{"id":74751,"date":"2019-08-06T03:31:54","date_gmt":"2019-08-06T10:31:54","guid":{"rendered":"https:\/\/www.questionpro.com\/blog\/?p=74751"},"modified":"2024-08-12T01:11:22","modified_gmt":"2024-08-12T08:11:22","slug":"cx-dashboard-features-customizable-widget-and-tracker","status":"publish","type":"post","link":"https:\/\/www.questionpro.com\/blog\/cx-dashboard-features-customizable-widget-and-tracker\/","title":{"rendered":"CX dashboard 2.0 features customizable widget configurations and monthly tracker"},"content":{"rendered":"\n<p>When analyzing CX data, it helps to change how you want to display your results in an easy manner. We reached out to our customers and asked them what we could do to improve their experience of the dashboard in order to continue to be successful on our CX platform.<\/p>\n\n\n\n<p>Our CX customers most wanted list:<\/p>\n\n\n\n<ul>\n<li>A way to drill down and analyze the dashboard results based on specific questions and profile variables.<\/li>\n\n\n\n<li>The ability to custom label and use charts their organization is most accustomed to.<\/li>\n\n\n\n<li>Track changes in responses each month and do month to month comparison.<\/li>\n<\/ul>\n\n\n\n<p>Their wish is our command! Now you can do all that and more with CX\u2019s dashboard 2.0.<\/p>\n\n\n\n<p><b>Three new widget features worth knowing about on <a href=\"https:\/\/www.questionpro.com\/cx\/analytics\/dashboards.html\">CX dashboard<\/a> 2.0<\/b><\/p>\n\n\n\n<ul>\n<li><b>Customizable widget filters <\/b>-Users can now filter the data on all of the widgets displayed in the online dashboard in one go. Access global custom variables (customer profile information), and segment and filter the results based on specific questions from the CX survey. This means less time setting up filters for every single widget on the dashboard, and more time analyzing all of the results.<\/li>\n\n\n\n<li><b>Customizable chart types and labels &#8211; <\/b>Change the chart types (donut, line, bar, columns, etc.) and choose to show\/hide widget labels (x-axis, y-axis, chart-labels, gridlines, etc.).<\/li>\n\n\n\n<li><b>Monthly tracker widget<\/b> &#8211; Users interested in viewing distribution trends of percentage\/responses over specific month range will be able to see the trend of responses received for multi-select\/single-select questions. User can select a monthly range to review trending data &nbsp; and will have the option to select\/deselect answer options from the chart.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><b>How to set up customizable filters by c<\/b><b>ustom variables and questions<\/b><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Setup custom variable filter<\/h3>\n\n\n\n<ul>\n<li>Login to the CX project and go to Admin&gt;&gt;Mapping<\/li>\n\n\n\n<li>To the far right of custom variable mapping, click the \u2018+add\u2019 button<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/www.questionpro.com\/blog\/cx-dashboard-features-customizable-widget-and-tracker\/custom-var-mapping\/\" rel=\"attachment wp-att-75457\"><img loading=\"lazy\" decoding=\"async\" width=\"1510\" height=\"900\" src=\"https:\/\/www.questionpro.com\/blog\/wp-content\/uploads\/2019\/08\/custom-var-mapping.png\" alt=\"custom variable filter\" class=\"wp-image-75457\"\/><\/a><\/figure>\n\n\n\n<ul>\n<li>Add custom variable number and select the variable type as \u2018categorical\u2019 for text values<\/li>\n\n\n\n<li>Add a display name and mention the values of the custom variable by selecting one per line<\/li>\n\n\n\n<li>Add code name to reference the variable used (optional)<\/li>\n\n\n\n<li>Enable the toggle to use as a filter in the dashboard<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/www.questionpro.com\/blog\/cx-dashboard-features-customizable-widget-and-tracker\/custom-var-mapping2\/\" rel=\"attachment wp-att-75473\"><img loading=\"lazy\" decoding=\"async\" width=\"1510\" height=\"900\" src=\"https:\/\/www.questionpro.com\/blog\/wp-content\/uploads\/2019\/08\/custom-var-mapping2.png\" alt=\"custom-var-mapping\" class=\"wp-image-75473\"\/><\/a><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Setup Question filter<\/h3>\n\n\n\n<ul>\n<li>Login to the CX project and go to Admin &gt;&gt; Mapping<\/li>\n\n\n\n<li>To the right of Question Mapping, click the \u2018Update\u2019 button<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/www.questionpro.com\/blog\/cx-dashboard-features-customizable-widget-and-tracker\/custom-var-mapping3\/\" rel=\"attachment wp-att-75466\"><img