CX Dashboards | XM Community
Skip to main content

CX Dashboards

Discuss CX Dashboards solutions, best practices, & more.

  • 961 Topics
  • 2,531 Replies
961 Topics
J
jfrost
asked in CX Dashboards
Workflow to share dashboard to slack

I’d like to send a link to a dashboard to a slack channel weekly to bring greater visibility to the data but the workflow builder is failing me.Although in the setting for my dashboard under tools it has a section on workflows, when I go to draft the message and pipe in text the text field is blank and does not show me options for data I can put in. I’ve set up other slack workflows and they do have contents there.I’m pretty sure this is a bug?! Am I missing something?

91
J
QPN Level 3 ●●●
N
Level 4 ●●●●
Neha TankLevel 4 ●●●●
asked in CX Dashboards
Count of Customers instead of Response

Hi,I have a simple requirement in CX dashboard to show a count of customers who participated in survey. When we choose Count Metric, it shows the Response count whereas I need to consider each account only once. It doesnt let us select COUNT AT CUSTOMER level in metric.For example, say below is the response count of each customer:Cust1 - 5Cust2 - 10Cust3 - 5I want to show the value 3 instead of 20 in my dashboard. How can we do it ? In my case Customer is an embedded field.Thanks in advance.

39416
N
Level 4 ●●●●
T
Level 2 ●●
TimOHLevel 2 ●●
asked in CX Dashboards
Display all answers from carry forward matrix in single dashboard widget

Hello!I’ve run into a challenge displaying the responses from a matrix table with carry forward answers. The survey is setup like this:Q1 - select all that apply from this listQ2 - Matrix table carry forward choices, 5 point likert scale for each choice In the dashboard/dataset these responses have been recorded as separate items instead of all together in a single field. I want to compare the different choices in a dashboard widget, but cant figure out how to. For example a line chart with Y axis 1 2 3 4 5 and X axis the choices and a count of total choices.Or side by side bar graphs. Basically anything where I dont need to make 10 different widgets all next to each other... I tried creating a combined data set using the field editor but it saved them as the ratings each respondent chose together - 4/5/1/3 which I cannot use either. Thanks!

141
AlexandreLeduc
QPN Level 4 ●●●●
SandraH
Level 3 ●●●
SandraHLevel 3 ●●●
asked in CX Dashboards
Display EX contact name if value entered in data match metadata

I am importing a data set via Response Import Automation which includes a field Initials. I have a CX dashboard widget that displays the count of responses entered by “Initials”. In my EX directory I have metadata for those employees which includes their initials. I would like the dashboard to display the Name of the employee where the two initials match.   Example: My initials are SH. I log 34 interactions with my initials. The data set is imported. If you look at my contact in the EX directory I have a metadata value SH. Since the two initials match I would like the widget to display Sandra Hasty 34. Currently it is displaying SH from the data set. The survey is a CX project based on operational data.

81
J
QPN Level 3 ●●●
chackbusch
QPN Level 5 ●●●●●
chackbuschQPN Level 5 ●●●●●
asked in CX Dashboards
Visualize dependent embedded data in dashboards

We are using our own LLM to categorize responses. The categorization happens in three levels (drill-down principle):Category 1 (e.g., Product) Category 2 (e.g., Ease of Use) Category 3 (e.g., App navigation)Each response can have multiple categories. We are using an API-based approach to determine the categories after a response is captured, and then we want to write them back to the Qualtrics response dataset.The ultimate goal is to visualize these categories in a dashboard – for example, with bar charts. However, we want to implement a dependency: if Category 1 = Product is selected, the rest of the dashboard should automatically filter to that subset. Subcategories that do not belong to the selected Category 1 should no longer appear.Our challenge: How can we achieve such a visualization? In which format should we write the categories back to the response dataset?Initially, I thought about multi-value fields and codes, e.g., values like „1, 2, 5“ (Category 1) or „1-2, 2-2, 2-6, 5-1“

