CX Dashboards

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 edit mode Click plus button on the top next to filters Add “Survey Metadata - Recorded Date” Click “Done editing”NOTE: When filtering the dashboard if you want the date picker, instead of choosing to filter on your new field, Taken Date, you’ll choose the

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 log in as a restricted user (for example, Region CTKV1), the same widget only shows that region’s data, instead of displaying all 9 regions.It seems that when I share the dashboard page and apply data restrictions, the entire dataset has been locke

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 are doing lot of manual activities and are not able to add

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?

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!

I am importing a data set via Response Import Automation which includes a field Initials. I have a CX dashboard widget that displays the count of responses entered by “Initials”. In my EX directory I have metadata for those employees which includes their initials. I would like the dashboard to display the Name of the employee where the two initials match.   Example: My initials are SH. I log 34 interactions with my initials. The data set is imported. If you look at my contact in the EX directory I have a metadata value SH. Since the two initials match I would like the widget to display Sandra Hasty 34. Currently it is displaying SH from the data set. The survey is a CX project based on operational data.

We are using our own LLM to categorize responses. The categorization happens in three levels (drill-down principle):Category 1 (e.g., Product) Category 2 (e.g., Ease of Use) Category 3 (e.g., App navigation)Each response can have multiple categories. We are using an API-based approach to determine the categories after a response is captured, and then we want to write them back to the Qualtrics response dataset.The ultimate goal is to visualize these categories in a dashboard – for example, with bar charts. However, we want to implement a dependency: if Category 1 = Product is selected, the rest of the dashboard should automatically filter to that subset. Subcategories that do not belong to the selected Category 1 should no longer appear.Our challenge: How can we achieve such a visualization? In which format should we write the categories back to the response dataset?Initially, I thought about multi-value fields and codes, e.g., values like „1, 2, 5“ (Category 1) or „1-2, 2-2, 2-6, 5-1“

how do we calculate time passed between the change in the ticket status from "Open" to "In Progress" to show in the dashboard

Hi, I have a B2B CX dashboard to build. I have a hierarchy as below:Level 1 - CompanyLevel 2 - VerticalLevel 3 - CustomerLevel 4 - Offering I need to enable such a hierarchy filter in my CX dashboard. I got hierarchy enabled in my license. But when i go into dashboard setting and click on Add Org Hier, it says contact customer support. Kindly help with steps how to enable this hierachy for reporting. Regards,Neha Tank

How do I create an NPS widget that translates from the scaled question into the three groups and calculates the actual score?

Hi everyone!Is there a way to hide or display complete widget according to a filter?:) h.