CX Dashboards

Hello Everyone,I am looking for advice on a CX Table widget that i need to display the following:I have 5 total surveys but i am trying to show how they all contribute to the overall average 0-10 score. For instance a survey with 1,000 responses will drive the score higher or lower depending on its average score compared to a survey with 100. The table needs to show our average score between FY as well as how many responses we received Bonus if it could show the contribution % to the overall score by each survey type In the dashboard data, i have each of the surveys mapped to their own individual Number Set variable as well as an overall one that has the combined scores.Attempts so far:Multi Source Table: I was able to look at the averages for all 5 surveys plus the overall score, but i could not figure out how to show a Count columns in between the averages to display how many r

We have a survey working perfectly to score phone calls that are observed by auditors. At the end of the survey, you get a wonderful scorecard like the one in the attached screenshot. How do we see this again? We want to mimic this display in a dashboard where auditors and look up agents and calls and see this exact thing. Since Qualtrics produces this automatically at the end of the survey for the taker, there MUST be a way to pull this up somewhere else. I simply must be missing something obvious.Note: we do not want responses that piece together a bunch of widgets to approximate the screenshot below. The Qualtrics dashboards leave a ton to be desired when it comes to appearance.  

Our team uses multiple custom metrics to help us determine quarterly and yearly changes across different attributes. However, we came across an issue where on the dashboard, we set our threshold counts so the results are hidden if it does not meet the threshold but the custom metric shows. Is there any way to place threshold counts on the actual custom metrics rather than just on the dashboard or widget?

How does Qualtrics handle data refresh and aggregation in dashboards when filters are applied on Embedded Data fields, and why can filtered dashboard metrics differ from the same filters applied in Data & Analysis?

Can dashboard filters break if a survey question adds new values later?

My dashboard numbers don’t match the survey responses. What are the common things to check first?

Hello! I have a dashboard with a multi-value text set filter. The multiple values are A, B, C, and D. I’ve filtered on A and B. Since there are survey responses with A+C answered and B+D answered, all A, B, C, and D show up in the charts even though only A and B are selected in the filter. How do I get only A and B to show up in the charts? I know there is the exclusively option, but that’s not quite what I’m looking for - I still want to see the As where something else is also selected.

I know there isn’t a built-in decision tree visualization widget in CX dashboards, but I’m wondering if anyone has tried creating something similar using the existing widgets. Ideally, something that both looks good and conveys the branching logic clearly.If you’ve managed to build a custom version (using charts, nested containers, or any creative combination), I’d love to see how you approached it. Examples/screenshots would be awesome.

What’s the best way to structure metadata so the EX dashboard hierarchy updates automatically?

Solution to formatting a “Response Date” to MM/DD/YYYY. Creating the fieldIn the survey flow section, choose “Embedded Data” Name the new data something like “Taken Date” Click “Set a Value Now” Navigate to “insert piped text” and find “Date/time” and “Current Date / Time” Open Data & Analysis tab and Column Chooser Under Embedded Data, choose “Taken Date”Adding field to dashboardOpen Dashboard Open Settings In the Dashboard data tab, add a new field Choose Embedded Data, find “Taken Date” and choose Text Value as the field type Save your Dashboard data, give your dashboard a bit of time to update Go to your dashboard and create a Record Table widget Add a column, find “Taken Date”Adding a field filter in dashboardEnsure you’re in

In a gauge chart, i want to set colour showing 1 to 2.7 as red, 2.8 to 3.7 as yellow,3.8 to 5 as green.The challenge is in display it lets you give min, max and < values. And that value is used to set the upper limit of red and lower limit of yellow, etc.Can we do anything so that we get the values as desired ?

How can I use Benchmark in a dashboard to compare multiple business units??

I downloaded the template for importing benchmarks into a CX dashboard, and uploaded them successfully.  They show up in the metrics section for widgets, but they don’t work.  I always get a message saying that “This metric configuration is missing. Please select another one.”  Then you can’t even unselect them.  Anyone ever run into this?

How to ensure instructors only see their own response rate dashboards?

I have a CX dashboard where I would like to utilize textiq widgets, however I would like to analyze and display all the open text questions as though they were one question to capture a wider picture. I know that if it was only one survey that had multiple open text questions I would go into field editor  and create a merge field. I am unsure of the best way to go about this being that is more than one survey we’re pulling from and each of the surveys has 2+ open text questions.

HelloIn our survey we ask customers to take photos and upload these using the file upload question type and this can work well enough.However, what isn't clear is how we can show these in CX dashboards? I can't quite see how the image widget type would work for this, or any other.Has anyone managed this before?

Hi,On my dashboard, I added a "description" in some widgets, which gives the (i) info icon.It use to be that whey you hover over that (i) icon, that you see the description.However, now I am getting the following:it sais "description Yes" instead of the actual description...is this normal?

Dear community,I have created a matrix question in CX survey in order to collect requests for new feature and its importance. However, I encountered the problem with creating a single widget for this question in a dashboard.The matrix question has been setup as follows:6 Statements, each of the statements allows text entry2 scale points (essential / nice to have)I created a generic group with text data data in the statement 1 - 6 to consolidate text comments, then tried record widget but it didn't work.Does anyone have any idea how I can create a single widget in my dashboard? Thank you for your support in advance.Miho

Hi Community,I’m configuring a dashboard that contains data from 9 regions.Each region has one user responsible for it, and I’ve shared the dashboard page with these 9 users, applying data restrictions so that each user can only see data for their assigned region (as shown in the screenshot below).Share dashboard to 9 user with data restrictionsWhen these users access the dashboard, I’d like: One widget display the CSAT of all 9 regions(e.g., “CSAT by Region”) While the other widgets remain restricted to each user’s assigned region (following their data restriction). I’ve already tried locking the filter for the “CSAT by Region” widget with Region = All,but this only works correctly from my admin view — where I can see all 9 regions.When I

Hiya,I’ve setup a vertical bar widget to show the breakdown of NPS over time.Currently its showing each week against promoter, passive, detractor.Is there a way to flip the axis so time is the X axis and for each week it shows the breakdowns? Current setup: 

There has got to be some sort of creative solution for updating cx dashboard participants. I have a dashboard that is shared with 120ish people and I need to update the participants monthly (remove some, add others based off role changes within our org). There is no way that I am aware of to “bulk update” the cx dashboard participants for a dashboard (I’m thinking like how you can import a directory contact list). It is such a time intensive task to have to manually go through the list manually. 

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

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?

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.

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!