CX Dashboards

Hello all, please excuse my poor English as I'm French. I have set up an NPS survey, with a close the loop program : whenever a client is a detractor, a ticket is generated, and a team calls him back. If needed, the team can create sub-tickets assigned to their colleagues in other departments. I have created a dashboard to monitor volume & status of this process, but I can't manage to separate the "survey tickets" from the "sub-tickets". Eg. : I have 150 detractors to call, so 150 tickets. But my team has created sub-tickets for other depts. And I therefore see "270 tickets" in my dashboard. This doens't help. Has anyone found how to separate external tickets from internal sub-tickets in the dashboards widgets? Thanks for your help Diane

Hi, I would like to ask regarding the "gauge chart" on the widget of the dashboard in order to measure the satisfactory level and/or points when compared to set goal. For some reason, I keep on failing, which the screen reflects as "the range is restricted" and so forth. With that been said, I'm completely setting up accordingly to the previous dashboard, literally copying the setting (indicator etc), but the result doesn't appear the same. I'm guessing that the embedded data is not set up correctly, however even if I adjust the embedded data according to the previous data, it fails. I would appreciate if anyone can give me tips to resolve this issue. Thank you in advance!

Hi, the questionnaires have changed and I have copied the old dashboard for the backup. However, I accidentally deleted the dashboard. Is there any way to restore the deleted dashboard and/or the qualtrics can assist with? Thank you very much in advance!

I have a question in my survey that uses the "form" option, how do I display the answers on my dashboard? I am trying to figure out a widget to use, but I can't seem to figure it out.

We have someone on our team who suddenly is unable to update a ticket. He can neither add notes in the Activity section nor can he update the ticket status. No one else on our team is having this issue. Any suggestions for resolution to this problem?

Hi there! Every year we conduct an annual survey satisfaction survey. The responses are weighted based on what country the feedback/user is from. e.g. US: 4,3%, China: 10,3%, Estonia 0,04% etc. I have follow question - and I am seeking some best practice here: A) Would I make the weighting in Vocalize or Data&Analysis? My greatest interest is to automate as much as possible. If D&A, how can I provide the weighting information once and for all? B) In our case, the weighting changes year after year. How can I apply new weighting new year to new responses, without replacing the weighting on old responses from 2018? In all cases, the outcome is that we have a Vocalize dashboard showing the results weighted and I can utilize the country filter (and any other filters) to see weighted results . Currently Vocalize can only weight 1 time per dashboard, meaning that I wont be able to apply new weighting to new responses next year without replacing weightings on old responses... Any

Hello! I am trying to show trended NPS data in a widget. We generally show our data like in the graph below. However my execs would like to see a year over year comparison, by month - so have the dark blue line and light blue line on top of each other, so it's easier to compare NPS by month (ex: May 2018 vs. May 2019). I tried to "play" with the settings but couldn't find a way by myself. Has any of you tried? Any ideas? Thanks so much in advance! !

In one widget on the dashboard

I have 5 separate Open Response questions that I would like to display all together in one widget (not divided up by question like in Record Grid). I tried to combine the 5 fields in the Setting mapping screen but it doesn't seem to let me map it as one widget/ all comments in one response ticker.... any advice?

Hello, I have added a Key Drivers widget in my CX Dashboard but the font size is rather small and it makes the statement hard to read. I haven't found an option to change the font size in Edit - does it exist? How can I increase my font size? Also, I deactivated the "Scale Data Points by Sample Size" option but now all my bubbles are quite small. How can I increase their size as well (uniformly)? Thanks for the help! Example below (font is too small, bubbles are too small): !

Hi Everyone, I've explored some of the different Widget options in Vocalize, and I'm trying to see if there is a way to create a page of downloadable content (e.g., PDF content, static excel files, videos) that might be helpful to a client to grab and download. I didn't get the sense that this can be done in Vocalize (besides an Image where we can put it into a Library and get the URL from there to create an Image Widget). Has anyone run into this? The only other options that I can think of is to store the files in an FTP and use the Rich Content Editor to throw in a link to that OR load everything up into a Library on the platform and permission via roles and groups. Any ideas or comments is greatly appreciated! Thanks, Karlo

I currently have an issue with several dashboards. Cannot add a new field, change the current mapping, add new sources or anything else. Has anyone experienced the same issue? Have contacted support, product manager, CSM, Account Manager, and still nothing has been fixed for almost 2 weeks already, so reaching to the Community for advice. :s

We are trying to determine the number of times each user accesses various dashboards. Is there CX usage information anywhere in Qualtrics?

