Experimentation is encouraged - We invite you to explore the different widget types with your account's data. Discover the unique insights each one can provide.

Interactivity - Dive deeper into your data with interactive charts and numbers. Clicking on a data point in most widgets reveals a drilldown modal, showing detailed responses that contribute to that specific metric.

Purpose - Ideal for tracking satisfaction scores over time.

Insight - Offers a smoothed trend line, averaging data over 90 days to highlight overall satisfaction trends without daily volatility.

Configuration Options - Mix and match datasets for comprehensive trend analysis.

Purpose - Instantly showcases the current score for key metrics like CSAT, NPS, CES, or a 5-Star rating.

Insight - Includes a percentage change from the previous period, providing a quick glance at how scores are evolving.

Purpose - Summarizes answer counts by sentiment, making it simple to gauge overall customer feeling.

Insight - Shows changes in sentiment distribution over selected periods, highlighting shifts in customer satisfaction or concerns.

Purpose - Visualizes sentiment trends, making it easy to spot changes in customer feedback volume or quality.

Insight - Group data by time for a clear view of feedback spikes or trends, especially useful for identifying periods of increased negative feedback.

Purpose - Tracks the volume of responses received over time.

Insight - Similar to Ratings over time but focuses on the total response count, offering a broader view of engagement levels.

Purpose - Offers a visual snapshot of feedback sentiment distribution.

Insight - The donut chart format easily distinguishes between positive, neutral, and negative feedback proportions.

Purpose - Breaks down the specific choices selected in survey questions.

Insight - Useful for detailed analysis of choice-based questions, highlighting the exact distribution of responses.

Purpose - Ranks data points (like team members, customers, or companies) based on their performance metrics.

Insight - Sortable columns allow for dynamic ranking based on various criteria, providing a competitive insight into performance.

Purpose - Visualizes the completion rate of survey questions.

Insight - Identifies potential drop-off points or questions causing friction, aiding in survey optimization.

Purpose - Offers an extended view of question completion rates, including views, skips, and drop-offs.

Insight - Delivers a granular look at survey engagement, guiding improvements for higher completion rates.

Purpose - Assigns a label to your widget, visible at the top.

Tip - Use clear, descriptive titles. Consider including the metric type (e.g., "Monthly CSAT Score") and the data range or specific teams it covers to ensure immediate understanding at a glance.

Purpose - Filters the questions to those that match the selected response scale, ensuring data consistency.

Requirement - You must select a question type before choosing specific questions. This step is crucial for maintaining comparability and accuracy in your widget's data and calculations.

Purpose - The backbone of your widget, determining which data it will display.

Tip - After selecting a question type, choose questions that align with your dashboard's goal. For multiple datasets, ensure they serve the narrative you're aiming to convey with your dashboard.

Purpose - Allows you to combine data from multiple questions or surveys into one widget.

Availability - Exclusive to users on the Pro plan or higher.

Tip - Leverage this feature to create composite views of related data points. For instance, comparing CSAT scores across different teams or time periods in a single widget enhances comparative analysis.

Purpose - Specifies the survey(s) from which to draw data for the widget.

Tip - Use this for widgets that require a holistic view of survey responses rather than individual question analysis. This is particularly useful for widgets aimed at understanding overall survey engagement and completion.

Purpose - Determines the mathematical operation applied to the data.

Options - Choose from CSAT (% Positive / Total ratings), NPS (% Positive - % Negative), or Mean (Sum of all ratings / Total ratings).

Tip - Simplesat automatically suggests the most relevant calculation based on your question type. However, consider the context of your data when deciding whether to adjust this setting.

Purpose - Decides how multiple datasets are displayed within the widget, particularly relevant for the 90-day moving average chart.

Tip - Use separate lines to compare trends over time between different data sets or combine them to view overall trends.

Purpose - Sets the primary category for Leaderboard widgets, determining the basis for comparison.

Options - Team members, Customers, or Companies.

Tip - Choose a dimension that aligns with the widget's objective. For instance, to evaluate customer service performance, Team members would be the appropriate dimension.

Purpose - Defines how data is categorized within Leaderboard widgets.

Tip - Use sentiment grouping for a high-level overview of performance or individual ratings for detailed analysis.

Purpose - Sets the time period for the data displayed in the widget.

Tip - Align the date range with the specific analysis goals of your widget. Using different date ranges across widgets can offer insights into temporal trends or allow for period comparisons within the same dashboard.

Purpose - Applies specific criteria to narrow down the data displayed in the widget.

Tip - Utilize filters to segment your data further, such as focusing on specific customer segments or geographic regions. This can be especially useful for pinpointing the drivers behind trends or variations in your data.

How - Simply click and drag any widget to move it to a new location on your dashboard.

Why - Adjust the order of widgets to prioritize the most important data at the top or to group related information together for easier comparison.

Impact - Changes are instantly reflected and saved, ensuring that your preferred layout is preserved.

How - Hover over a widget to reveal resizing controls in the top right corner. Select the desired width option to adjust the widget's size on the dashboard.

Why - Resizing allows you to optimize the dashboard space, making sure that each widget has enough room to display its data clearly. Larger widgets can be used for more complex data visualizations, while smaller widgets are perfect for concise metrics.

Options - Width adjustments include options for 1/3, 1/2, 2/3, and full width, providing flexibility in how you display each widget.

How - Each widget has a menu accessible via the three vertical dots icon. From this menu, you can choose to edit the widget's settings or delete it from your dashboard.

Why - This functionality allows you to fine-tune the information displayed or remove widgets that are no longer relevant to your dashboard's objective.

Considerations - Before deleting a widget, ensure that its data won't be needed for future analysis. Deleted widgets cannot be recovered, but you can always create a new one if necessary.