Survey Analytics

Dealership Customer Experience Platform

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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

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⚡ 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

No comments yet.

⚡ AI Insights — Finance & Insurance

Analyse F&I compliance and client experience patterns.

Service Surveys Only
This tab is exclusively for Service Department surveys. F&I and Sales surveys are uploaded via the Manage tab. Service customers are not linked to transaction records.

📥 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.

📄
Drag & drop Excel file here
or click to browse  •  .xlsx files only

Service Upload History

Every service list uploaded, with send counts and response rates.

Select a client to load history.

Find Client

Search by mobile number or client name to view all survey responses.

Response History

DateClientGroupBranchDeptScoreSentimentActions

📈 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.

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⚡ 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.

⚠️ Make sure to drop files into the correct zone — Sales files go in Sales, F&I files go in Finance & Insurance. Wrong zone = wrong survey sent to customers.
Drag & Drop Sales Here
or click to browse  •  .xlsx files only
Drag & Drop Finance & Insurance Here
or click to browse  •  .xlsx files only

Upload History

Every Excel file uploaded, with import stats and survey send counts.

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Client Management

Add and manage clients. Each client stores their logo and WhatsApp template names so surveys are sent with their branding.

➕ Add New Client

User Management

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Responses Billed
matched & received
Total Amount
select a period & generate
Rate per Response
R
click to edit
Breakdown (F&I / Sales / Svc)
responses per type

Billing Detail

# Date Transaction Number Customer Name Group Branch Survey Type Rate (R)
💲 Select a billing period above and click Generate Bill
🔒 POPIA Compliant: This billing export contains Transaction Number and Customer Name only — no mobile numbers are included in any export.