301
J
Level 4 ●●●●
J
Level 1 ●
jasonfernsLevel 1 ●
asked in CX Dashboards
Calculate time passed between the change in the ticket status from "Open" to "In Progress" to show in the dashboard

how do we calculate time passed between the change in the ticket status from "Open" to "In Progress" to show in the dashboard

123
vgayraud
QPN Level 6 ●●●●●●
N
Level 4 ●●●●
Neha TankLevel 4 ●●●●
asked in CX Dashboards
Threshold of 5 responses filter in CX Dashboard

Hi,We have a B2B scenario. We have an annual survey whose reporting requirement is such that for any combination of filter applied, if the number of respones are > 5, only then the widgets can display data. The page level filter of Threshold does that exactly. But the challenge is in stacked bar chart widgets. Say there is a widget with Year in Y axis and a Sub group in stacked axis. And below is the data:2025 :Sub group 1 - count of records is 4 (67%)Sub group 2 - count of records is 2  (33%)And say filter selected is year 2025 and in total it has 6 records.All the above mentioned 6 records qualify but in stacked chart this filter still looks for count of 5 for every stack. And because of this it hides sub group 2 and only shows Sub Group 1 as 67%. Is there any way possible that I can ensure that filter is only applied at page level and then the seggregation is still showed in stacked bar chart ?Because of this problem, we are doing lot of manual activities and are not able to add

233
N
Level 4 ●●●●
N
Level 4 ●●●●
Neha TankLevel 4 ●●●●
asked in CX Dashboards
Enable Org Hierarchy filter in CX dashboard

Hi, I have a B2B CX dashboard to build. I have a hierarchy as below:Level 1 - CompanyLevel 2 - VerticalLevel 3 - CustomerLevel 4 - Offering I need to enable such a hierarchy filter in my CX dashboard. I got hierarchy enabled in my license. But when i go into dashboard setting and click on Add Org Hier, it says contact customer support. Kindly help with steps how to enable this hierachy for reporting. Regards,Neha Tank

282
N
Level 4 ●●●●
A
AWW15
asked in CX Dashboards
How do I create an NPS widget?

How do I create an NPS widget that translates from the scaled question into the three groups and calculates the actual score?

467
kgillis
Level 6 ●●●●●●
HenrikeS
Level 2 ●●
HenrikeSLevel 2 ●●
asked in CX Dashboards
Hide or display complete widget according to a filter

Hi everyone!Is there a way to hide or display complete widget according to a filter?:) h.

414
HenrikeS
Level 2 ●●
E
QPN Level 4 ●●●●
ErikahuerQPN Level 4 ●●●●
asked in CX Dashboards
Cumulative NPS line chart in Qualtrics CX dashboard

Hi everyone,I wanted to ask if it’s possible to configure a line chart in a Qualtrics CX dashboard to show a cumulative NPS for the current year only.Here’s the situation: I know there’s a continuous metric option in Qualtrics, but the problem is that it always calculates the previous 12 months rolling, regardless of the filters I apply. For example, if I set a filter for “this year only,” the metric in January still shows data from February of the previous year up to January of the current year.What I need is a chart where: In January, the NPS is calculated only with responses from January of this year. In February, the NPS is recalculated as the cumulative of January + February responses. In March, the cumulative is Jan–Mar, and so on, until December. Basically, I want a year-to-date cumulative NPS trend line, but restricted to the current year (no data leaking in from the previous year).Is this possible to achieve within the Qualtrics dashboard settings, or would it require a cu

455
PeeyushBansal
Level 6 ●●●●●●
courtrc
Level 3 ●●●
courtrcLevel 3 ●●●
asked in CX Dashboards
Add up scores across questions then breakout by each answers score

