What is the Key Findings board?
The key findings board is an automatically generated view of your survey results. It brings together an executive summary, key charts and supporting insights, all tailored to your research goals.
When you open your results, this is the first thing you’ll see.
Rather than starting with a list of questions and charts, you start with a narrative that helps you understand what’s going on straight away.
Why use it?
Analysing survey data can take time, especially when you need to turn it into a clear story for stakeholders.
The key findings board helps you:
Get to insights faster with a pre-built summary of your results
Spot patterns quickly with charts grouped into clear themes
Stay in one place instead of switching between tools like Excel or PowerPoint
Build confidence with AI-supported insights you might otherwise miss
It’s especially useful for time-sensitive projects or when you need a strong starting point before diving deeper.
What’s included in the board?
Each board is structured to make your results easy to understand and share.
Executive summary
A written overview tailored to your research goals, highlighting the most important findings.
Key charts and sections
Charts are grouped into themes to create a clear flow, rather than a disconnected list of results.
Inisights
Quick, scannable insights to help you understand the insights in each section with charts
Survey context
Information about your audience and targeting, so you can interpret the results correctly.
How it works
1. Automatic generation
The board is created when you open your survey results. This also applies to older surveys when you access them.
2. Tailored to your research
The content adapts based on your survey type. For example:
concept tests focus on comparing ideas
trackers show trends over time
multi-market studies highlight differences between regions
3. Updates as data changes
As new responses come in, the board updates to reflect the latest results. You can also see early insights before your survey is complete.
4. Explore more with Compass
You can ask Compass to explore further, for example:
“Split this by age group”
“Show awareness by gender”
“Create a chart for purchase intent”
Compass will create new charts and boards based on your request, helping you go deeper without starting from scratch.
Editing and customising
The key findings board is read-only by design.
This ensures the original AI-generated insights stay intact.
If you want to make changes:
duplicate the board
edit and customise your version
This gives you flexibility while keeping the original as a reliable reference point.
When should you use it?
The key findings board works best as:
a starting point for your analysis
a quick overview for early insights
a way to sense-check results before deeper analysis
a foundation for building stakeholder presentations
Many teams use it to get aligned quickly, then build on it for final outputs.
Limitations to be aware of
It’s designed as a starting point, not a finished report
Insights may change as more responses come in or if the survey is marked as under review
Smaller sample sizes may lead to less reliable findings
You can’t directly edit the board without duplicating it
FAQs
Can I share the key findings board?
Yes. Sharing permissions follow your survey settings. If your survey is public, the board will be too.
Does it update automatically?
Yes. The board refreshes when new data is available, so your insights stay up to date.
Can I use it before my survey is complete?
Yes. You’ll see early insights, which are useful for tracking performance or spotting trends early.
Can I still access the results?
You can still use the results view for deeper analysis, but the key findings board is designed to be your main starting point.
What to do next
Once you’ve reviewed your key findings board:
ask Compass follow-up questions to explore further
duplicate the board to create a customised version
use the insights to build your report or presentation
This way, you move from raw data to a clear, shareable story much faster.