to participants, it is only a matter of time before the +responses start to come in. When they do, it is important to know where and how to analyze them in +the Odoo *Surveys* application. + +Fortunately, Odoo provides numerous ways to view survey responses, allowing users to access and +analyze survey responses as they are submitted. + +See results +=========== + +Upon opening the :menuselection:`Surveys` application, the main dashboard reveals a list of all the +surveys in the database, along with pertinent information related to each one. + +By default, every survey line showcases its number of :guilabel:`Questions`, :guilabel:`Average +Duration`, and how many participants have :guilabel:`Registered` or :guilabel:`Completed` the +survey. + +There are also elements showing the percentage of how many participants :guilabel:`Passed` (if a +*Required Score (%)* was configured), or how many participants became :guilabel:`Certified` (if the +*Is a Certification* option was configured). + +.. note:: + To learn more about the different analytical elements found on the :guilabel:`Surveys` dashboard, + check out the :doc:`Survey Essentials <../surveys/create>` documentation. + +On the :guilabel:`Surveys` dashboard, to the far-right of each survey line displayed in the default +list view, there is a :guilabel:`See results` button. + +.. image:: analysis/see-results-button.png + :align: center + :alt: The 'See Results' button present on the main dashboard of the Odoo Surveys application. + +When the :guilabel:`See results` button is clicked, a new browser tab opens, revealing a separate +page filled with all of that particular survey's results and responses, with an informative +:guilabel:`Results Overview` and some filtering drop-down menus at the top. + +.. image:: analysis/results-page.png + :align: center + :alt: Typical survey results page when 'See results' is clicked from the Odoo Surveys dashboard. + +At the top of the page, there is an :guilabel:`Edit Survey` link, in the middle of a blue header +banner. When clicked, Odoo returns the user to the survey form for that particular survey. + +Beneath that, is the title of the survey, and its description, if one was configured for it on its +survey form. + +To the right of the survey title, there are two drop-down menus with various filtering options, +which can be used to personalize and segment the survey results in a number of different ways. + +The first filter drop-down menu is set on the default :guilabel:`All Surveys` option, meaning the +results below are showing results and responses from all the submitted surveys, regardless if they +have been fully completed or not. + +When that drop-down menu is clicked open, another option, :guilabel:`Completed surveys`, appears. + +.. image:: analysis/all-surveys-dropdown.png + :align: center + :alt: The 'All surveys' drop-down menu opened on the 'See results' page of the Odoo Surveys app. + +With that drop-down menu open, the number corresponding to each filter option appears to the right +of each option. + +To the right of that drop-down menu of filter options, is another drop-down menu of filter options +that can be used to further customize the results showcased on this page. + +That drop-down menu is set to the :guilabel:`Passed and Failed` option, by default. This option +shows the results and responses from all participants who have passed or failed this particular +survey. + +.. note:: + This second drop-down menu of filter options **only** appears if the survey being analyzed has a + *Scoring* option configured, or if the *Is a Certification* feature has been enabled. + +When that second drop-down menu of filter options is clicked open, two additional options appear: +:guilabel:`Passed only` and :guilabel:`Failed only`. + +.. image:: analysis/passed-failed-dropdown.png + :align: center + :alt: The 'Passed and Failed' drop-down menu on the 'See results' page of the Odoo Surveys app. + +Each option would filter the results below to only show responses from participants who have passed +the survey, or who have failed the survey, respectively. + +Directly beneath the survey title, there is a :guilabel:`Print` button. When clicked, the entire +results page can be printed. + +The :guilabel:`Results Overview` section is below the survey title, filter option drop-down menus, +and :guilabel:`Print` button. + +.. image:: analysis/results-overview.png + :align: center + :alt: The 'Results Overview' section on the 'See results' page in the Odoo Surveys application. + +This section of the results page provides a summarized collection of useful survey-related data and +metrics for quick analysis. + +Question analysis +----------------- + +Directly beneath the :guilabel:`Results Overview` section is where the results and responses of the +survey are found. + +.. note:: + The various sections of the survey, if there were any, appear at the top of their corresponding + questions on the results page, as well, for added organization. + +Every question that was a part of the survey is shown, along with an in-depth breakdown, and visual +representation, of how it was answered by participants, beneath the :guilabel:`Results Overview` +section. + +Each question is displayed above its corresponding results. To the left of the question is an +:guilabel:`👁️ (eye)` icon. When clicked, Odoo hides the visual and data-related results and +responses. When clicked again, that question's visual and data-related results re-appear. + +To the far-right of the question, there are indicators to see how many participants +:guilabel:`Responded` and how many :guilabel:`Skipped` the question. + +.. image:: analysis/responded-skipped-indicators.png + :align: center + :alt: The Responded and Skipped indicators on the 'See results' page in Odoo Surveys. + +If the question required the participant to enter in their own answer, without any options to choose +from, like entering a specific number or date, for example, there is also an indicator to showcase +how many users answered the question :guilabel:`Correct`. + +.. image:: analysis/correct-indicator.png + :align: center + :alt: Sample of a 'correct' indicator on the 'See results' page in the Odoo Surveys application. + +.. note:: + Even if there is no configured *correct* response for question of this nature, the + :guilabel:`Correct` indicator still appears, although, it displays a `0`. + + This would occur for opinion-based questions, like `When would be a good time to hold another + sale?