CX Dashboards | XM Community

CX Dashboards

Discuss CX Dashboards solutions, best practices, & more.

  • 816 Topics
  • 2,129 Replies

816 Topics

AlexW
AlexW
asked in CX Dashboards

Sharing Vocalize Dashboards with Non-Qualtrics Account Holders?

We have multiple stakeholders who I would like to share our dashboard with, but the majority do not already have Qualtrics accounts. Is there a way to share the dashboard with them without asking them to create an account first? They are all senior leadership with limited time. I don't want their first impression of it to be restrictive and admin-based, I want their first impression to be, "wow look at all the information I have at my fingertips!" Am I missing something? Or if not, has anyone else found a good way to have their time-sensitive users signup?

4
AlexW
6 years ago
VirginiaM
Level 4 ●●●●
VirginiaMLevel 4 ●●●●
asked in CX Dashboards

Download options for text responses

We use Vocalize to share course evaluation dashboards with faculty, but the comments are creating a tricky situation for me. I have the comments displayed in a response ticker widget, but when faculty try to export their vocalize comments page as a PDF, it only shows what is visible on the screen. As a workaround, I instruct them to download the _widget_ as a CSV and then save it as a PDF, but they are not liking this multi-step process. Has anyone found an easier way? Would another widget work better?

4
AlexW
6 years ago
Radam
Level 4 ●●●●
RadamLevel 4 ●●●●
asked in CX Dashboards

Is it possible to display a image captured using the file upload question type in Vocalize

We have a form where a user can report a found animal which includes a file upload field for them to include a photo of the found animal. Is it possible to display that image in a Vocalize dashboard (or any other report)? I don't even see the ability to add the filed in the data set when setting up the dashboard in Vocalize...

6
Radam
Level 4 ●●●●
6 years ago
VirginiaM
Level 4 ●●●●
VirginiaMLevel 4 ●●●●
asked in CX Dashboards

Creating groups within a field?

I have a number set field called "Course Number" and I want to group them together based on the first number. For instance, anything between 1000 and 1999 should be grouped into the "1000's" group and 2000 to 2999 in the "2000's group", etc. Is this even possible in Vocalize? If so, how can I accomplish it? Maybe by using javascript? The course number is an embedded data field so that may also be important to consider...

3
VirginiaM
Level 4 ●●●●
6 years ago
M
Megan_E15
posted in CX Dashboards

Tableau vs. Vocalize

We currently use Tableau for all of our survey dashboards and data visualizations. I would love to hear from anyone that has experience using both--what are the pros and cons of each? If you made the switch from Tableau to Vocalize (or vice versa), why?

3
T
6 years ago
Poppy
Qualtrics Employee
PoppyQualtrics Employee
asked in CX Dashboards

Why is my widget empty?

I just applied a page-wide filter on my CSAT score (mapped over as a Number Set), but now my widget that talks about unresolved issues is completely empty. What happened? Here are before and after screenshots: http://take.ms/DArL0

4
Poppy
Qualtrics Employee
6 years ago
JakeW
Level 2 ●●
JakeWLevel 2 ●●
posted in CX Dashboards

What is your favorite 'Widget'?

I typically use tradition vertical or horizontal bar charts since that is what most people who consume my reports are used to. However, I really like using the 'Breakdown Bar' either horizontally or vertically, depending on the text that is associated with each value. I like these because not only are they a little different, but you can use them in thin slices on your dashboard that help break up the screen for your consumers. In a sea of boxes with vertical bar charts with a series of 5 point scales, it's nice to have something that might cut across the entire screen or along the side that makes you stop and see what's different about this data. Keeps readers engaged, I think.

2
VirginiaM
Level 4 ●●●●
6 years ago
AnneG
Level 3 ●●●
AnneGLevel 3 ●●●
posted in CX Dashboards

How are people handling response rate tables?

I know that they have recently added functionality in Vocalize so you can show some basic response rate data for individual distributions, but I need to show at the survey level, divided by our fiscal quarter. So I am still maintaining response rate tables in Excel and then importing to Vocalize and displaying as an image in my dashboards. Have to replace the table manually every week. (Doing this manually also allows me to exclude emails that came back undeliverable . . . I just subtract the # of bounces from my total sent.) Wonder what others are doing to accurately display this key data to stakeholders in the way that works for your company.

3
Akdashboard
Level 4 ●●●●
6 years ago
Poppy
Qualtrics Employee
PoppyQualtrics Employee
asked in CX Dashboards

Using text topics in a dashboard?

I used the text tool to create a whole bunch of text topics, but now I am having difficulty getting these topics into my dashboard. Is there any way to get them into a widget?

5
Poppy
Qualtrics Employee
6 years ago
Dax
Qualtrics Employee
DaxQualtrics Employee
asked in CX Dashboards

Combining scale points on dashboard

My CX survey has a matrix table question that asks clients to rate a couple of different factors on a 5-point Likert scale. I'd like to have the top/bottom box values for each of these statements displayed together in one widget on my dashboard. What's the best way to do this?

5
Akdashboard
Level 4 ●●●●
6 years ago
Poppy
Qualtrics Employee
PoppyQualtrics Employee
asked in CX Dashboards

Mapping "Other" option text into a dashboard

I have an "Other" option where I allow text entry, but when I tried to map my test responses over to Vocalize, I wasn't able to find a way to select the text entry box in the data mapping. Is there any way to get that data into my dashboard?

2
A
6 years ago
Dax
Qualtrics Employee
DaxQualtrics Employee
asked in CX Dashboards

How can I measure completion rate in a dashboard?

We are changing some things on our CX survey, but our executive team is worried that it will affect our completion rate. Is there a way to put a measure of our completion rate into the dashboard so that we can monitor it closely?

4
JakeW
Level 2 ●●
6 years ago
Dax
Qualtrics Employee
DaxQualtrics Employee
asked in CX Dashboards

Response counts don't match between data & Vocalize

There aren't any filters on my widget or my page, but there is still a discrepancy between the response counts showing in my widget and in my Data & Analysis tab of my survey. Did I do something wrong?

4
Dax
Qualtrics Employee
6 years ago
Goldie
Qualtrics Employee
GoldieQualtrics Employee
asked in CX Dashboards

Building a Compliance Dashboard

I'd like to make a compliance dashboard. I run a training program and want to see how many of the people in the program have passed off certain quizzes. I have already built out the surveys to include the user's name and whether or not they passed in the Embedded Data. Is there a widget I can build that displays all of the different quizzes and whether or not they passed?

1
JakeW
Level 2 ●●
6 years ago
Barnaby
Qualtrics Employee
BarnabyQualtrics Employee
asked in CX Dashboards

Adding HTML to Descriptive Text widget?

I am putting together an "FAQ" landing page on my Vocalize dashboard to answer my dashboard viewer's questions. I want to include links to a few other pages that give a better explanation of our CX program, but I can't figure out a way to put HTML into a Descriptive Text widget. Any suggestions?

1
AnthonyR
Level 4 ●●●●
6 years ago
Poppy
Qualtrics Employee
PoppyQualtrics Employee
asked in CX Dashboards

Restricting a User's Dashboard Data Access

I have a dashboard where each of my employees can see their CSAT scores over the past week. I don't want them to be able to see each other's scores. Do I have to restrict their data manually every time I share? Is there any way for me to allow them to still see department-wide averages so they know how they compare?

2
Poppy
Qualtrics Employee
6 years ago

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