Hi everyone, Has anyone found a way to automatically display photos collected from a survey in a Vocalize dashboard? I am using an upload file question type to collect the photo, but can't find a way to display the photos taken.

I have a calculation in my survey flow for a field based on questions answered. Once I get to the dashboard, I need to do a calculation that says if Field Name>5 then make Field Name2 5, otherwise Field Name2 = Field Name. Is this possible? We are trying to calculate the average of 5 dimensions, but not all dimensions will have a value so we want to divide by those that do. This has been a struggle so any help would be appreciated!!

Hello! I am trying to include the NPS Grouping the respondent belongs to as a text (not a score) in order to pipe it in the subject line of my email triggers. Ex. of subject line = "A [Promoter/Detractor] just completed the survey" Is there an easy way to do that, that already exists? Or do I have to create an embedded variable based on the NPS score in the survey flow, and pipe-in that? Ex: create an embedded data "NPS_Grouping" with value "Promoter" and "Detractor" based on NPS score. I have 20 email triggers to create, one per region (as each region has its director) - and have to repeat for Promoters and Detractors. So I'm looking for the most efficient way to create those triggers. Thanks for your help!

Hello, I have the following problem: I have responses from a daily survey where each respondent belongs to one of several categories (more than 60), and I want to know what is the response rate for each one of this categories. For reasons I don't understand, the Distributions Table widget ignores all kinds of dashboard filters, so I only have the general response rate. I created a new column which is a group by and count of each category, so if in a particular day there are 20 rows with category A , 15 with category B, and 30 with category C, then the new column looks like this: rowNumber cat count 1 A 20 2 A 20 3 B 15 4 C 30 5 A 20 And so on. What I wanted to do is to create a Custom Metric consisting of the sum of all the respondents who finished the survey divided by whatever happens to be the count for that category that day. How do I do this last part? In the divisor I can only specify a Count, Min and Max or aggregate measures like Average. Is there any way to create this metri

I have 5 pages of field names in a dashboard. Will someone please let me know how to export a list of the field names?

I have an NPS survey with translated comments from multiple languages that is working properly in its own dashboard, but when I import that survey into an executive dashboard with 6-7 other surveys, the comments show up in the response ticker in their original language. While I realize that each dashboard needs to have certain functions (such as Text IQ tagging) done independently for each dashboard, I would think that translated comments would carry over from one dashboard to another. Does anyone have experience with this? I don't see a way to translate these comments from within the second dashboard.

We recently started a new survey and only want to share scores/comments with our stakeholders that meet a certain response count threshold. Through quite a bit of trial and error and then confirming on the support site, I have learned that the response count threshold isn't actually compatible with any widget including comments (Response Ticker or Record Grid). Nor is there a way to add comments to any of the widgets that are compatible with Response Count Threshold. This results in my having to export ALL comments and manually exclude those that don't meet our threshold. Has anyone had luck finding a work-around to this?

I'm working on setting up a regularly scheduled email from the dashboard to vocalize users. Each user has a set role and permissions. Do I have to setup individual emails for those people with the dashboard setup for them or can I setup one email and it will only show what they are supposed to see? Also, is there a way to have the PDF in a landscape format and not portrait?

Hi all! Battling a bit and any help provided is appreciated. I need to upload a non-qualtrics CSV file data as data source for CX dashboard. Battled and got to point where it seems to accept the file and map out the columns perfectly. Then I get the following error when clicking on add: :#INCORRECT_UPLOAD_FILE_FORMAT# Everything in file seems fine - comma delimited, no blank columns, CSV UTF 8 etc. Anyone ideas would be appreciated. Much thanks

Hello :-) I am currently updating my survey look and feel and changing the image background. One of the images I have is in "portrait mode" and it displays quite nicely on a mobile: ! However it displays poorly on desktop, as Qualtrics centers the image by default: ! Is there a way to force the image to be aligned at the top instead of center? Thanks for your help!

is there away to have a single Widget in a dashboard show from multiple question data fields? all the questions looking to be combined have the same 4 options (select 1) and i am trying to make the widget show count of specific response and which question it was associated to.

Hi, We are building an executive dashboard for our management to show our main KPIs across all parts of business, and I would like to ask if anyone could share their best practices. Were there any discoveries that some things work better than others, data representation, rolling metrics, trends, etc? We try to have it as simple as possible, but somehow i am afraid it can get complicated for viewers.