Dashboard Widget - Filtering Custom Metric To Only Display Certain Scores | XM Community
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Hello XM Community!  I am new here and look forward to what this forum has to offer.  I’m hopeful that someone can give me insight how to tackle a problem that I’m encountering.

I have a custom CX metric where I am displaying customer scores using the horizontal bar chart dashboard widget.  This custom metric is an average of top to box scores across four questions, and I am wanting to display customers that are greater than X% in one widget, and customers less than X% in another widget.  Unfortunately, I am not finding a way to filter this custom metric to display as I had hoped.  Using the Top/Bottom N Values does not achieve what I am looking for, as the surveys remain active, and results may be returned in both top/bottom widgets, which I do not want.

 

Any thoughts?  Thanks in advance!

-Nathan

Since your survey is active, you can create the embedded data in the survey flow based on the condition (if Q1 <81%) set the value. if not set another value. 

NOTE: this will catches only future responses

For the recorded responses use the filter in the data and analysis and set the value.

 

Then, you can use this embedded data in the dashboard. 

 

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