Client NPS

Create a Client NPS plan

The Budget & Capacity plan is the foundation for all FAB5 schedules including the Client NPS. In most cases, the Client NPS will automatically be created alongside the Budget & Capacity plan. 

If you need to create a standalone Client NPS, you must have a new Budget & Capacity plan that is not already linked to another Client NPS plan. 

1. Go to Measure > Net Promoter Score > Client
2. Click on the 'Plan' button.
   
   
    
3. Click on '+ Add plan'.
   
    
    
4. Select the financial year and capacity plan to be linked to the Client NPS. 
5. Add a title e.g. 2026 Client NPS.
6. Switch the 'Active' toggle on if you would like the Client NPS plan to be the default plan. NB* If you have the active toggle set to 'on' in more than one Client NPS plan, the newest plan will become the default.
7. Click on 'Add'. 
   
   
    
8. Teams will automatically sync from the Budget & Capacity plan. 
   
   If you add more teams to your Budget & Capacity plan, click on 'Actions → Refresh and sync teams' and the Revenue plan will update with the team changes. 
   
   

Update the Client NPS

1. In the Client NPS plan, click on 'Edit'.
   
   
    
2. Add the average NPS score for each team in the relevant month. 
3. Add the business wide response rate. The response rate is the percentage of clients that responded to the NPS survey sent during the reporting period. 
4. Click on 'Update'.
   
   

If your Budget & Capacity plan is set to 'Enable the FAB5 dashboard view', your Client NPS will be appear under the relevant KPI on the FAB5 dashboard.

Go to Measure > FAB5 to review your NPS KPI.

Rename a Client NPS

1. Click on the 'Plan' button.
   
   
    
2. Click on the edit icon. 
   
   
   
    
3. Change the title and click on 'Update'.
   
   

Delete a Client NPS

1. Click on the 'Plan' button.
   
   
    
2. Click on the bin icon. 
   
   
    
3. Click on 'Delete'.