CX Dashboards | XM Community

CX Dashboards

Discuss CX Dashboards solutions, best practices, & more.

  • 816 Topics
  • 2,130 Replies

816 Topics

A
Aine
asked in CX Dashboards

Fixed values in a dashboard

HelloI need to add a table with fixed values in a dashboard, and then use them to compare values in a widget...Can I use custom metrics? or Is there another way to do it? Thank you

1
Sachin Nandikol
QPN Level 5 ●●●●●
2 hours ago
M
MB_CX
asked in CX Dashboards

Interactive filter for public reports

Hi, I am looking to include an interactive filter on public reports, is there a way to do this on Qualtrics??

0
M
6 days ago
M
MarloesW
asked in CX Dashboards

How do I calculate market shares to visualise in cx dashboard?

Hi!I want to have a table showing market shares per webshop. I have a question where respondents can choose where they bought their product and a question where respondents can give the amount they spent in that webshop. Q1: Where did you buy product X?Shop A Shop B etcQ2: How much did you spend on product X?€ … I made custom metrics to calculate the revenue per shop, but can't figure out how to go from there to the actual market shares in qualtrics. I hope someone can help me

1
N
Level 1 ●
7 days ago
S
Sam-5018
asked in CX Dashboards

Embed Chatbot to Survey

I want to embed my chatbot from lanbot into my survey, which is designed to study consumer behavior. I want the participants get through the chatbot when they reach a specific page, pop-up or textbox. Here is my chatbot. I will be more than grateful for any feedback!https://landbot.site/v3/H-2203779-8PKRB46RWG2R1AS6/index.html

1
JesperAndersen
QPN Level 4 ●●●●
9 days ago
L
Linda Haworth
asked in CX Dashboards

Full Record information

When we get responses on our surveys, if the response comes back as passive we can see the full record but the record does not have the client contact information.  If it is a detractor it creates a ticket which has the email and name of the respondent.  Anyone know how i can see who the respondent is if the response does not create a ticket

6
jmborzick
QPN Level 4 ●●●●
8 days ago
E
QPN Level 5 ●●●●●
EumetisQPN Level 5 ●●●●●
asked in CX Dashboards

Dashboard Union

Hi,Qualtrics union doesn’t bring in data from both sources, it only brings in the similar fields and the rest have to be manually mapped. Is that the intended functionality? Shouldn’t union bring in all the data and just place the non similar fields as unmapped?

1
N
Level 1 ●
7 days ago
A
Ali Hajj Hassan
asked in CX Dashboards

Reflecting 2 sources on a dashboard each with different dates applied

Hello everyone, I have 2 sources( surveys) that i want to reflect on the same dashboard, the problem is that each have a distinct time frame that needs to be applied. I figure that can be done from the advanced filters but i need some guidance.

1
R
Level 3 ●●●
13 days ago
T
taylor.blankenship
asked in CX Dashboards

Filter dashboard by drill down results

I have a survey that utilizes a drill down question to collect information and I would like to be able to filter the dashboard by those drill down results. However, when I try to add a drill down question as a filter it treats it as a number and doesn't pull the answer choices. Is this not possible?

1
C
Level 2 ●●
14 days ago
W
warley_s
asked in CX Dashboards

Trouble getting a custom date format

Hi everyone, I have a embedded data field with date in the format “YYYY-MM-ddZhh:mm” (example: 2024-04-23T00:00”), and I’m trying to set it this way on Qualtrics dashboard mapping, to use this field as date filter, but not having success.  Also tried different syntax, like with commas (“YYYY-MM-dd,Z,hh:mm”), and other changes, none worked so far.  Any tips to help? Thank you all!

3
Nanditha MM
Level 4 ●●●●
9 days ago
M
Level 2 ●●
MihoSatoLevel 2 ●●
asked in CX Dashboards

Text iQ on dashboard: How to exclude incomplete survey responses?

Dear XM Community,When I was setting up Text iQ on my dashboard, I noticed that incomplete survey responses were also included in the analysis. I would very much appreciate it if anyone could advise me how to filter only completed responses (Survey Metadata “Finished = Yes”) to be analyzed. Thank you for your help in advance.Miho

6
M
Level 2 ●●
15 days ago
P
Pav1032_dk
asked in CX Dashboards

How can I add a logo or an icon at the top of the dashboard?

