Responses by Department
Average Score by Department
Monthly Trend — Average Scores
⚡ AI Insights
Let SURTN AI analyse your current filtered data and surface key findings.
Deep Analysis Full dataset — surveys + client demographics
Claude reads every matched survey response joined to the full client record — income, gender, province, education, vehicle, bank, deal type and more. Uncovers cross-demographic patterns and compliance risk signals invisible in aggregated stats.
Yes / No Question Breakdown
Overall Rating Distribution
Trade-in Breakdown
NPS — Would Recommend?
Recent Client Feedback
⚡ AI Insights — Sales
Surface trends and recommendations from current sales survey data.
Q1 — Finance Clarity Score Distribution (1–10)
Q3 — How Comfortable Did the Client Feel?
Q2 — Documents Received
Q5 — Finances & Goals Discussed by F&I?
Q9 — Did Client Feel Pressured?
Q11 — Contract / Rights Confidence After Process
Q7 & Q13 — Products Explained & Docs Follow-up
Recent Client Feedback
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⚡ AI Insights — Finance & Insurance
Analyse F&I compliance and client experience patterns.
📥 Upload Service Customer List
Upload your service department Excel list. Required columns: First Name, Last Name, Mobile, Branch Name, Vehicle Make, Vehicle Model, Mileage, Service Date. Duplicate mobile numbers within 90 days are automatically skipped.
Service Upload History
Every service list uploaded, with send counts and response rates.
Find Client
Search by mobile number or client name to view all survey responses.
Response History
| Date | Client | Group | Branch | Dept | Score | Sentiment | Actions |
|---|
📈 Trends Over Time
Response counts and sentiment breakdown per upload period. Builds automatically as data accumulates each week.
Responses per Period
Sentiment Breakdown per Period
Score by Age Group
Score by Gender
Score by Monthly Income Band
Score by Province
Score by Ethnic Group
Score by Education Level
Response Count by Age Group
Response Count by Province
Score by Primary Bank
Score by Vehicle Make
Deal Type Breakdown
Trade-in vs No Trade-in
Deposit Paid vs No Deposit
Score by Marital Status
Score by Vehicle Model (Top 10)
⚡ AI Insights — Demographics
Claude analyses your current demographic filters and surfaces patterns across age, income, gender, province, education and vehicle data.
Deep Demographic Analysis Full joined dataset
Claude reads every matched survey joined to client demographics — cross-references satisfaction scores against income, race, gender, province, education, vehicle make, deal type and bank simultaneously.
📈 Automated Insights
Cross-dimensional patterns auto-computed from matched survey responses. Filters apply to all cards.
⚡ AI Insights — Pattern Summary
Claude reviews all computed insight cards and synthesises the most important patterns, compliance risks and recommended actions across all departments.
Full Cross-dataset Analysis All depts + all demographics
The most comprehensive analysis available. Claude sees every survey response from Sales, F&I and Service joined to the full client record — income, race, gender, education, vehicle, bank, deal type, province and city — and finds patterns that span all three departments simultaneously.
Upload Weekly Excel File
Drag & drop your transaction Excel file, or click to browse. Select the client and the period before uploading. Duplicate mobile numbers are automatically skipped.
Upload History
Every Excel file uploaded, with import stats and survey send counts.
Client Management
Add and manage clients. Each client stores their logo and WhatsApp template names so surveys are sent with their branding.
User Management
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Billing Detail
| # | Date | Transaction Number | Customer Name | Group | Branch | Survey Type | Rate (R) |
|---|---|---|---|---|---|---|---|
| 💲 Select a billing period above and click Generate Bill | |||||||
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