Improve Your Business Growth with Embedded Business Survey Analytics

Arunkumar R
Bold BI
Published in
8 min readJun 9, 2022
Improve Your Business Growth with Embedded Business Survey Analytics

Introduction

Every business that wants to be more successful needs to do research into its market. Customer surveys give insight into customer needs, satisfaction, and pain points. Embedding business survey analytics in company apps will help those companies track key indicators that give them an accurate look at their business performance. Through business survey analysis, business leaders can identify limitations and hindrances that prevent them from reaching their targets. With this knowledge at their fingertips, they can make better-informed decisions regarding the growth of their companies. In this blog post, I am going to talk about embedded analytics and how Bold BI will help you get everything you can out of your surveys in the following:

  • What is embedded analytics?
  • Benefits of embedded analytics in business survey analysis.
  • Bold BI business survey analysis dashboard example.
  • How to embed analytics tools into business survey analysis apps.

What is embedded analytics?

Embedded analytics is the integration of analytical solutions and data visualization capabilities into a software application’s user interface to improve data comprehension and usability. Bold BI helps you easily embed an analytics solution into your everyday work applications using a JavaScript SDK and server application. One advantage is its ability to analyze answers given in customer surveys.

Benefits of embedded analytics in business survey analysis

Businesses can improve product quality and customer satisfaction through proper survey analysis. The following are the benefits I am going to discuss:

  • Enhanced marketing.
  • Improved customer experience and satisfaction.
  • Better decision-making.
  • Improved products.

Enhanced marketing

Enhanced marketing
Photo by Christina Morillo from Pexels

Using embedded analytics in your software application helps you analyze key metrics in large survey data sets like the likelihood of customer return and respondents’ interest in the product. This offers businesses relevant information on how well they do market analysis and are targeting their advertising. Companies can gather basic, anonymous demographics information in these surveys to aim marketing at the kinds of respondents most likely to be interested. They can also consider how to widen their demographic appeal. Monitoring responses to questions like “How did you hear about this product?” let your marketing team know which campaigns are successful in catching attention even when they don’t necessarily produce clicks. Charting this information in a dashboard makes it easier to understand and present.

Improved customer experience and satisfaction

Improved customer experience and satisfaction
Photo by Kindel Media from Pexels

Embedded analytics helps track customers’ experience and how satisfied they are with your company. By monitoring metrics such as customer satisfaction and customer retention, a company identifies where it should be looking to improve. Customers’ feedback on customer service interactions, for example, can inform training of customer service agents and identify where resources may be lacking on a company website, in a product guide, or for the agents themselves. A dashboard will show managers at a glance what aspect of their product or service is consistently highly rated or complained about. All of this knowledge leads to improved offerings, better resource access and customer service, and overall improvement in customer experience and satisfaction.

Better decision-making

Better decision-making
Photo by Lukas from Pexels

Analyzing the data received through customer surveys and having it presented in an easy-to-read dashboard leads to quick, more accurate business decisions. Customer feedback trends highlight areas that most urgently need improvement. When a company makes those improvements, those trendlines will track how customers respond to them. Answers to questions about whether a customer is likely to return or recommend a product or service also help with projections for the company’s future. And, as mentioned, tracking KPIs can draw attention to potential new markets. Having the meaning of all this data laid out clearly lets a company’s decision-makers act on that meaning quickly and preemptively, instead of reactively.

Improved products

Improved products
Photo by Marley Clovelly from Pexels

Using widgets like a grid to filter for dissatisfied survey respondents and then searching for common terms in their feedback can pinpoint changes that need to be made in a company’s offerings. While the organization’s support team will receive and handle major bugs, the little things that keep customers from returning, but that they won’t necessarily seek help for, can show up in feedback surveys. If a competitor has features the design team didn’t think were important, a feedback survey is where customers will prove them wrong. By manipulating data like this in a dashboard, a company can get an idea of the demand for specific features.

Bold BI business survey analysis dashboard example

Embedding a business survey analysis dashboard helps companies to understand customer opinions about a product or service. It showcases the feedback on the product, making trends in issues plain, and thus allows the company to make changes to processes or the product accordingly.

Business survey analysis dashboard
Business survey analysis dashboard

Key metrics

  • Support team performance
  • Product preference
  • Customer satisfaction
  • Customer retention
  • Respondents by department and age group
  • Respondents’ interest in products
  • Repeat customer likelihood

Support team performance

Support team performance
Support team performance

This bar chart shows the number of respondents who did or did not contact the support. If the respondents contacted the support team with an issue, the chart shows if and how their issues were resolved.

