Practical guides

From a survey to a preconfigured dashboard

Survey Wizard includes an analytical outcome: responses feed a dashboard configured for the survey. Useful interpretation starts with the questions and the sample.

Keix · Updated 9 November 2026

Define the question you need to answer

Choose a concrete objective: understand a purchase experience, collect service feedback or compare different groups’ needs. Avoid asking everything in one survey: every question should support a clear decision.

Prepare and test the questionnaire

Start with a Survey Wizard template and review the wording, answers and customisation available in your plan. Test the flow with a few demonstration responses before distribution. Leading questions and questions covering two topics make results harder to interpret.

Share the link or QR code

Decide who should receive the survey and through which channel. A link and QR code collect responses; delivery through communication channels depends on plan and configuration. Record the collection period and the audience reached.

Read the included dashboard

Survey Wizard’s outcome is a preconfigured dashboard for reading responses. Check respondent counts, answer distributions and comparison groups. Refresh may be manual or automated depending on plan: a ready dashboard does not automatically make the sample representative.

Connect findings to a decision

Choose an action to evaluate and preserve the research context. To connect responses to commercial data and processes, consider the full Keix platform. Survey Wizard plans specify duration, response, AI and refresh limits.