Have you ever wished that you could, at a glance, track a specific touchpoint and see what your customers are talking about, and how scores and topics change over time? Or track the customer experience of a particular product in a specific market area? With the Dashboard and cards, you can do this and much more!

In this article we are going to go over the steps for creating a dashboard, and it's associated cards, using an example of seeing all of your countries that you operate in at once.

1. Creating a Dashboard

To start, we need to make a blank dashboard that we can add cards to. This can be done by hovering over the plus in the bottom right of the dashboard page, and then selecting "Create Dashboard".



From there, we need to put in some basic information about the dashboard. The title can be something descriptive so that future users who access this dashboard will immediately know what its for. There is also a toggle that asks whether you want to "Show report cards with full info". We recommend to have this box selected, though it is not required. Lastly, whether it's Private or Public.

Dashboards by default are public, and will be visible to anyone in the organization. However, Cards that live in the dashboards will not be visible unless a User has the permissions to see whatever data the card points to.

All of this data can be changed at any time later! Don't feel like you are locked into these changes.

1.1 The difference between Private and Public dashboards



A private dashboard is only visible to the person that creates it. The private dashboard is indicated by the "house" icon at the top of your list of dashboards. This can be useful if you want to create cards or track certain metrics that are interesting to you, but will not be seen by anyone else from your organization. Each Admin or User can only have one Private dashboard.

Creating dashboards is a feature that is, by default, only available to Admins. This includes the creation of a Private dashboard. Users can be allowed to create their own dashboards, but they have to be given that permission by an existing Admin. To give permissions to a user so that they can create dashboards, you need to edit their existing account. Please refer to How to Add and Edit Users

2. Creating Cards for your Dashboard

Now we have a place where our cards can be stored. But how can we create them? Cards can currently be created on the Impact page, and will be created on whatever you have selected from the Impact page. This includes filters, time ranges, topics, etc. The filter menu might have to be expanded from the button in the top right, in order for you to access it.

Select some filters that you will eventually want to see a card for. In this example, we are going to try and make a card that will show us the data for all of our different countries at a glance. Therefore, we are going to start with the data from Finland.



Now that you've selected the data you want your card to use, click the blue button that says "save as".

Save as

This will bring up the saving a card screen, where you can input more information.

Lumoa offers different card types!
By default you will have the "Card" selected but you can also choose to have a "List" view. The different between the two of these can be seen below:



A "Card" is generally used for saving views that have combinations of filters - such as all data from Germany, in the B2B markets, submitted last week.
The "List" is used to see all values for a specific filter. Common uses are things like Countries, cities, products, etc. Anything that making one card at a time for would take ages.

The rest of the information will be specific to each card, and most of it is self explanatory, such as a name for the card, or what dashboard you want to put the card in, but an extensive description for each topic can be found below:

Title

This should indicate what the card is telling you e.g. NPS Finland.

Dashboard

What Dashboard you want this card to live on. For this Articles example, we want to select the dashboard we made earlier, called "Countries Dashboard".

Date

Your chosen reporting period. Note that the smaller number on Cards will display based on your PREVIOUS date metric. So if you select one week for your card, the smaller number on a card will be the score you had last week.

KPI Metric

This doesn't impact the view on the card, but what you can see on the graph at the top of the Impact page (if you click on the card it will take you here). If you select a 30-day rolling KPI metric then the graph's blue line will show results averaged over a rolling 30 day period (the date selected and the previous 29 days). This gives a view of trends, rather than the day by day perspective shown by the yellow line on the graph. This line can have dramatic peaks and troughs, often dependent on how much customer feedback you receive.

View Settings

Hover over the "i" icon to get an explanation of what these settings mean.

Main Category/Sub Category

Select whether you want top level categories or topics displayed on the card, or whether you want a more granular view using sub categories or second level topics.

Show General Category

Choose whether or not the "General" category is shown on the card.

Impact Bars

Decide whether you want to include all 3 types of responses on the card, a combination of 2 types, or just 1 specific type.

Show Decimal

Choose whether you want your overall score to be a round number, or to include a decimal.

Top Level Filter
This option is only available for List type and it is the filter you are choosing to display using your List.


Saving a Card

Once you have all of the information you want applied, there are two options in the bottom right:

Save: This option will overwrite the card you have on the Impact page with the one you are making.
Save as New: This will create a new card on your selected dashboard, and leave the original card you came to the Impact page with intact.

Tip: If you aren't sure of the card you navigated to the Impact page with, and are worried about which saving option to choose, hit Save as New. You can always manage cards, including removing them, directly from the dashboard.



After you have made all your selections and saved the card, going to the Dashboard will allow you to see it! Repeating this process for each country or region you operate in will allow you see all of them at a glance, and easily track which might be over or underperforming.

2.1 Managing created cards

If you look at the top right of each card you will see 3 dots. Click on these and you can edit cards after they have been saved. You can also duplicate a card. If you want to view the same filter, perhaps over a different date range, you can simply select duplicate and then edit the date on the duplicated card. You can delete cards here as well.



At the top right of the Dashboard you will also see 3 dots. If you click here you can edit the Dashboard and move your cards to organize them so that they are easier to find.



You simply drag and drop the cards using the icon at the top right corner of the card. Remember to save in the bottom left when you have finished!



If you require further assistance, please email help@lumoa.me
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