The template contains tables that hold general information about the Customers and Products. You can easily extend those tables with information that is relevant for your business.

There is an Interactions table that keeps track of every interaction you have with your customers about your products. Some examples of possible interactions are the purchase of an item, a request for support, a complaint, attending a product demo and so on. Important is that each interaction has both a customer and a product. This allows to create views where interactions are grouped by either a customer or a product.

The Surveys table collects all the ratings from various customers about various products. However, it’s not required to assign a customer to the survey since they can be completed anonymously. This table has a formula field Category that categorizes the ratings as either promoter, passive or detractor. This field is used in the Products table to calculate the final NPS for a product and in the Customers table to offer insights in the customer satisfaction.

The Surveys table contains a form view that allows to add a new rating. You can share this form with your customers. However it is recommended to already prefill the customer and product in the form and hide those fields. This can be done by using the Survey prefill field from the Interactions table. Read this article for more information about prefilled forms.

Database: Net Promoter Score

Customers

Fields

• Name (Text)

• Email (Email)

• Phone (Phone number)

• Interactions (Link to table)

• Number of interactions (Count)

• Surveys (Link to table)

• Number of surveys (Count)

• Promoter (Formula)

• Promoter % (Formula)

• Detractor (Formula)

• Detractor % (Formula)

Views

• All customers (grid)

• Customers with multiple surveys (grid)

• Customers with promoter survey(s) (grid)

• Strong promoter customers ( >50%) (grid)

• Customers with detractor survey(s) (grid)

• Strong detractor customers ( >50%) (grid)

Products

Fields

• Name (Text)

• Type (Single select)

• Category (Single select)

• Description (Text)

• Interactions (Link to table)

• Surveys (Link to table)

• Promoters (Formula)

• Number of surveys (Count)

• Detractors (Formula)

• Promoters % (Formula)

• Detractors % (Formula)

• NPS (Formula)

• Number of interactions (Count)

Views

• All products (grid)

• All products grouped by type (grid)

• All products grouped by category (grid)

• Products with a positive NPS (grid)

• Products with a negative NPS (grid)

• Products by type (kanban)

• Products by category (kanban)

Interactions

Fields

• Name (Formula)

• Customer (Link to table)

• Product (Link to table)

• Type (Single select)

• Comments (Long text)

• Date (Created on)

• Product NPS (Lookup)

• Customer name (Formula)

• Product name (Formula)

• Survey prefill (Formula)

Views

• All interactions (grid)

• All interactions grouped by customer (grid)

• Interactions grouped by product (grid)

• Interactions grouped by type (grid)

• Interactions by type (kanban)

Surveys

Fields

• Name (Formula)

• Customer (Link to table)

• Anonymous (Boolean)

• Product (Link to table)

• Date (Created on)

• Rating (Rating)

• Motivation (Long text)

• Category (Formula)

• Product name (Formula)

• Customer name (Formula)

Views

• All surveys (grid)

• Surveys with customer info (grid)

• Surveys without customer info (anonymous) (grid)

• Surveys grouped by category (grid)

• Surveys with a promoter result (grid)

• Surveys with a passive result (grid)

• Surveys with a detractor result (grid)

• Add new survey (form)