Widgets are your data storytellers.
They transform customer feedback into visually engaging charts and graphs, offering actionable insights at a glance.
You can easily customize your dashboard by resizing and reordering widgets to present data exactly how you need it. Most widgets also let you download data as a CSV file or save the chart as a PDF image for further analysis or reporting.
Widget types
Each widget in your dashboard is designed to showcase data in a way that best suits your analysis needs:
Experimentation is encouraged - Try different widget types with your account's data to discover unique insights each one provides.
Interactive exploration - Click on data points in most widgets to see a detailed breakdown of the responses contributing to that specific metric.
Here's a guide to help you choose the right widget for your needs:
90-day moving average
Purpose - Track satisfaction scores over time.
Insight - Shows a smoothed trend line by averaging data over 90 days, highlighting overall satisfaction trends without daily fluctuations.
Configuration options - Combine multiple datasets for comprehensive trend analysis.
Satisfaction score
Purpose - Display current scores for key metrics like CSAT, NPS, CES, or 5-Star ratings.
Insight - Shows percentage change from previous periods for quick performance evaluation.
Answers summary
Purpose - Summarize answer counts by sentiment for an overall view of customer feelings.
Insight - Highlight changes in sentiment distribution between periods to spot shifts in customer satisfaction.
Answers over time
Purpose - Visualize sentiment trends to spot changes in feedback volume or quality.
Insight - Group by time periods to identify feedback spikes or trends, especially useful for detecting increases in negative feedback.
Responses/response rates over time
Purpose - Track response volume or response rate over time.
Insight - Similar to Answers over time but focuses on total response count for a broader view of engagement.
Configuration options - Choose between tracking responses or response rates based on your analysis goals.
Sentiment distribution
Purpose - Get a visual snapshot of feedback sentiment distribution.
Insight - The donut chart clearly shows proportions of positive, neutral, and negative feedback.
Answer distribution
Purpose - Break down specific choices selected in survey questions.
Insight - Analyze multiple choice, multi-select, and sliding scale questions in detail to see exact response distribution.
Leaderboard
Purpose - Rank team members, customers, or companies based on performance metrics.
Insight - Sort by different criteria for dynamic performance comparisons.
Question completion
Purpose - See completion rates for survey questions.
Insight - Identify drop-off points or questions causing friction to improve your surveys.
Completion summary
Purpose - Get a detailed view of question completion rates, including views, skips, and drop-offs.
Insight - Analyze survey engagement patterns to improve completion rates.
Topic trends
Purpose - See how topics trend over time, based on count or score.
Insight - Quickly spot positive or negative trends across key topics to identify areas needing attention.
Configuration options - Choose between topic count or topic score based on your analysis needs.
Topic frequency
Purpose - View topic frequency within a specific date range.
Insight - Identify patterns in how often specific topics arise to highlight priorities or recurring themes.
Configuration options
Select count view for raw numbers or stacked bar chart for proportional view.
Choose between tracking topics or topic groups based on your analysis goals.
Topic leaderboard
Purpose - Rank topics by count to see most and least mentioned topics.
Insight - Compare positive and negative trends side-by-side for a quick snapshot of successes and issues.
Configuration options - Display either topics or topic groups.
Creating widgets
To create a widget:
Go to the custom dashboard
Click the Add widget button in the top right corner
Choose your desired widget type
Customize the settings
Here's what each setting does:
Name
Labels your widget at the top.
Tip: Use descriptive titles like Monthly CSAT Score - Support Team for easy identification.
Question type
Filters questions to match the selected response scale.
Note: You must select this first before choosing specific questions to ensure accurate calculations.
Question
Determines which data your widget will display.
The dropdown will only contain questions that match the question type selected previously.
Multiple question and survey datasets
Combines data from multiple sources into one widget.
Survey
Specifies which survey(s) to pull data from.
Calculation
Sets how your data is processed mathematically.
CSAT - % Positive / Total ratings
NPS - % Positive - % Negative
Mean - Sum of all ratings / Total ratings
Dataset combination
Controls how multiple datasets appear in your widget.
Use separate lines to compare trends between teams, or combine them for an overall view.
Dimension
Sets the comparison category for Leaderboard widgets.
Team members
Customers
Companies
Feedback type
Determines how Leaderboard data is categorized.
Try using this to: Group by sentiment for a high-level overview or show individual ratings for detailed analysis.
Include/exclude topics
Controls which topics appear in your widget.
Use this to:
Focus your data by excluding irrelevant topics
Highlight specific topics you're monitoring
Topic display limit
Sets the maximum number of topics shown.
Combine with topic filtering to create a focused view of your most important topics.
Date range
Sets the time period for your widget data.
Try using this to: Compare different time periods across widgets to spot trends over time.
Filters
Narrows down data based on specific criteria.
Tip: Filter by customer segments or regions to pinpoint what's driving trends in your data.
Managing widgets in the dashboard
You can easily adjust your dashboard layout:
Reordering widgets
Click and drag any widget to a new location.
All changes are saved automatically.
Resizing widgets
Hover over a widget → Select a width option from the top right corner.
This helps you optimize your dashboard space, giving complex data more room while keeping simple metrics compact.
Options: 1/3, 1/2, 2/3, or full width.
Editing and deleting widgets
Click the three dots menu on any widget → Select Edit or Delete.
Deleted widgets can't be recovered.
The dashboard dynamically saves your layout changes, instantly reflecting them for all viewers.