How to build a client feedback form that feeds into NPS dashboard

Build a feedback system that updates your NPS dashboard automatically

In this guide, you’ll create a single client feedback form that collects NPS ratings and comments, classifies each submission as a Promoter, Passive, or Detractor, and feeds everything into a real-time NPS dashboard inside your Formaloo app.
This helps customer teams evaluate loyalty, spot early issues, and share insights instantly across the organization.

📘 Learn more: Create your first form, app, or portal in a flash

Why this helps

• Get real-time NPS insights without exporting data or manual scoring.
• Automatically categorize ratings into Promoter, Passive, or Detractor using simple logic.
• Build instant dashboards with filters, charts, and trend views.
• Centralize customer voice inside one shareable app page.
• Customer success teams use this setup to monitor customer health daily.

📘 Learn more: Why use workflows in Formaloo

Step 1 – Create your client feedback form

You can start from scratch or use a template from the Template Gallery (e.g., NPS survey or Client feedback).
Or use Magic Create, try this prompt:

“Client feedback form with NPS rating (0–10), follow-up questions, and auto-generated NPS category.”

Add these fields:

• Customer name
• Customer email
• “How likely are you to recommend us?” (0–10 single-choice or slider)
• “What made you choose this score?” (long text)
• “What could we improve?” (optional long text)
• NPS status (single-choice: Promoter / Passive / Detractor) — admin-only, auto-filled
• Additional segmentation fields (product, team, region)

💡 Tip: Use multi-step pages if your survey includes comments or segmentation questions — it increases completion rates.
📘 Learn more: Form editor and field types

Step 2 – Auto-assign Promoter, Passive, and Detractor status

You’ll use a normal single-choice status field, and let logic update it automatically.

Go to:
Settings → Advanced logic → On Submit

Create three rules:

1. If rating = 9 or 10 → Set NPS status = Promoter
2. If rating = 7 or 8 → Set NPS status = Passive
3. If rating between 0–6 → Set NPS status = Detractor

This status value becomes the backbone of your dashboard.

💡 Tip: Make the NPS status field “Hidden” or “Admin-only” so customers don’t see it.
📘 Learn more: What is On Submit logic and how it works

Step 3 – (Optional) Add variables for numeric NPS scoring

If you want a numeric NPS field for deeper analysis or formulas, you can add a variable field.

Example variable setup (optional):

• If status = Promoter → score = 1
• If status = Passive → score = 0
• If status = Detractor → score = -1

This is helpful only if you plan to run additional formulas or internal weighting.

📘 Learn more: How to calculate multiple scores using variable fields

Step 4 – Turn your form into a live NPS dashboard

Open the project as an app, then:

1. Enable Edit Mode (top right).
2. Add a new page → name it NPS Dashboard.
3. Insert the components:
   • Chart grouped by NPS status
   • Table listing all responses
   • Filters (product, team, customer segment)
4. Reorder blocks to highlight the overall NPS at the top.

💡 Tip: Create duplicate charts filtered by team (e.g., onboarding NPS vs. support NPS) for quick comparisons.
📘 Learn more: Customize your form/app layout and design

Step 5 – Visualize NPS trends and insights

Now your dashboard updates by itself every time someone submits the form.

Recommended widgets:

• NPS score trend (chart)
• Customer comments (table + filters)
• Segment comparisons (duplicate charts with saved filters)

💡 Tip: Add a gallery or card view to spotlight detractor comments for internal review.
📘 Learn more: How to showcase charts based on form responses

Pro Tips

💡 Pro Tip 1: Add a Slack notification for only detractor ratings for faster response times.
📘 Learn more: Send and receive email notifications

💡 Pro Tip 2: Add an AI Analyze block to generate sentiment summaries inside the dashboard page.

💡 Pro Tip 3: Pair your NPS dashboard with a private portal so internal teams can log in and monitor health metrics.
📘 Learn more: How to create a portal and manage users’ access

Real-world example

A digital agency added this feedback form to their client onboarding process.
Within three weeks, the dashboard revealed that support response time was the most mentioned reason detractors gave low scores.
After adjusting their SLA, their NPS improved from 15 to 41 within a single quarter, and detractor comments dropped by 60%.

📈 See more examples: Formaloo use cases

FAQ

1. Do I need variable fields to calculate NPS?

No, a regular single-choice “NPS status” field is enough. Variables are optional for deeper numerical analysis.
❓ Learn more: On Submit logic

2. Can I build my NPS dashboard directly inside the form’s app?

Yes. Every form can be opened as an app, where you can add charts, tables, filters, and pages.
🔒 Learn more: Customize your form/app layout and design

3. Can I filter NPS results by product or customer type?

Absolutely. Add your segmentation fields to the form, then apply filters in your dashboard charts and tables.
🛠️ Learn more: How to showcase charts based on form responses

4. Can I notify my team when someone leaves a low score?

Yes, create an On Submit rule (IF status = Detractor → send email/Slack message).
❓ Learn more: Send and receive email notifications

5. Can clients see the dashboard?

Only if you want them to. Use portal roles to restrict dashboard visibility to internal users.
🔧 Learn more: How to create a portal and manage users’ access

Your NPS dashboard is live

You now have a complete client feedback system that categorizes every response, updates your NPS dashboard in real time, and gives your team meaningful insights instantly.
Next step? Add AI-powered summaries, create monthly reporting pages, or embed the form into your customer portal.

🎉 Learn more: Expand your workflow in Formaloo

Last updated November 2025