Build a dashboard

A dashboard is a grid of widgets that read from your surveys. You build it, choose who sees it, and it stays current as people respond. It is on the Team plan and above, and anyone in the organization can make their own.

Start from a template

1. 1Open Dashboards in the sidebar and choose New dashboard.
2. 2Pick Engagement overview (eNPS, the engagement index over time, a heatmap by department, top drivers and comments), Customer experience (NPS, CSAT, response rate, the NPS trend, follow-ups and what customers wrote) or a blank dashboard.
3. 3Choose the survey or series the template should read from, then Create dashboard. Each widget can read from a different survey or series later.

A series (a pulse you repeat) is the best source for trends: each wave is one point, and the change compares the latest wave with the one before.

Add and arrange widgets

Choose Edit dashboard, then Add widget. The widgets are:

• KPI tile: responses, response rate (n of N), NPS, eNPS, CSAT average, or favourable % for a question or an index of questions, with the change since the period or wave before.
• Trend: one measure over time, or wave by wave for a series.
• Question chart: bars, agreement or NPS for one question.
• Heatmap: favourable % across the groups of an attribute such as Department.
• Top drivers: which questions move an outcome, shown as correlation with the number of people behind it. Correlation is not causation.
• Response rate by group, follow-ups by status, comment highlights (the newest or a random few written answers) and text blocks for headings and notes.

Drag a tile by its handle to move it and by its corner to resize it. With the keyboard, focus the handle and use the arrow keys to move, and Shift with the arrow keys to resize. Each tile's menu also has Move earlier and Move later, which is how you reorder on a phone. Changes save by themselves, and Undo and Redo (also Ctrl or Command with Z) cover everything you did since you opened the dashboard.

Filters

The filters above the grid, a date range and any contact attribute, apply to every widget. A widget can use its own range or attribute values instead: open its menu, choose Edit widget, and look under Filters. Anyone viewing a dashboard can narrow it for themselves without changing it for others; Use the dashboard's filters takes them back.

Anonymous surveys

A dashboard follows the same anonymity rules as results, across every filter and every widget. A group of fewer than 5 people is never shown, and neither is a group that could be worked out by comparing two widgets, such as a trend by week next to a heatmap by department. A widget that would break the rule says so instead of showing numbers. Comment highlights for an anonymous survey appear only when at least 5 people answered, in random order and without dates. Sensitive questions show Hidden: sensitive unless your role may read them, and written answers are masked unless you may see personal data.

Share a dashboard

1. 1Choose Share. Under People, a dashboard starts private to you. Share it with the whole organization, or only with chosen people as viewers or editors.
2. 2Editors can change the dashboard. Only you, its owner, change who sees it or delete it.
3. 3Under Links, create a read-only link for a screen or for someone without an account. Choose when it expires. Copy it right away: it is shown once.

Everyone sees the same dashboard, but their role decides what its widgets show, the same as on the results pages. A link has no role behind it, so it never shows sensitive answers and always masks personal data. Links follow the organization's rule on who may share results outside it. Revoke a link at any time and it stops working at once, on a screen too.

Show it on a screen

Choose TV mode on a dashboard or in the list, then pick the dashboards to rotate and how long each stays. The screen is full screen with large type, has no controls and refreshes every few minutes. A dashboard taller than the screen splits into screens that take their turn. On the screen, the arrow keys change screen, Space pauses, F goes full screen and Esc leaves. With a read-only link, add ?tv=1 to the link (Share shows it ready to copy) and the screen needs no sign-in.