I hope to make the survey to be more professional, so I want to add a logo to the top of our dashboards. Do you know how I can do that. Thanks a lot!

1
C
Level 2 ●●
19 days ago
E
QPN Level 5 ●●●●●
EumetisQPN Level 5 ●●●●●
asked in CX Dashboards

Disable Ticket and email tab on record table

How do i disable ticket and email tab on the record table → full record view?

0
E
QPN Level 5 ●●●●●
27 days ago
nryalls
Level 2 ●●
nryallsLevel 2 ●●
asked in CX Dashboards

12-Hr Time with CX Dashboard Date

Our API brings in an embedded date field as the following: 04/01/2024 03:30 PM. But I cannot figure out which date format I should use to ensure that “invalid date” does not appear in the response ticker widget. The date is the date of their admission ticket, which is what my teams would like to see in their daily report send from the dashboard. This helps them recognize when an issue might have occurred for the experience. 

0
nryalls
Level 2 ●●
28 days ago
C
Chidibomaopara
asked in CX Dashboards

Filtering a dashboard with widget from multiple sources

Hello Everyone,I have a dashboard that displaysWidgets that shows stats using the Respondent funnel data source for things like the number of email sent, number of finished surveys and stuff like that another Widget that shows information from the embedded data fields and the last widget which is a line graph for the survey questions.Issue: i have a dashboard filter which is an embedded data field to filter all the widgets but the  Respondent funnel data widgets error out when i apply any filter to the dashboard. Support just told me that the Respondent funnel data source does not have the embedded data so it will not work.Does anyone know how to get information about the number of email sent, survey started and survey finished from the embedded data source?Thanks  

3
InessaG
Level 5 ●●●●●
1 month ago
B
Bebesa
asked in CX Dashboards

Help with filters on dashboards

Hi community,  I am creating a graph that is using a question as a filter. The graph is displaying the different benefits. Let’s say we have 100 responses. The question we are using as a filter is about gender. Let’s say we have 50 responses.  when i create the graph and filter it by gender. I only see the 50 responses. How can i also show the responses where we don’t have gender?  Thank you! 

4
InessaG
Level 5 ●●●●●
1 month ago
C
Chidibomaopara
asked in CX Dashboards

Filters on dashboard not populating options to select

Hello Everyone,I added some filters to my dashboard but they do not auto populate a list of options when i click the dropdown arrow. it just shows my a search textbox.. These fields are Embedded Data fields. I do not want to search the filter field, i just want to select from a list of options in that field. Please let me know if anyone can help me with this issue. Thanks

2
C
1 month ago
JonesE
Level 4 ●●●●
JonesELevel 4 ●●●●
asked in CX Dashboards

Dashboard Visualization of Side by Side Question Type

I need to create a CX Dashboard visualization of data collected as part of hand hygiene rounding in a side by side question type. The question has the opportunity for auditors to provide up to 5 observations at a time (we don’t always have data for all 5 observations). Each observation has a rating of compliant or non-compliant and the role of the associated individual for each observation (e.g., compliant nursing staff member who washed hands after interacting with a patient). The role dropdown includes a set of 6 different role options. Here’s how the questions is built: In an ideal world, we would like to have a compliance rating by role calculated across all observations for a specific domain (e.g., After interacting with patient/client), but I can’t seem to figure out how to do that. I’ve calculated compliance ratings in aggregate across all observations, but don’t know how to fold in breaking down the aggregate compliance ratings by role. Does anyone have any suggestions on what

0
JonesE
Level 4 ●●●●
1 month ago
ooolomod
Level 3 ●●●
ooolomodLevel 3 ●●●
asked in CX Dashboards

Adjust Highlight Reel Widget

Is there a way to adjust how the highlight reel widget displays in the dashboard?The video player is quite large and not dynamic / not responsive to the size of the widget which makes it difficult to view. 

