A custom dashboard is a page of widgets you build yourself: pick the numbers your team watches, filter the whole page at once, and set it as the screen you land on when you sign in. One widget can read the same question from several surveys, which is how you get a single CSAT score for your whole workspace, or one chart with a line per survey. Custom dashboards are available on all plans.

Only Owners and Admins can create a dashboard.

A new dashboard starts empty, with the date range on the last 90 days. You can change any of it later in Dashboard settings, in the ellipsis menu at the dashboard's top right.

Each dashboard carries its own access setting, in Dashboard settings beside the name.

Owners and Admins can open every custom dashboard, whichever setting it's on.

The limit is how many dashboards you can hold at once, and New dashboard dims once you reach it. Archiving one releases its slot, and an archived dashboard keeps its widgets until you restore it.

Each type produces one shape of result.

Leaderboard has settings of its own. Dimension ranks team members, customers or companies, and Feedback type fills the columns with sentiment counts or with the exact ratings people gave.

For a moving average's figures as columns instead of a line, add an Answers over time widget and give it the same questions.

Each widget type asks for the data it needs.

You get a live Preview while you set a widget up. It uses the widget's own settings alone, which means a filter already saved on the dashboard will change the figures once the widget lands on the page.

Question type narrows a widget to one kind of question, and every question in it has to be the same kind. Every widget that asks offers the three rating scales: CSAT, 5-Star, or multiple choice, NPS or sliding scale and CES. Widgets that chart how answers are distributed add Multiple choice (non rating scale) and Multi-select, and Answers over time adds Comment and File upload on top of those.

Choosing one fills the Question list with every question of that kind, each labeled with its survey. Changing the question type clears any questions you've already picked.

Calculation decides what a score widget's number means. CSAT is the share of responses that were positive, NPS is the share positive minus the share negative, and Mean is the average rating.

Click Add question in the Customize form to add another question row. Each row takes one question from any survey in your workspace and gets its own color in the chart.

A widget with several questions pools them into one figure by default, which is how a single score covers the same question asked in several surveys. On the 90-day moving average widget, each question is a dataset, and you choose how they're drawn:

A dashboard's date range and filters apply to every widget on it.

You can filter on the survey, on the people involved (team member, customer, company, collaborator), on what the feedback says (sentiment, topic, tag), and on how it arrived (source, language, email event, ticket ID, IP address). Custom fields your workspace collects on customers or on tickets are filterable too.

Pick a date preset, or set your own start and end dates. Currently, a dashboard has no All time preset, so to cover everything you've collected, pick a start date early enough to reach it.

A single widget can use its own dates and filters, under Custom dates and filters in the Customize form. Date range there offers Inherit dashboard settings, which is where every widget starts, or Override date for this widget.

Both sets of filters apply together rather than replacing each other, which is why a dashboard filtered to one survey with a widget filtered to a different one shows nothing.

Answers over time and Responses over time add a grouping dropdown to the widget's own toolbar, with Day, Week, Month and Quarter. Each chart starts on the finest grouping its date range allows: Day drops out on ranges longer than about three months, and Week on multi-year ranges.

Drag a widget by its handle to move it. The buttons in its toolbar set the width to a third, a half, two thirds or the full page, which lets a headline score sit narrow beside a wide chart.

Hover a widget and open the ellipsis at its top right for Edit widget. It reopens the same setup form, with Update widget to save.

Click a column, a pie segment, a leaderboard row or a score figure and Answers drilldown opens with the responses behind it.

The drilldown lists Date, Customer and Answer. The date and the answer itself open the individual response. The Customer column shows the person's name and their company: the name opens their customer record, and the company opens your customers filtered to that company.

Opening the drilldown needs permission to view feedback.

Open a widget's ellipsis menu and choose Download CSV for its figures or Download PNG for a picture of the chart. Both arrive as a browser download and cover exactly what the widget shows, with its dates and filters applied.

