Decision Tree in dashboards

Hello, 
 

CX Dashboards currently do not have a dedicated decision tree visualization widget. However, users can successfully simulate this functionality using creative combinations of existing dashboard tools.

How to Create the Branching Visualization

The core goal is to leverage existing widgets and design principles to convey branching logic clearly:

1. Use Widget Combination:

   • Container Nesting: This is crucial for structuring the visualization to look like a tree's branches.

   • Bar/Stacked Bar Charts: Represent the different branches or choices users make.

   • Number Widgets: Display key metrics or results for each branch/choice.

   • Tables: Excellent for displaying the actual paths taken and their corresponding outcomes in a structured format.

2. Apply Dashboard Design Principles:

   • Concise Headers: Use clear section headers to guide the user through the logical flow.

   • Purposeful Color Use: Employ color strategically to differentiate various paths, branches, or choice outcomes.

   • Data Storytelling: Structure the widgets to tell a coherent story about the user journey and decision points.

Integrating Tree Testing Data

If you are using the Tree Testing question type within Qualtrics surveys, you can bring this hierarchical data into your CX Dashboard:

• Data Mapping: Map the relevant Tree Testing data fields to dashboard Text Set Fields.

• Visualization: Analyze the resulting user paths and success rates using standard Table and Bar Chart widgets to simulate the decision tree logic.

Thanks @Lpena, those are great suggestions and guidelines! Do you happen do have anything visual, screenshots or demos, of their actual implementation? I’ve fiddled a bit along those lines already, but without achieving anything satisfactory from my stakeholders point of view.