Product preference

Product preference
Product preference

This doughnut chart shows which competitor’s products would be the respondents’ second choice.

Customer satisfaction

Customer satisfaction
Customer satisfaction

This pie chart shows how contented the customers are with the products or service provided by the company.

Customer retention

Customer retention
Customer retention

This column chart shows how long respondents have been using the company’ product.

Respondents by department and age group

Respondents by department and age group
Respondents by department and age group

This heat map shows total number of respondents in different departments and age groups.

Respondents’ interest in products

Respondents’ interest in products
Respondents’ interest in products

This radar polar chart shows which departments expressed the most interest in specific products.

Repeat customer likelihood

Repeat customer likelihood
Repeat customer likelihood

This pie chart shows how likely respondents are to use or purchase the product again.

To learn more about the metrics and KPIs used in this dashboard demo, refer to this link.

How to embed analytics tools into business apps

Let’s see how analytics can be embedded into web applications. Bold BI can embed your dashboards in more than 18 web platforms, including React with ASP.NET Core, React with Go, WinForms, Node.js, Vue with Go, and Vue with ASP.NET Core. In the rest of this blog, I am going to explain how to embed dashboards into an Angular applications. Consider a scenario in which your department has a website like the one shown in the following image.

Sample website of a business survey analysis dashboard
Sample website of a business survey analysis dashboard

You can embed dashboards easily using Bold BI and avoid building an analytics or BI solution yourself. Follow these steps to embed your dashboard successfully.

Prerequisites

Download and install the Bold BI server in your local machine and create a dashboard. You can find the installation and deployment steps here.

Step 1: Create an Angular application.

You first need to create an Angular application. Create a new Angular project in Visual Studio Code and add the necessary ts files to the project, as shown in the following image.

Adding necessary ts files
Adding necessary ts files

For more guidance, refer to the sample code in the Bold BI documentation.

In this demonstration, the Angular application acts as a client and an ASP.NET Core application acts as a server. You need to add several properties in the app.component.ts file, as shown in the following table and screenshot.

RootUrl           :      Bold BI dashboard server URL. For example:  http://localhost:5000/bi.SiteIdentifier    :      For Bold BI, it should be something like “site/site1”.   For the Bold BI Cloud Analytics Server, it should be an empty string.Environment       :      Your Bold BI application environment.  If using Bold BI Cloud Analytics Server, you should use “cloud.” If using Bold BI, you should use “enterprise.”UserEmail         :      The Bold BI server will use an email address to authorize the authorization server.
Adding required variables in the app.component.ts file
Adding required variables in the app.component.ts file

Step 2: Create a Bold BI instance.

After the Angular application is created, you need to create a Bold BI instance to communicate between the server side (any web application) and the client-side (Angular application), allowing us to embed a Bold BI dashboard in the Angular application.

Step 3: Create an authorization server to authenticate the Bold BI server.

Every application that embeds a Bold BI dashboard or widget must be authorized with the Bold BI server. This authentication step requires sending confidential information to the Bold BI server, such as users’ email addresses, group data, and embed signatures. So, in your server application, implement this authentication flow and provide the URL for connecting to your server in the Bold BI instance.

Step 4: Run the Angular application to view the embedded dashboard.

In the Angular application, add the authorization URL and dashboard URL that were defined in the ASP.NET Core application. Finally, you can that see the dashboard created in the Bold BI server is embedded in your web application.

Dashboard embedded into an Angular application
Dashboard embedded into an Angular application

By following the previous steps, you can embed your dashboard into your Angular application.

Survey analysis dashboard embedded in an Angular application
Survey analysis dashboard embedded in an Angular application

To learn more about embedding dashboards into your Angular applications, refer to this blog. You can also download the sample code used in the previous steps from our documentation.

Conclusion

Bold BI helps you integrate dashboards in your applications written in ASP.NET Core, ASP.NET MVC, ASP.NET, and Ruby on Rails. It will help you save time and prevent you from doing redundant work. Click this link to explore its features. To learn more about embedding dashboards in your application, refer to this blog and our help documentation.

I hope now you have a better understanding of Bold BI and how it will help your business survey analysis. You can create a dashboard as you like with Bold BI’s 35+ widgets and 130+ data sources.

Get started with Bold BI by signing up for a free 15-day trial and create interactive dashboards. You can contact us by submitting questions through the Bold BI website or, if you already have an account, you can log in to submit your support question.

Originally published at https://www.boldbi.com on June 9, 2022.

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