CX Dashboards

Does anyone know if I can use a wildcard in an advanced filter? 

Hello!I have a survey which asks for the participants impression of a brand before and after an event.In StatsIQ I can look at these two factors and see the change between their answers before and after.I want to put this on a CX Dashboard for stakeholders to view. Having the analysis within StatsIQ on the dashboard is not a suitable solution - people wont look in there or understand the tool.What is the best way to visualise this information on a CX Dashboard?

Hi everyone,I’ve been working on an idea around Qualtrics dashboards and wanted to get some feedback from the community.What if you could build and refine a Qualtrics dashboard simply by describing what you want?For example:“Create a donut chart showing average satisfaction by state.”“Create a bar chart showing average satisfaction by location.”“Add filters for @startDate and @status.”The idea is that the system understands your dashboard structure and available fields, then configures the widgets and filters for you directly inside Qualtrics.You can also continue the conversation to make changes and refine the dashboard.We’re currently testing this with a small group of early access users before Beta.I’m interested in hearing from people who regularly build or manage Qualtrics dashboards.Would something like this be useful to you?If you’re interested in trying it and providing feedback, feel free to comment here or send me a message. Demo:Thanks,Arun

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.

Hi all, I’m wondering if there is a way to set up a dashboard to only show a certain amount of responses. For instance, lets say I have the following:Dataset1: 1000 responsesDataset2: 1000 responses I want to show only 500 responses from each set in the dashboard…. Not sure this is possible and I may have to do this manually I think. ThanksRaechel

I need my Widget to display the correct answer when a student selects the wrong answer. I keep getting NA in the field. I have the CorrectAnswer_Q1 = D (This is for early literacy) in an embedded data block. The next embedded data block has Missed_Q1_CorrectAnswer. The help AI tells me to leave this blank, so it says to Set a Value Now. Under the quiz block, I have a branch if Q1 score is Equal to 0 (I do have scoring set up) Then I have an embedded data nested under that with Missed_Q1_CorrectAnsswer =$e://Field/CorrectAnswer_Q1}. In my dashboard: I have mapped Missed_Q1_CorrectAnswer. (set to Open Text)When I put the mapped field in the record grid, I get N/A for both correct and incorrect answers. What am I doing wrong? Qualtrics is still pretty new to me and the AI help isn’t helping.

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

Hello,We are in the process of launching a retail client that utilizes a 4-4-5 fiscal calendar.  They want to use that for reporting, when looking at scores for this period vs. last period.  Or any trends over time.  Is there a way to add that data into the dashboard to report out using the clients fiscal calendar?

Hi everyone,We are configuring the Map widget in Qualtrics and we have a question about the location label displayed for each point.Right now, the widget asks us for a location field using the physical point coordinates (latitude/longitude). When we load the coordinates, the map places the points correctly, but the labels shown for those points are the coordinates themselves.What we need is for the label to display the branch name or branch key/code instead of the coordinates.Our challenge is scale: we have more than 1,000 physical locations, so using manual edit mapping is not a viable option.Has anyone configured the Map widget so that:the point location is based on latitude/longitude, but the visible label shows another field, such as branch name or branch ID/key?Is there a native way to do this in Qualtrics, or would it require a workaround such as embedded data transformation, custom mapping, or custom code?Any guidance, examples, or best practices would be greatly appreciated.Tha

An option out of 4 for a particular question is missing in the filter of a metric while creating widget of a Dashboard, why is this happening and how to correct it?

I’m trying to find examples to show what my business could do with the ‘Experience Transparency’ feature to show reviews on our website. I’ve only ever seen one example from Qualtrics, which features verbatim quotes, but we’ll need a variety of ways to show ratings and reviews across our website.Can anyone share examples of how you’ve used the feature on your own websites?Qualtrics Experience Transparency exampleTrustpilot widget Product Reviews widget 

Buen día equipoPresento un inconveniente ya que no he podido dar solución a un requerimiento de un cliente, el cual desea tener dentro de un mismo widget de barras 3 grupos, los cuales estarían divididos de la siguiente manera:-Grupo 1:  Weekday (de lunes a viernes)-Grupo 2: Weekend (sabado y domingo)-Grupo 3: Weekday + WeekendEs importante aclarar que lo que se quiere evaluar en estos grupos es la intención de recomendación del cliente. El punto es que dentro de la encuesta no se tiene ninguna pregunta que capture esta información, por lo que sería necesario tomarlo de los datos internos de la encuesta tras obtener una respuesta del cliente. Teniendo en cuenta lo que acabo de mencionar, cree un dato embebido adicional para tratar de traer el dato de la recha registrada y de esta extraer el día en que se respondió, mapeo este dato en el tablero, pero cuando trato de visualizar la información extraida de la fecha de registro de la encuesta no sale ningun dato.Por lo anterior, me vi en l

I've been using Qualtrics for about a decade now, mostly on the dashboard side, and like a lot of you I've spent a lot of that time on the same repetitive setup: pick a chart type, find the right field, set the metric, set the filter, repeat across every page.I've been building something for that. It's a Chrome extension called Pirai AI Flow. You describe what you want in plain English and it builds it on your dashboard. "Add a gauge chart for average satisfaction" becomes an actual widget. It can also update what's already there, change a metric, relabel a column, turn on full record view, just by asking. And if you're starting a page from scratch, there are layout templates by audience, executive, frontline ops, CX manager, so you're not staring at a blank page.Everything stays inside Qualtrics. It only reads field names and types to map things correctly, never your response data, and nothing trains on your content.It's still in beta and I'm actively improving it based on real use. I

Hello,We run an Ad-hoc employee research survey twice per year, we do a copy of it, and reuse dashboards. We noticed that recently, it is impossible to have two rows in the table like in my screenshot (Domain AND Train) - we have an unexpected error message. It used to work during a few waves..Is there a new limitation? any workaround ? Thank you in advance, 

Has anyone figured out how to copy a page from one dashboard to another? Or is this possible? This is a separate issue from duplicating a full dashboard (which I know how to do). Sometimes I spend a fair amount of time on the layout of a page, and it would be nice to be able to copy just that page into another existing dashboard. Thanks!