I have an intranet renaming contest where the first round of votes is narrowing down to the top 10 from 48 submissions.I’m trying to figure out a way to best display this within a dashboard. I have the two widgets below but since I’m using a measure group, the values and not the labels are coming in. Both of these graphs don’t really help the decision makers easily figure out which are the top 10 amongst all the individuals who voted. I chose to use 10 different multiple choice questions instead of the rank order question because they only have to rank 10 out of 48 and the rank question didn’t seem to be the best user experience for that. I also have it so that each question only carries forward the Unselected options so previously selected choices are removed from the remaining choices.I thought maybe I could attach a score to each question (First to Tenth choices = 1-10 points respectively). Lowest score would rank the highest. However, I’m not able to figure out how to tie that in t

272
courtrc
Level 3 ●●●
HenrikeS
Level 2 ●●
HenrikeSLevel 2 ●●
asked in CX Dashboards
Weighting for Measure Group

Hi everyone!Can I apply a weighting scheme to a measure group variable?:) h.

588
AlonsoC
Administrator
A
Level 2 ●●
agrmLevel 2 ●●
asked in CX Dashboards
Dashboard Data Restricted Access

I created a dashboard and I am attempting to provide access to a Group to be able to view data for specific sources.  The sources are responses from a question in multiple surveys.  The question in multiple surveys is What is your general clinc and the options are for example Su Clinic: A1, Su Clinic: B2, and Su Clinic: C3. What would be the easiest way to get this accomplished?

242
A
Level 2 ●●
J
jobarton
posted in CX Dashboards
What causes a "Whitelabel Error Page" on a Dashboard?

We have had a few reports of a dashboard that we created not working. It works for me, but a few people have said that they get an error message when they try to access the dashboard that says: "Whitelabel Error Page:This application has no explicit mapping for /error, so you are seeing this as a fallback.There was an unexpected error (type=Not Found, status=404)"Does anyone know what could cause this? Thanks!

107812
AlonsoC
Administrator
N
NicoN
asked in CX Dashboards
Display "% of column breakout" in a table with multiple variable

Hello everyone 🙂I’m coming here to hopefully get some help on my dashboard! As you can see on the screenshot below, I create a “Table” widget that cross my question Q2 X Country AND Age.  Currently, in the Metrics, I choose “Show mectric as : Value (Default)” My problem is : I cannot choose “% of column breakout”. Why not ?The dashboard only propose me “% of total” which is not what I want. As you can see below, when I remove the Age and only have 1 column on the table, I do have the possibility to have the results by “% of Column breakout”.   But my need is to have the information per country by also per age. Is that possible on Qualtrics Dashboard ? Did I do something wrong ? I would be so grateful for any help and tips ! 😊Many thanks in advance.Nicolas

232
J
Level 4 ●●●●
E
ebsosna
asked in CX Dashboards
How can you remove user access, without deleting the user?

For context, as a Brand Admin I invite specific users from my org to dashboards just for temporary test phases, and remove their access after the test phase.The problem: I realise now, when I forget to do this, the testers have more access than they should. When I want to remove their access temporarily, Qualtrics says I need to select at least one survey, or I can delete them. In this tradeoff, test users have either more access or I need to re-create their credentials for every test.  My question: Is there any way to fully remove access for specific users temporarily, without deleting them entirely?

242
Sachin Nandikol
QPN Level 6 ●●●●●●
gdyczyak
Level 3 ●●●
gdyczyakLevel 3 ●●●
asked in CX Dashboards
Calculating Survey Respondent Age from Year of Birth

Hello,I’m looking for any advice or assistance in calculating a survey respondents age using a Year of Birth. The survey taker only provides the Year, no month, no day so as an example it would be 2025-1987=38. If i could set this up either as embedded data or right in a dashboard it would be helpful for demographic analysis. The advice from the AI Chatbot was incorrect  I have reviewed these in previous Community posts, but just seeing if there is another simpler way to do this?  

