DIY Dashboard

Overview

The DIY Dashboard allows users to create customized dashboards by adding reports and widgets from surveys into a single consolidated view. Instead of managing multiple reports, screenshots, or presentations separately, users can monitor all important survey insights from one dashboard.

The dashboard updates dynamically as new responses are collected, helping teams track feedback in real time and share insights easily with stakeholders.

When to use it:
Use the DIY Dashboard when you want to centralize survey insights, monitor performance in real time, or create shareable reporting views for teams and stakeholders.

Combine trend widgets with score widgets to create a more balanced dashboard view showing both performance and movement over time.

Key Use Cases

• Create centralized survey reporting dashboards
• Monitor feedback and metrics in real time
• Combine multiple survey insights into one view
• Track trends, scores, and response patterns
• Share dashboard insights with stakeholders

How to Use DIY Dashboard

How to Access DIY Dashboard

1. Log in to your account
2. Click Dashboards from the top navigation panel

If no widgets have been added, the dashboard displays a “No report yet” message prompting users to start building the dashboard.

Add Reports to Dashboard

After clicking Add Reports, a side panel opens where users can choose the type of report to add.

Available report sources include:

• Surveys
• Tickets

Select a Survey

Once Surveys is selected, users can choose which survey they want to visualize on the dashboard.

Users can:

• Search surveys
• Scroll through available surveys
• Select the survey to analyze

Select Widgets

The dashboard supports different types of widgets and charts depending on the survey question types.

Common widget categories include:

Trend Widgets

• Response Trend
• Rating Trend

Score Widgets

• NPS Score
• Average Score
• Top Box
• Top 2 Box
• Bottom Box
• Bottom 2 Box

Scale Widgets

• NPS Scale

• NPS questions display NPS-related widgets
• Rating questions display Average Score or Top Box widgets
• Multiple-choice questions generate charts such as bar charts or pie charts

Add Widgets to Dashboard

After selecting a widget:

1. Click the desired widget
2. Click Add to Dashboard

The widget immediately appears on the dashboard, and a confirmation message indicates the report has been added successfully.

View Dashboard Insights

Once widgets are added, the dashboard displays all selected charts and reports together in a single consolidated view.

Common dashboard widgets include:

• NPS Score gauges
• Satisfaction bar charts
• Pie charts for response distribution
• Trend charts for response patterns
• Sentiment summaries

Edit or Remove Widgets

Each widget contains a menu with additional management options.

Users can:

• Open Widget Settings
• Customize widget visualization
• Delete widgets from the dashboard

This allows dashboards to be adjusted and reorganized as reporting needs change.

Apply Filters

Dashboard data can be filtered to analyze responses for specific time periods.

Available filter options include:

• Custom Range
• Today
• Yesterday
• Last 7 Days
• Last 30 Days
• Last 90 Days
• All Time

Additional filters may also be available depending on the survey data.

Once filters are applied, all widgets automatically update based on the selected criteria.

Filters apply across the dashboard and update all widgets simultaneously.