Both options appear on every chart and table widget. A Satisfaction score widget shows a single figure, so its menu offers editing and deleting only.

Change a filter or the date range and Save filters appears at the right of the filter bar. Click it, then Update filters, and the dashboard opens on those settings for everyone who has access to it.

Each dashboard holds one saved set of filters. A second configuration of the same widgets means a second dashboard.

Starring a dashboard adds it to a Favorites group at the top of the Dashboards sidebar.

To land on a dashboard whenever you sign in, open it, click the ellipsis at its top right and choose Set as home. Both settings are yours alone: everyone in your workspace picks their own favorites and their own home screen.

Open the dashboard, click the ellipsis at its top right and choose Archive dashboard. The dashboard leaves the sidebar for everyone, keeps its widgets, and releases its slot against your plan's limit.

To bring one back, hover Custom dashboards in the sidebar, click the ellipsis beside the heading and choose View archived dashboards. Each row offers Restore and Delete.

Restoring needs a free slot. At your plan's limit, archive another dashboard before you restore this one.

New dashboard is dimmed when your workspace already holds as many dashboards as the plan allows, and hovering it names the limit. Archive a dashboard you no longer need, or move to a plan with a higher one.

Creating a dashboard is also limited to Owners and Admins.

Check the dashboard's date range first. It applies to every widget that has no dates of its own.

Then open the widget and look at Custom dates and filters. A widget's filters apply on top of the dashboard's, so a widget filtered to one survey sitting on a dashboard filtered to another matches nothing.

Last, confirm the questions in the widget collected responses in that period. A widget reading a survey that has stopped collecting draws an empty chart for any range after it stopped.

Each widget uses one rating scale, set by Question type. Add a second widget for the other scale and set both to half width to sit them side by side.

Day and Week drop out of the grouping list on long date ranges. Narrow the dashboard's dates, or the widget's own dates, and the finer options come back.

Compare the date ranges first. A custom dashboard opens on the last 90 days, and a widget can be set to a period of its own.

Then compare the filters, including the widget's own, and the questions the widget reads. A widget pooling several questions reports one figure across all of them.

Hover Custom dashboards in the sidebar, click the ellipsis beside the heading and open View archived dashboards. Removing a dashboard archives it, and a lapsed subscription archives every custom dashboard in the workspace. Restore brings one back.

Access is the other place to look. A dashboard is visible to the people its access setting names, plus every Owner and Admin.

Archive dashboards until you're within the new plan's number, then run the plan change again. Archived dashboards keep their widgets and restore later.

Currently, no. Create a second dashboard and add the widgets you want to it.

Yes. Archiving one lets you create another, and you can restore it whenever you're back under your plan's number.

All plans.

Yes. Add a question from each survey to the same widget. The figures pool into one number, and on a 90-day moving average widget you can draw them as separate lines instead.

Yes. Set the dashboard's date range to that month and every widget that inherits the dashboard's dates follows. To put one widget on a different period, open it and choose Override date for this widget.

Use an Answers over time widget grouped by month and hover the column you want. For a figure covering a fixed period, a Satisfaction score widget with Override date for this widget set to that period gives it on the page.

The 90-day moving average line always shows a trailing average, so it'll read differently from a single month.

On a custom dashboard it's the Answers over time widget, which draws a column per period from the questions you give it.

Click the point on the chart to open Answers drilldown, click the date to open the response, and use the ticket link on the response to open the conversation in your helpdesk.

Currently, no. Dashboards open inside Simplesat, behind a sign-in. To show results on a page of your own, use a feedback widget, which is a separate embeddable component that shows a score or a set of published testimonials on your website.

Currently, no. Schedules run from saved Report views and saved Feedback views. From a dashboard, Download CSV and Download PNG give you a widget's contents whenever you need them.

Currently, no. Download PNG on each widget gives you the charts as images, and a PDF of one survey's results comes from that survey's own dashboard.

No, but a custom dashboard is where you set your own layout: add the widgets you want, filter them how you want, and set it as your home screen.