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CX Dashboards

Discuss CX Dashboards solutions, best practices, & more.

  • 880 Topics
  • 2,290 Replies
880 Topics
PeeyushBansal
QPN Level 6 ●●●●●●
PeeyushBansalQPN Level 6 ●●●●●●
asked in CX Dashboards
Date queestion with calander

I have used qualtrics library question with calendar that capture date in open end box and shows calendar , while when i am using this date as a filter in my vocalize it shows nothing?

1173
LaurenK
Former XM Community Team Member
6 years ago
AbdulDezkam
Level 2 ●●
AbdulDezkamLevel 2 ●●
asked in CX Dashboards
How do you automate survey results/feedback scores on your intranet?

Hi We have an Intranet, where we would like to publish some aggreggrated results (e.g. avg. customer satisfaction across 5 surveys) into one score, which could then be shown on Sharepoint 365 intranet. Is this possible in any way? Does the report function support multiple surveys in 1 report? Or anyway Vocalize can publically show a dashboard without user login required? Thanks

3246
RTSullivan
Level 2 ●●
6 years ago
B
BobLabbe
asked in CX Dashboards
Forecasting NPS Results

Hi all, I'm wondering if anyone has any experience building an NPS forecasting model in Vocalize. Since my uses the NPS as a short-term incentive measure, midway through the year I'm expected to create of forecast of where we are likely to end up based on YTD and the past five years. Thanks!

981
RTSullivan
Level 2 ●●
6 years ago
B
Bradley_J
asked in CX Dashboards
Widget showing text question completion rate?

Hi! I need to create a widget that tracks the completion rate for a specific question on our survey. The question is a text field, and I want to be able to track how many customers are answering that question over time. Basically I want to track the percentage of customers that have entered something (anything) in that field over time. My gut feeling is saying this should be super easy to do, but I haven't been able to figure it out on my own. Any suggestions?

392
B
6 years ago
S
Simone_Salvano_Kantar
asked in CX Dashboards
New field in Vocalize

I've created a new field (with Formula) in "Data & Analysis" of my project. Why I can't see it in the data source in the linked Vocalize project? Thanks

451
Rich_Boits_Walker
QPN Level 3 ●●●
6 years ago
P
pceresearch
asked in CX Dashboards
Can you assign different permissions for different pages of a dashboard, for the same user?

I have a dashboard with sensitive data and want my user to only be able to see what pertains to them (and not other managers). However, I also have several widgets set up to show the sample vs. population profile, which everyone is allowed to see. These are on different pages. Is there a way to set the permissions so a single user can see 'all rollup' data on one page, but only their data on a different page? Thanks!

1152
Akdashboard
Level 4 ●●●●
6 years ago
J
jbell_MHR
asked in CX Dashboards
Response rates for surveys distributed from "action" tab salesforce link

Hi everyone I'm a new Qualtrics user looking for some very specific help! I have a transaction NPS methodology in our business and there are 14 surveys triggered based on specific events or interactions - these are all triggered via workflow rules in Salesforce which link to actions (setup on the action tab of the relevant survey). I cannot find a way to be able to report on or create a dashboard to show the response rates either per survey or overall. The distribution reporting in dashboards appears to only be based on distributions set up from the distributions tab on the surveys. Anyone have any ideas? Thanks James

121
K
Level 5 ●●●●●
6 years ago
RondaD
Level 1 ●
RondaDLevel 1 ●
asked in CX Dashboards
Vocalize integration

I hope I'm able to ask this question in a way that makes sense! For our account, Vocalize was just recently integrated into the core platform. Not sure whether others ran into this issue, but this created lots of "messy-ness" with the organization of my projects in their various folders and in particular with where dashboards show up in the overall organization. My main question, though, is that some of my dashboards don't show up at all in the core platform. For example, if I look in the "all projects" view and sort to put dashboards at the top of the list, not all dashboards are listed. But if I click on any dashboard (taking me into Vocalize mode) and then look at the dropdown list of all projects, the missing projects show up there. So I can get to all dashboards, but there is an extra step for getting to some of the dashboards that I want to work on (or look at). I would love to figure out how to get these missing dashboards to show up in my overall project organization folders. T

353
LaurenK
Former XM Community Team Member
6 years ago
PeeyushBansal
QPN Level 6 ●●●●●●
PeeyushBansalQPN Level 6 ●●●●●●
asked in CX Dashboards
Can we give one user an export access to one page and view access to another page for same user?

Can we give one user an export access to one page and view access to another page for same user?

271
MohammedAli_Rajapkar
QPN Level 5 ●●●●●
6 years ago
L
Lucia_Zhao_CXSolutions
asked in CX Dashboards
How to report weighted vs. Unweighted scores / Use math operations on vocalize

Does anyone one know any widgets on the dashboard could report weighted scores? And also be able to apply the some simple math operations? Thanks Lucia

221
LaurenK
Former XM Community Team Member
6 years ago
Abdul
QPN Level 1 ●
AbdulQPN Level 1 ●
asked in CX Dashboards
Can we find average of the time stamp and display in widget?

Hi Community, I'm uploading Historic data...in which I've a Embedded field named as "Waiting_time" which records the time a customer was waiting until s/he was served by a customer care representative. The time is stored in the below format... 0:12:56 0:00:22 0:04:28 0:01:30 0:32:52 0:00:10 0:07:46 0:03:08 1:04:58 What should be the Field Type of this Embedded data field so that I can calculate the average wait time? Thanks, Abdul

2222
PeeyushBansal
QPN Level 6 ●●●●●●
6 years ago
L
Lparlin
asked in CX Dashboards
Is it possible to export a dashboard widget to Powerpoint?

I know how to export a Dashboard page to .pdf, jpeg and .csv. I would like to be able to export a dashboard page or widget to powerpoint. Is that possible?

591
MohammedAli_Rajapkar
QPN Level 5 ●●●●●
6 years ago
Smcgij
Smcgij
asked in CX Dashboards
Ticket Data Recode Workaround?

So the bummer of Ticket Reporting is that you don't have the option to recode values like you do in the Dashboard reporting. Has anyone found a workaround to this? For example I had one team absorb into a new team. We want to display the data from the previous team in the new teams counts. How do you mesh the two together for Dashboard purposes?

252
Smcgij
6 years ago
Marti
QPN Level 2 ●●
MartiQPN Level 2 ●●
asked in CX Dashboards
A way to create a widget or page in Vocalize that would allow a client to download in CSV format

We have clients request their survey data via CSV all of the time so that their respective data analysts can evaluate and manipulate their respective data. We are looking for a way so that the client would be able to download that info without reaching out to us to get it. I am referring specifically to the raw survey data that includes all the questions and not answers, not just what is displayed on the dashboard widgets.

282
Marti
QPN Level 2 ●●
6 years ago
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?

844
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?

184
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...

1026
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...

403
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?

233
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

2714
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.

292
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.

803
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?

1415
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?

2275
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?

382
A
6 years ago

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