How the Platform is Organized

Panoramic Feedback is organized around the key steps involved in running a 360-degree feedback project.

Each section of the platform represents a different part of the process—from setting up your project, to collecting feedback, to generating reports.

Main Areas of the Platform

The platform is structured into the following main sections:

Overview & Account

This is your starting point.

Here you can:

• View a summary of your activity
• Manage clients
• Access downloads
• Manage credits and branded portals

Projects

Projects are the core of the platform.

Each project represents a single 360-degree feedback process.

Within a project, you will:

• Configure project settings
• Monitor progress
• Manage timelines and status

Questionnaires

This is where you design the feedback content.

You can:

• Create and edit questions
• Define rating scales
• Add comment sections
• Customize text shown to participants

Participants

This section is used to manage the people involved in your project.

You can:

• Add subjects and responders
• Define responder categories (e.g., manager, peer)
• Import and export participant data
• Set subject-specific options

Emails & Notifications

This is where communication is managed.

You can:

• Send invitations to participants
• Send reminders
• Customize email content
• Monitor email delivery and engagement

Reports & Results

This is where feedback is turned into insights.

You can:

• Generate subject and group reports
• Review results
• Export response data
• Customize report content

Administration

This section contains your account-level settings.

You can:

• Manage organization settings
• Update user settings
• Configure security options

How Everything Fits Together

The platform follows a clear workflow:

1. Create a project
2. Design your questionnaire
3. Add participants
4. Send invitations and collect feedback
5. Generate and review reports

Each section of the platform supports one or more of these steps.

Navigating the Platform

• The main menu allows you to move between sections
• Project-specific areas (like Questionnaires, Participants, and Reports) are accessed within each project
• Most actions are completed within a project once it has been created

Tips for Getting Started

• Start by creating a project before exploring other sections
• Focus on completing one step at a time
• Use the Guide pages linked throughout the platform for step-by-step help

What to Do Next

→ Creating Your First Project