Calculating NPS with the help of Dapresy
Dapresy is introducing a new series of articles, prepared by Daniel Landelius, Customer Support Specialist, which will focus on report building for efficiency. The series will highlight different functions in the system and how to best utilize them when setting up your project. The ultimate goal is for you, the project administrator, to save time and cut down manual work.
In previous articles, we showed, step-by-step, how to use the background to make your dashboard build less cluttered. In this series, we’ll focus on the Net Promoter Score (NPS) and two different ways to calculate NPS:
- 1. Using factor average in the original variable
- 2. Creating a compute variable from the original variable
OPTION 1: Using factor average in the original variable
STEP 1: Locate your NPS variable on the Questions page and make sure the type is set to scale. This will allow us to calculate the mean value of the question.
STEP 2: Open the answer block of the variable and modify the values to match our NPS calculation. This is done by changing the values under factor average. If you don’t see factor average when you first open the answer block, click the small columns symbol on the right side of the screen. Here you can add and remove different functions on this page.
STEP 3: Give new values to each answer alternative. Set your Detractors to -100, Passives to 0, and Promoters to 100. This will allow a mean value calculation of the question to subtract the Detractors from the Promotors, while ignoring the Passives.
STEP 4: We’re done with setting up the calculation of the question. Now, we need to open the dashboard and create a chart or table with the NPS score. Keep in mind that it’s necessary to select Mean- Categorical questions under filtering.
OPTION 2: Creating a compute variable from the original variable
Sometimes, we want to show the percentage of Detractors, Passives, and Promoters. In that case, it is recommended to create a compute variable of the NPS question. This will allow you to use both the mean value function for showing the NPS score, as well as the percentage of each group.
STEP 1: Set up a compute variable by simply clicking on Create new variable from the question page. Then select Compute a new variable with expressions.
STEP 2: In the compute view, create 3 options which you give the responding factor average. This is done by selecting 3 in the drop-down menu Number of answer alternatives.
STEP 3: You should have 3 under the Number of answer alternatives (one for each of the three groups). Click on the Define calculations tab to select the Answer alternative for each group.
STEP 4: You need to select the answers from the original question that should be calculated in the new answer. In this case, that’s 1-6 for Detractors, 7-8 for Passives, and 9-10 for Promoters. Below is an example of the Answer alternative for 3 – Promoters, which has answer options 9 and 10 in the expression. They were added to the expression by simply selecting them from the list of answers and clicking on the Add to expression button.
STEP 5: Select your question in a table or chart, and you now have the NPS calculation.
This series of articles will try to reveal hidden gems and shortcuts you can use within the system to make your reporting really stand out! If you have any questions, feedback or ideas on topics you’d like for us to cover, please don’t hesitate to email Daniel directly at firstname.lastname@example.org.