In the Survicate Dashboards section, you can create custom boards using widgets. The widgets can display data from both your surveys and the Insights Hub. A single dashboard can combine data from multiple surveys, so you don’t have to switch between them or manually merge data using other tools. Dashboards also help you visualize data from Insights Hub, making it easier to analyze and understand your results in one place.
Create a dashboard
To create a dashboard in your workspace, go to Dashboards ➡️ +Create dashboard. Creating more boards is possible in the left-hand panel with the +Add button. A dashboard name can be edited after creation, as shown in the video below:
A dashboard can include multiple widgets with data from your surveys and Insights Hub. Please note that a dashboard is created within a workspace.
📌 You can add data from surveys and Insights Hub from the same workspace the dashboard is in.
You can create multiple dashboards in a single workspace, and one dashboard can include multiple widgets with data from your surveys and your Insights Hub.
What are widgets?
Widgets are customizable elements that you can add to your dashboard. By adding multiple widgets, you can create a comprehensive view of data that interests you or that you want to analyze collectively. For example, you can create a dashboard with widgets focused on feedback about your product or your customer service 🚀
There are three types of widgets you can create:
1. Single survey question widget
With a Single survey question widget, you can add to your Dashboard everything that’s possible in the survey analysis for each survey question, and more. You can add widgets with data from different surveys to one dashboard to make cross-survey analysis more convenient.
2. Combined score widget
With a Combined Score Widget, you can see the score from multiple questions on a single chart. You can add different questions from one survey, or multiple different surveys and combine them in the widget.
3. Insights Hub widget
An Insights Hub Widget is a type of widget you can add to your Dashboard to visualize the data collected in your Insights Hub. It provides a clear and structured way to analyze your Topics and Insights.
An Insights Hub widget can showcase quantitative data about:
Topics;
Insights;
General sentiment of collected feedback;
Feedback that is broken down by any custom attribute that you pass to Survicate.
You can add a widget to a dashboard via the + Add widget button in the upper right corner of your dashboard. Here, you can see how to add an exemplary widget:
💡 See step-by-step instructions on creating Single survey question widgets, Combined score widgets, and Insights Hub widgets below.
Adding widgets
Single Survey Question Widget
1. Go to Dashboards and either open one of your existing dashboards or add a new one with the +Add button
2. In the upper right corner, click +Add widget ➡️ Single Survey Question
3. On the left side of the screen, you can choose what Question from which Survey you want to pull the data from
Supported question types:
Single answer selection;
Multiple answer selection;
Dropdown list;
Smiley scale;
Rating scale;
Net Promoter Score® (NPS);
Matrix;
Ranking answer;
Text answer.
4. Click +Breakdown to add a breakdown to your data. You can break data by Question or Attribute. Data can be broken down by any custom attribute you pass to Survicate or by any answer given to a survey.
5. In the upper right corner, you can change the chart type. Data can be displayed as a bar, column, pie, or line chart to showcase trends over time.
6. Once you're finished customizing the widget and you're happy with how it looks, click the Create widget button in the lower left corner of the screen 🚀
Combined Score Widget
1. Go to Dashboards and either open one of your existing dashboards or add a new one with the +Add button
2. In the upper right corner, click +Add widget ➡️ Combined score
3. Select the question type you want to connect. It's possible to connect Rating, Smiley scale, NPS, Numerical scale, and Classic CSAT.
💡 Please note that Rating relates to a Rating question with Shapes scale type, Numerical scale relates to a Rating question with a Numerical scale, and Classic CSAT relates to a Rating question with Classic CSAT - text buttons.
4. For Rating, the Smiley scale and Numerical scale choose the Number of answers. Number of answers is the scale range that you have in the questions you want to combine. You will only see questions with this scale range in the list.
❗It's not possible to combine different question types or questions with different scales. For example, it's not possible to combine a Smiley scale of three smileys with a Smiley scale of five smileys.
5. Once you've chosen the questions you want to combine, click Combine.
6. Click +Breakdown to add a breakdown to your data. You can break data by Survey name.
7. In the upper right corner, you can change the chart type. Data can be displayed as a bar, column, pie, gauge, or line chart to showcase trends over time.
8. Once you're finished customizing the widget and you're happy with how it looks, click the Create widget button in the lower left corner of the screen 🚀
Insights Hub Widget
1. Go to Dashboards and either open one of your existing dashboards or add a new one with the +Add button
2. In the upper right corner, click +Add widget ➡️ Insights Hub
3. On the left side of the screen, you can choose what data you want to show in your widget. You can choose All feedback or a specific Topic.
📌 If you don't see a topic in the dropdown list, start writing its name in the search bar, and it will appear.
4. Click +Breakdown to add a breakdown to your data. You can break data by Sentiment, Insights, or Attribute. Data can be broken down into a maximum of two layers. For example, you can break customer feedback by topics and then by sentiment or insights. But it's not possible to break down by topics, then insights, then sentiment.
5. In the upper right corner, you can change the chart type. Data can be displayed as a bar, column, or pie chart to showcase the distribution of feedback or as a line chart to showcase distribution over time.
6. Once you're finished customizing the widget and you're happy with how it looks, click the Create widget button in the lower left corner of the screen 🚀
Managing widgets on a Dashboard
Created widgets can be resized and moved with drag and drop.
Additionally, you can duplicate, delete, edit, rename, and download existing widgets by clicking the three dots in the right-upper corner of each widget:
You can also download a chart from a specific widget in PDF or PNG:
📞 If you have any questions or need help creating or managing your dashboards, feel free to contact our team at support@survicate.com or strike up a chat conversation!
Net Promoter, NPS, and the NPS - related emoticons are registered U.S. trademarks, and Net Promoter Score and Net Promoter System are service marks, of Bain & Company, Inc., Satmetrix Systems, Inc. and Fred Reichheld.