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!

This guide will walk you through how to create and manage Dashboards.

Creating a Dashboard

To create a Dashboard, follow these steps:

  1. Hover on the plus in the bottom right of the dashboard page.

  2. Select Create Dashboard.


  3. Insert these fields:

Title

Something descriptive so that future users who access this dashboard will immediately know what it's for.

Info text

Some basic information about the dashboard.

Dashboard Icon πŸ• 🐟

You might want to add an emoji based on the dashboard subject.

Private vs Public

Choose whether you want your Dashboard to be private (visible only to you) or public (visible to all users). 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 permission to see whatever data the card points to.

4. Click Save to create the Dashboard.

  • There is also a toggle that asks whether you want to "Show report cards with full info". We recommend having this box selected, though it is not required.

  • Please note that all of this data can be changed at any time later.

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 first dashboard 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 have as many private dashboards as they wish.

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.

Managing Dashboards

Private Dashboards πŸ”’

Private Dashboards are marked with a lock πŸ”’.

Favourite Dashboards 🌟

To mark your favourite Dashboard, click "Add to Favourites" on top of the Dashboard page. Favourite Dashboards are marked with a star 🌟 and appear on the top of the page.

Share Dashboards πŸ‘₯ πŸ”—

This feature allows you to share Private Dashboards with other users within your company. To do so, click on the yellow Share button and copy the link to share your Dashboard. Please note that users who you share Dashboard with, will need to have access to those Cards to view them. Shared Dashboards are marked with a People icon πŸ‘₯.

Editing Dashboards

On the top left-hand side of each Dashboard, there's a : 3 dots button. You can:

  • Move Cards - You can drag and drop the cards using the icon at the top right corner of the card.

  • Edit Dashboard - This allows editing the Dashboard title, info, and icon. You can also move Cards around. Learn more.

  • Delete Dashboard - This allows you to delete Dashboards. Please note that this option is available only if the dashboard has no cards.

  • Refresh Dashboard - This allows you to refresh πŸ” the data on the Dashboard page. Please note that by default, cards update every night with any new data that comes in, but you can also manually update it to see the most recent data within 24 hours.

  • Show goal - This show the goals you've set for your Cards. Learn more.

Please note❗ that only Admin users have access to these features in Public Dashboards. Users can make these changes only in their Private Dashboards. If you need access, ask your company Admin to change your user status.

Click Save to save your changes.

Creating Cards for your Dashboard

Once you've created a Dashboard, you can create your first card.

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