242
rochak_khandelwal
Level 4 ●●●●
C
CarsonP
asked in CX Dashboards
Easiest way to turn these Side by Side questions into visualizations

I created a survey that was originally supposed to feed into tableau so it was set up in a way that made the most visual sense for the internal team that was going to be filling it out. I now need to turn it into a dashboard within the Qualtrics system as well and I am having a hard time figuring out the best way to do this that is not going to be totally time consuming to set up on the backend. We have 8 internal employees that are going to be filling this out on a regular basis, each employee has their own set of clients ranging from 2-15 per person. They are rating their clients on a Green, Yellow, Red scale in four categories. I have assigned numeric values to each of the colors ‘Green = 25Yellow = 20Red = 5 This is an example of the questions layout, the black lines are each represent a client  What I am running into is with this structure of question instead of pulling the data out as Client one ( emotional sentiment rating, perception of value rating, feedback tone and content r

260
C
Y
QPN Level 1 ●
Yazad_7QPN Level 1 ●
asked in CX Dashboards
Average ticket resolution time - excluding weekends

Hello all, We are planning on resolving all open tickets within 5 working days and would be tracking the progress through the Ticket report page. However, it seems that the time calculated by the platform includes weekends as well. Is there any way to exclude weekends from the 'average resolution time' calculation? Thanks!

1403
DharmilRathod
R
rueras
asked in CX Dashboards
Respondent Funnel OR Dashboard Capability for Text Message Invites

Is it possible to pull distribution data from text message invitations into a dashboard/respondent funnel template? I’ve looked at data sources and they all seem to center around e-mail data, which is not utilized for this project.I was hoping to track variables such as: sent date, completion date, survey status. These are easily pulled from a distribution data download into a .csv and I can make tables from there, but it would be great if there was an option to look at this information in real time.

551
AlexandreLeduc
QPN Level 4 ●●●●
S
SteffenE
asked in CX Dashboards
KPIs in Dashboards

Hello everyone,I have a question and maybe you have had the same challenge before.I would like to create one or more graphs with data that is not contained in the Qualtrics data set.These values are not collected via a study in Qualtrics but by an agency and we get a PowerPoint report.I would now like to display the most important KPIs from the last few years (X= years; Y= values) in a graph in the dashboard.So far I have had no luck with the data presentation - I would be happy to receive advice. Kind regadsSteffen

221
J
QPN Level 3 ●●●
okumar
okumar
asked in CX Dashboards
Dashboard Counts are not showing correctly

Hi All,  i have sampleMonth field in my directory contacts list with below detailssampleMonth - 2025-06 » 9076sampleMonth - 2025-07 » 4355total = 13,431records when i am trying to display/apply filter based on this field the counts are not showing up correctly the counts are coming like belowsampleMonth - 2025-06 » 10331sampleMonth - 2025-07 » 3100total = 13,431records  Please let me know what could be issue here. ThanksKumar

203
rochak_khandelwal
Level 4 ●●●●
S
sunpeaksaaron
asked in CX Dashboards
Combining Essay Box Survey Content to Dashboards and Reports

Hi everyone,This is a question that will likely require to different implementations.I have text box / essay box questions within my survey that I’d like to combine into my Dashboard Reports, and the Survey Reports. Reason - I want to output the full guest survey result as one row of output. I know in survey flow you can create Embedded Data and combine piped text, but the formatting is limited for output. I’ve tried extra spaces, multiple <br> elements, and the combined text is still a run on of results, rather than paragraph breaks.This combined information is more important for the Survey / Reports, as I want to be able to combine each individual survey submission to start with the survey submission first name, then date, then the 3 open text fields, so that it is easier for our Guest Services team to see the submissions via a weekly automated report.Hope this makes sense. Any help/suggestions is much appreciated.Thanks,Aaron

253
J
Level 4 ●●●●
A
Anh9967
asked in CX Dashboards
Visualization Options for MaxDiff Questions in Dashboards

Hello,I'm currently working on a project that involves MaxDiff analysis, and I am searching for ways to visualize the data on the dashboard. What are the options?Thank you in advance for your assistance. Andy

941
E
QPN Level 4 ●●●●

Motivational Playlist

Terms & Conditions