` + +If there is only one correct response to a multiple choice question, those results and responses are +represented by a :guilabel:`Pie Graph`. The correct answer is indicated by a :guilabel:`✔️ +(checkmark)` icon next to the correct answer option, in the legend above the graph. + +.. image:: analysis/pie-graph-results.png + :align: center + :alt: Typical pie graph results on the 'See results' page in the Odoo Surveys application. + +If there are multiple correct answer options (or no correct answers at all) for a multiple choice +question, those results and responses are represented by a :guilabel:`Bar Graph`. + +.. image:: analysis/bar-graph-results.png + :align: center + :alt: Typical bar graph results on the 'See results' page in the Odoo Surveys application. + +Each multiple choice question has a :guilabel:`Graph` tab and an :guilabel:`Data` tab. The +graph-related tab is shown by default. + +The :guilabel:`Data` tab shows all the provided :guilabel:`Answer` options for the question. The +:guilabel:`User Choice` (with percentages and votes) along with the :guilabel:`Score` of each +option. + +.. image:: analysis/data-tab.png + :align: center + :alt: Typical 'Data' tab on the 'See results' page in the Odoo Surveys application. + +Other question types, wherein there were no answer options for the participant to choose from, there +is a :guilabel:`Most Common` tab and an :guilabel:`All Data` tab. + +The :guilabel:`Most Common` tab shows the :guilabel:`User Responses`, the :guilabel:`Occurrence`, +and the :guilabel:`Score` (if applicable). + +.. image:: analysis/most-common-tab.png + :align: center + :alt: Typical 'Most Common' tab on the 'See results' page in the Odoo Surveys application. + +The :guilabel:`All Data` tab shows a list of all the submitted responses to that particular +question. + +.. image:: analysis/all-data-tab.png + :align: center + :alt: Typical 'All Data' tab on the 'See results' page in the Odoo Surveys application. + +If a question is looking for participants to enter a numerical value as a response, +:guilabel:`Maximum`, :guilabel:`Minimum`, and :guilabel:`Average` indicators appear to the far-right +of the results tabs. + +.. image:: analysis/max-min-avg-indicator.png + :align: center + :alt: The Maximum, Minimum, and Average indicators on the 'See results' page in Odoo Surveys. + +A :guilabel:`filter` icon is also present either to the right of the :guilabel:`User Choice` column +in a :guilabel:`Data` tab, or to the far-right of a :guilabel:`User Response` line in an +:guilabel:`All Data` tab. + +.. image:: analysis/filter-icon.png + :align: center + :alt: Typical 'Filter' icon on the 'See results' page in the Odoo Surveys application. + +When that :guilabel:`filter` icon is clicked, Odoo returns the user to the top of the results page, +with that chosen filter applied, showing the results of each question for participants who submitted +that particular answer for that specific question. + +.. image:: analysis/applied-filter.png + :align: center + :alt: The applied filter on the 'See results' page in the Odoo Surveys application. + +Therefore, showcasing the remaining results for participants who answered that specific question in +the same way. To remove that filter, and reveal all the results once again, click :guilabel:`Remove +all filters` or click the :guilabel:`✖️ (X)` icon in the filter box at the top of the results page. + +Participations +============== + +To view a consolidated list of participation results for a specific survey, navigate to +:menuselection:`Surveys app`, select the desired survey from the list, and click the +:guilabel:`Participations` smart button at the top of the survey form. + +.. image:: analysis/participations-smart-button.png + :align: center + :alt: The Participations smart button at the top of a survey form in Odoo Surveys. + +Doing so reveals a separate :guilabel:`Participations` page, showcasing the participants for that +specific survey, along with a collection of pertinent information related to each one. + +.. image:: analysis/participations-page-singular-survey.png + :align: center + :alt: The Participations page for a singular survey in the Odoo Surveys application. + +Here, users can view information related to individual participants who took that specific survey. +If they desire to see a more detailed breakdown of their various answers and responses, they can +click on any participant, and Odoo reveals a separate page showing that participant's survey +details, along with their submitted answers. + +.. image:: analysis/individual-participant-page.png + :align: center + :alt: An individual participant's detail form in the Odoo Surveys application. + +To view a consolidated list of all participants of every survey in the database, navigate to +:menuselection:`Surveys app --> Participations`. Here, every survey in the database is shown in a +default nested list. Beside each survey title has the number of participants in parenthesis. + +.. image:: analysis/participations-page-all-surveys.png + :align: center + :alt: The Participations page for all surveys in the Odoo Surveys application. + +When a survey is un-nested from this list, by clicking the survey title, the corresponding +participants, along with their response-related data for that survey, appear on the page. + +The :guilabel:`Participations` page can also be viewed in a Kanban layout, as well. + +.. image:: analysis/participations-page-kanban-view.png + :align: center + :alt: The Participations page in the Kanban view in the Odoo Surveys application. + +.. seealso:: + - :doc:`create` + - :doc:`scoring` diff --git a/content/applications/marketing/surveys/analysis/all-data-tab.png b/content/applications/marketing/surveys/analysis/all-data-tab.png new file mode 100644 index 000000000..50486bdb9 Binary files /dev/null and b/content/applications/marketing/surveys/analysis/all-data-tab.png 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