Team NPS

Create a Team NPS plan

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

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

1. Go to Measure > Net Promoter Score > Team
2. Click on the 'Plan' button.
   
   
    
3. Click on '+ Add plan'.
   
    
    
4. Select the financial year and capacity plan to be linked to the Team NPS. 
5. Add a title e.g. 2026 Team NPS
6. Switch the 'Active' toggle on if you would like the Team NPS plan to be the default plan. NB* If you have the active toggle set to 'on' in more than one Team 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 Team NPS

1. In the Team NPS plan, click on 'Edit'.
   
   
    
2. Add the average NPS score for each team in the relevant month. 
3. Click on 'Update'. 
   
   

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

Go to Measure > FAB5 to review your NPS KPI. 

Rename a Team NPS

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

Delete a Team NPS

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