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Understanding the Dashboard

Dashboard Overview​

PollPe Dashboard Overview

The PollPe dashboard gives you a clear view of all your projects — allowing you to quickly access, organize, and take action on surveys.

Left Navigation Panel​

Use the sidebar to:

  • Access All Projects or view them folder-wise (e.g., Integration, Research, Enterprise Plan).
  • Click Create New Project to add a new project folder. This is required before you can add surveys.
  • Use the three-dot icon on folders to Rename or Delete a folder.

Main Dashboard Area​

Survey Cards and Project Categories

This section highlights:

  • Your Recent Projects: Displays the latest surveys you worked on.
  • Categorized Folders: Scroll to view projects organized under each folder.
  • Each survey card shows:
    • Status: Draft, Published, or Unpublished
    • Total Questions and Responses
    • Last Updated timestamp
    • [View Draft/Results] button

Creating a Project and First Survey​

When you first sign in, you’ll need to create your first Project — which acts like a folder to organize your surveys. Once a project is created, use the Create Survey button to launch a dialog where you can:

  • Name your survey
  • Select a category (optional)
  • Assign it to your project

This helps keep your workspace organized as you scale.

Grid & List View​

Use the toggle at the top-right (Grid | List) to switch how projects are displayed.

Survey Actions (⋮)​

Survey Actions Menu Options

Click the three-dot menu on any survey to:

  • Edit Survey
  • Edit Survey Details
  • Rename
  • View Results
  • Share Survey
  • Delete

Folder Actions (⋮)​

Each folder has a similar three-dot menu for:

  • Renaming the folder
  • Deleting the folder

Account Menu​

User Account Dropdown with Settings and Logout

Click your profile photo on the top-right to access:

  • Account Settings: Manage your account details and preferences.
  • Manage Plan: View and upgrade/downgrade your current plan.
  • Manage QR: Access and manage your Store QR codes.
  • PollPe Credits: View and top-up your available credits.
  • Audience: Manage your imported audience and contacts.
  • Logout: Securely sign out of your account.

This dashboard is built for speed — whether you're reviewing survey stats, managing folders, or editing live projects.

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