How much time do you actually spend configuring dashboards in XM projects?From my experience, this is one of the most time-consuming parts of any XM programme and it repeats every time:Selecting and mapping fieldsConfiguring widgetsSetting up filtersDesigning page layoutsIt all adds up quickly.Over the last few months, I’ve been experimenting with something different.What if you could simply describe the dashboard you want, and have it built through a conversation instead of manual configuration?That’s the idea behind Pirai AI Flow — a Chrome extension that works alongside your Qualtrics dashboards. It lets you create widgets, filters, and full pages using natural language. It understands your survey data, identifies field types, and handles the configuration automatically.Our goal is to reduce dashboard configuration time by at least 50%. Based on hands-on experience, this feels very achievable.We’re opening a preview next month. If you’d be interested in trying it early, feel free to

Okay, I want to display on my dashboard how many surveys were sent per agent. Is that possible?All agent data is loaded into each survey as metadata, so in theory, I think yes. I’m just not sure how to display it for my agents. Some of them feel like they don’t get the same amount of responses but I can’t control customers answering surveys so I thought if I could show them that they went OUT, that would help create trust. 

How much time do you spend configuring dashboards?For me it has always been one of the most time-consuming parts of any XM programme. Field selection, widget configuration, filter setup, page layout. It adds up fast. And it happens every time.I have been experimenting with something. What if you could describe the dashboard you want and have it built for you through a conversation?This is Pirai AI Flow, a Chrome extension I built that sits alongside your Qualtrics dashboard and lets you create widgets, filters, and full pages through natural language. It understands your survey fields, picks the right field types, and handles the configuration.Our goal is to save at least 50% of dashboard configuration time. Based on my own experience, I think that is achievable.Preview launches next month. If you are interested in being among the first to try it, please reach out.A few questions for the community:1. Would you try something like this?2. Where do you lose the most time in dashboard conf

Hello everyone!  I’m just wondering has anyone used Text IQ to review unacceptable comments made in open ended questions?  I have created the topics and loaded into TextQ which appears to be working well (maybe identifying a few too many!) I would be interested to hear how others are then using this to redact comments or “cleansing” the comments to be published in dashboards.  Do you extract the raw comment file and then reload via an Imported Data Project and add as a data source to the final dashboards?  Or use workflows within each survey?  Any ideas would be much appreciated!  Thanks! Kylie

Hi everyone,I am looking for a way to trigger notifications (email or in-app) for the Action Planning feature in CX Dashboards.It seems that unlike EX, CX Action Planning does not have a straightforward notification toggle.If you have implemented a workaround (via API or specific Workflow triggers), I would love to hear your approach.Thank you!

My customer has a question:When the CEO is viewing the dashboard, they may notice some issues that need the CXM team’s attention. The CEO wants to send that specific issue directly and create an email or ticket so it can be assigned for follow-up.This is similar to working on an online Word document, where the CEO can highlight a section, add a comment, and tag a staff member to check it.Now that they are considering purchasing the Qualtrics system, they hope it can support this kind of working process in a convenient way.Do you have any suggested solution?p/s: Using dashboard export or email dashboard does not seem to fully match their expectation. Also, exporting the dashboard may create large email attachments and take up too much email storage.

Good morning,I need to calculate the dropout rate of a survey.The survey submission is done with an external tool, so I can't use data from the directory.I want to calculate it as the number of respondents who do not complete the survey compared to the total number of respondents for that survey.How can I set up custom metrics that show me this data?Here what I’ve done so far:  (I’ve set the range top box/bottom box from 0 to 99)Best  

I’m facing an issue with getting a distinct count of clients in my dashboard and wanted to check if there’s a workaround.In my setup, “Client” is an embedded data field (e.g., ABC, DEF, GHI). Each client has multiple contacts/respondents. For example:ABC → 12 contacts, 6 responses DEF → 10 contacts, 5 responses GHI → 6 contacts, 2 responsesCurrently, the dashboard shows the total number of responses (6 + 5 + 2 = 13), which is expected. However, what I need is a way to show the number of distinct clients that have at least one response (in this case, 3 clients: ABC, DEF, GHI).The data is managed through XM Directory, and the survey is already live with responses coming in.Is there any workaround to achieve this—perhaps using a custom metric, table, or by counting distinct embedded data values where responses exist?Any guidance would be really helpful. Thanks in advance!

Hello, Could you please explain us a little bit better the Scorecard Widgets explanation from  the XM Community ? “For example, for the statement “I would recommend this as a great place to work” in the example below, 74% of the respondents responded favorably. For the category “Company Pride,” on average, 62% of the respondents responded favorably for all of the statements within that category. Would it mean in your example that the average answer is positive for 62% of people ( by average I mean the average of 2 subsequent questions) ? Or sth else - the calculation takes the number of positive answers for each sub question ?Scorecard Widget (EX) - Qualtrics here is your explanation that is not clear for us.Thank you

In Response Quality tab, speeders are defined as more than two standard deviations faster than the median duration. How can I flag these speeders in a dashboard? What I want to do is create a gauge widget that will tell me the percentage of speeders from total completions.