CX Dashboards

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

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

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.

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.

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.

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.

I have a dataset created using data modeler. It has multiple join conditions, however, the resulting output dataset does not have the expected data. The fields used as the join conditions have the same field type, and the values do not contain spaces or other hidden characters. In the resulting dataset, it seems that no values from the right side of the join were carried over (they’re all N/A). That includes the survey response's value for distribution id (Q_EMD), which is one of the join conditions so it SHOULD have a value. I have inspected the data sources themselves, and there are rows in each for which all three of the join conditions are true.Is anyone else having this problem? Have you had this problem and then resolved it? Is there something that I may be missing?

TLDR: I want to share specific dashboards with specific classes of user based on their staff record, all of whom will get their Qualtrics account via SSO provisioning. Thought I could do this via “user groups” but looks like no. Details:We’re launching SSO for Qualtrics. I have it set to auto assign new staff/users to different Qualtrics “user groups” based on their division within my organization. E.g., if our staff database shows them as being in Division A, they are auto-assigned to Qualtrics user group Division A. My plan had been to share the Division A dashboard with user group Division A… but it looks like dashboards (unlike surveys) can only be shared with individual users or “roles.” Any suggestions for how to solve this problem? 

I’ve installed the Qualtrics app (from AppExchange) in Salesforce and completed the connection setup. I’m able to view the dashboards in Salesforce that I created in Qualtrics. However, the page filters I added don’t return any data when I click on them in Salesforce.Is this expected behavior, or might I be missing a configuration step?

Hi Team,We have a requirement to display the count of surveys triggered across different channels on the dashboard.We are using personalized links for survey distribution. We have an embedded data field called CH. If the survey is sent via WhatsApp, the CH field is stored as "WA". If the survey is sent via Email, the CH field remains blank.Requirement:We would like to create dashboard widgets to display:Count of surveys triggered via WhatsApp Count of surveys triggered via emailCould you please guide us on:The best way to configure widgets for this use case?How to handle the Email channel condition (since CH is blank)?Any best practices to accurately track and visualize distribution counts by channel?Thanks in advance for your support!

I am trying to create a level-based CX org hierarchy that essentially acts as a parent-child hierarchy with employee/manager names listed throughout the hierarchy. The hierarchy should be based on the employee ID which will match a data field in the survey response/dashboard data set. When the hierarchy filter displays in the dashboard, the filter should display the employee names rather than employee ID. We initially tried to do this via parent-child hierarchies, but that did not work for us since we wanted to be able to select the very bottom leaves/nodes in the hierarchy to view their results rather than just select managers. We switched to level-based hierarchies based on the advice here. I can confirm the overall level-based hierarchy structure is working using the configuration below. A hierarchy is generated with a level for each of the 10 levels of the org hierarchy with dashboard users assigned to their appropriate level. However, the org levels are named after employee IDs ra

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

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 community,I’m currently working with Qualtrics Dashboards and would like to customize the appearance of my widgets.Is there any way to change the font family of the text inside dashboard widgets (e.g. charts, labels, titles, etc.) to a custom font that upload to Library?Thanks in advance!

Hi XM Community,I wanted to share a free tool I created to help with Text IQ topic model documentation. Auditing and sharing topic configurations keeps coming up, especially when handing off to stakeholders or comparing models across programs, so hopefully this saves some of you time.The Challenge: The Text IQ JSON export is powerful, but it's not easy to review outside of Qualtrics. When you need to audit topic coverage, verify query logic, or document your model for compliance or handover, opening a raw JSON file isn't practical, especially for stakeholders who live in Excel.The Solution: A browser-based tool that converts your Text IQ JSON export into a structured Excel workbook in seconds:✓ Full topic hierarchy with parent/child relationships visualised✓ Query logic captured for every topic (OR, AND, NOT, PROXIMITY, EXACT)✓ Topics missing queries identified at a glance✓ Flat topic list for filtering, sorting, and gap analysis✓ Summary statistics: total topics, root categories, hier

How can I calculate the difference between two columns in a CX Table widget?  I have two columns of data each formatted like the screenshot below. One column pulls from one data source the other column from a second data source. The rows of the table are a common  field between both sources that disaggregates the percentage by site.  I want to add a third column that displays the difference between the percentages. The “Calculations” allow for  “Sum” but not difference. I tried building a custom metric, but that didn’t get me very far.  Suggestions ?