Best practice for feedback to the organization

Hi Eldon, 

I recently created a suite of dashboards and shared these among a small group of team members. I created a license that essentially limits them to accessing Qualtrics Dashboard Viewer. At a dashboard level I have granted users access to the content relevant to them. 

I know that some are sharing this content on screen on Zoom/Webex calls but equally, they are screen capturing widgets and pasting to slide decks in Powerpoint, Miro, etc. 

In addition, we export survey response data to our Datawarehouse where it is then visualised using Tableau. 

I’d like to grant scale up user access to allow more colleagues view data in Qualtrics Dashboard viewer, but unsure if I have enough licenses to do this. 

Not sure if this help, but though I’d share my experience!

Thanks

Harry 

Hi Eldon,
in our company we are also using a mixture of Qualtrics Dashboards, screenshots and custom created charts (in PPT).

Our transactional (real time) feedback programmes solely rely on the Qualtrics Dashboards, but for the strategic feedback programme the dashboard often is too limited (in terms of analysis & display capabilities).  

Best,
Manfred

Thank you @HarryO87 and @ManfredBM 

That’s a good question @Eldon ❗After going through all the trouble collecting the data, the next challenge is to transform that into information (which is where the widgets come into play). The last step is to present the information in a way that makes sense to your audience. Although I don’t have much practical advice on the use of widgets I hope some of the following suggestions may help like:

• I imagine you’re not presenting the information for its own sake. So what is your end goal? Do you need your audience to make/come to a decision for instance? Or are you answering a previously submitted question or request? Or are you trying to make a case for something that you’re pitching for example? 
• Another aspect I keep in mind when preparing my own decks is to make them self explanatory and simple to understand. All I add during the presentation is my own ‘voice over’ adding ‘color’ to the slide and contextualising what the audience is seeing. In any case try and avoid too much text (which temps folks to read and not listen) or even worse, you reading the text on the slide out loud (they can read it themselves!)
• a final tip is to practice presenting the deck beforehand. That way you’ll get a good idea how long each slide takes and the total required for the entire presentation. This also helps check if the contents and order of the slides flow naturally making the total come across as a well orchstrated story with an introduction, main body and conclusion. 

I echo what has been said above, but would also like to add that I have had a lot of success with clarity of the pictures captured in screenshots from the app “Snagit Capture.” Taking screenshots through that app of our widgets has left all of our images extremely clear when putting them into a presentation. An added perk from using Snagit is their ease to add shapes + icons to the image.