1
ooolomod
Level 3 ●●●
1 month ago
A
Level 1 ●
Al-FairyLevel 1 ●
asked in CX Dashboards

Average of subset of questions only in a widget

Hi, I want a widget on a dashboard which displays the responses of 5 question related to activities perform by students (q35_1 to q35_5). Those responses are numeric and they represent number of hours spend by students for each activity (if the students spends time on it otherwise it left blank). I am trying to display the total average of those 5 questions (sum of 5 questions / count of responses of all those 5 questions).I tried to use custom metrics but the metrics is not to display data (can’t be use as a value). If anyone knows  how to build a widget to display the total average of 5 questions all combined please let me know. 

0
A
Level 1 ●
1 month ago
S
Level 1 ●
SlyNickLevel 1 ●
asked in CX Dashboards

Adding Not Applicable responses after initial setup of dashboard without them

I created a matrix table in my dashboard and did not map the N/A responses but see that the percentages do not add to 100 without them so would like to add it now. How do I do this without deleting and recreating the matrix table?

2
S
Level 1 ●
1 month ago
J
Jeb
asked in CX Dashboards

Count how many times an embedded field has the same value

I have a data set that has embedded data and I want to display a sum of the same embedded data field in my dashboard.For example:my embedded data field is text field Companyand I have the following response data:Company 1 employee X Company 2 employee X Company 1 employee Y Company 3 employee XIs there a way I can show in my dashboard that:Company 1: 2 employees responded Company 3: 1 employee responded etc Many thanks for any adviceRegardsJo 

1
A
Level 6 ●●●●●●
1 month ago
kgillis
Level 3 ●●●
kgillisLevel 3 ●●●
asked in CX Dashboards

Text iQ, multiple open text fields

We have an NPS question followed by 1 of 2 free text questions - if they give us a promoter nps they see an open text called “What is the primary rating behind your rating,” if they rate as nps passives or detractors then the get the question “What can we do to improve?” I have them each represented in seperate widgets, as shown below, as you can only select 1 question text iq per widget. Well since the questions are displayed as promoters it’s clear that most of the comments are going to have a positive sentiment, and the opposite is true. I’m wanting to find a way to pull these 2 widgets together as I ran the same topics on each question, that way we could see a more wholistic view. I haven’t been able to find a way to do this within Qualtrics but I’m wondering if anyone has any out of the box solutions. 

3
kgillis
Level 3 ●●●
1 month ago
I
Imane
asked in CX Dashboards

Quarterly survey best approach

Hello, we're interested in conducting a quarterly NPS survey triggered by specific events and are seeking guidance on the most effective method for aggregating operational data and implementing randomization. Additionally, we aim to ensure that customers aren't surveyed consecutively in two quarters.Any suggestions?Thanks for your help 

0
I
1 month ago
kgillis
Level 3 ●●●
kgillisLevel 3 ●●●
asked in CX Dashboards

CX dashboard widget for drag and drop/rank order

I have a rank order/drag and drop question on my survey and I’m having a difficult time in coming up with how to display that info in a CX dashboard. I do have randomization set up on this so that they are not presented in the same order to each participant with the exception of “other” being always presented in the lowest position.  *Bonus question - I believe that if people don’t rearrange them then they just appear as though they ranked in the order presented was what they selected. This is not a required question, not do I want to make it required, but is there a way to exclude the data of people who didn’t change the rank order.

1
Shashi
Level 8 ●●●●●●●●
1 month ago
JohannesCE
Level 6 ●●●●●●
JohannesCELevel 6 ●●●●●●
asked in CX Dashboards

Switching from data mapper to data modeler without losing widgets

Hi! We currently have several (CX) dashboard templates containing numerous widgets. With the recent implementation of the data modeler feature, we're interested in transitioning from using the auto mapper to the data modeler. However, both our own observations on the platform and information from the support page indicate that once a builder type is chosen for a dashboard, switching to the data modeler isn't an option. This limitation seems to persist even when we attempt to make a copy of a dashboard, strip it of all its sources, and then load a new dataset.Is there a method that allows us to maintain our existing widgets and custom metrics on a dashboard while transitioning to the data modeler? Rebuilding all our dashboard templates from scratch would be extremely labor-intensive. If this functionality isn't currently available, we would be keen to know if there are plans to introduce it in the near or foreseeable future.https://www.qualtrics.com/support/vocalize/mapping-cx-dashboard

0
JohannesCE
Level 6 ●●●●●●
2 months ago

Productivity playlist

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