loading=\"lazy\" decoding=\"async\" width=\"1510\" height=\"900\" src=\"https:\/\/www.questionpro.com\/blog\/wp-content\/uploads\/2019\/08\/custom-var-mapping3.png\" alt=\"custom-var-mapping3\" class=\"wp-image-75466\"\/><\/a><\/figure>\n\n\n\n<ul>\n<li>Select the questions to be added as filters<\/li>\n\n\n\n<li>Add the text for the filters as the entire question can\u2019t be displayed on a filter<\/li>\n\n\n\n<li>Click \u2018save\u2019<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/www.questionpro.com\/blog\/cx-dashboard-features-customizable-widget-and-tracker\/question-mapping\/\" rel=\"attachment wp-att-75494\"><img loading=\"lazy\" decoding=\"async\" width=\"1510\" height=\"900\" src=\"https:\/\/www.questionpro.com\/blog\/wp-content\/uploads\/2019\/08\/question-mapping.png\" alt=\"question-mapping\" class=\"wp-image-75494\"\/><\/a><\/figure>\n\n\n\n<p>To filter the entire dashboard with the mapped question and product segment variables, go to:<\/p>\n\n\n\n<ul>\n<li>Admin &gt;&gt; Overall dashboard<\/li>\n\n\n\n<li>Select the custom variable options, product type, and question you wish to filter the data by and click \u2018Apply\u2019 to display in the dashboard.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/www.questionpro.com\/blog\/cx-dashboard-features-customizable-widget-and-tracker\/filter-2\/\" rel=\"attachment wp-att-75501\"><img loading=\"lazy\" decoding=\"async\" width=\"1510\" height=\"900\" src=\"https:\/\/www.questionpro.com\/blog\/wp-content\/uploads\/2019\/08\/filter.png\" alt=\"filter\" class=\"wp-image-75501\"\/><\/a><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><b>How to customize chart types and labels on the dashboard<\/b><\/h2>\n\n\n\n<ul>\n<li>Go to \u2018Edit Dashboard\u2019 to edit widgets.<\/li>\n\n\n\n<li>Click on the pencil icon to edit any widget within the dashboard.<\/li>\n<\/ul>\n\n\n\n<p>A setting menu will appear on the overlay with the edit option on the right panel.<\/p>\n\n\n\n<p>Settings that can be edited:<\/p>\n\n\n\n<ul>\n<li>Title<\/li>\n\n\n\n<li>Description (will show up on hovering \u2018i\u2019 icon)<\/li>\n\n\n\n<li>Show Response count.<\/li>\n\n\n\n<li>Chart type &#8211; NPS, Donut chart\/Line, bar, etc.<\/li>\n\n\n\n<li>Show\/hide tooltip<\/li>\n\n\n\n<li>Drilldown options: View details or do nothing<\/li>\n\n\n\n<li>After setting have been selected, click save to display updated widget<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><a href=\"https:\/\/www.questionpro.com\/blog\/cx-dashboard-features-customizable-widget-and-tracker\/edit-widget\/\" rel=\"attachment wp-att-75508\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-75508\" src=\"https:\/\/www.questionpro.com\/blog\/wp-content\/uploads\/2019\/08\/edit-widget.png\" alt=\"edit-widget\" width=\"1920\" height=\"937\"><\/a><\/h2>\n\n\n\n<h2 class=\"wp-block-heading\"><b>How to set up the monthly tracker widget<\/b><\/h2>\n\n\n\n<p>Go to Admin &gt;&gt; Monthly tracker&gt;&gt; + add new widget<\/p>\n\n\n\n<p>Select \u2018Survey\u201d &gt;&gt; chose survey as the monthly tracker is a survey level widget<\/p>\n\n\n\n<p>Add widget name<\/p>\n\n\n\n<p>Select the monthly tracker thumbnail from charts displayed &gt;&gt; click \u2018Next\u2019<\/p>\n\n\n\n<p>To create the trend, select the question to be tracked and the # number of months to track<\/p>\n\n\n\n<p>Apply a widget level filter (optional) and click \u2018Save\u2019 to display.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/www.questionpro.com\/blog\/cx-dashboard-features-customizable-widget-and-tracker\/add-monthly-tracker1\/\" rel=\"attachment wp-att-75487\"><img loading=\"lazy\" decoding=\"async\" width=\"1510\" height=\"900\" src=\"https:\/\/www.questionpro.com\/blog\/wp-content\/uploads\/2019\/08\/add-monthly-tracker1.png\" alt=\"add-monthly-tracker1\" class=\"wp-image-75487\"\/><\/a><\/figure>\n\n\n\n<p><b>Analyzing the monthly tracker<\/b><\/p>\n\n\n\n<ul>\n<li>The X-axis represents responses per answer option by default. You can change it to a percentage from the edit settings<\/li>\n\n\n\n<li>Y-axis represents months. Default is the current month and two months before the current month as mentioned while setting up.<\/li>\n\n\n\n<li>Each stack in a bar represents an answer option as mentioned below the chart. The number of responses is displayed on the bar for each answer option.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/www.questionpro.com\/blog\/cx-dashboard-features-customizable-widget-and-tracker\/add-monthly-tracker2\/\" rel=\"attachment wp-att-75480\"><img loading=\"lazy\" decoding=\"async\" width=\"1510\" height=\"900\" src=\"https:\/\/www.questionpro.com\/blog\/wp-content\/uploads\/2019\/08\/add-monthly-tracker2.png\" alt=\"add-monthly-tracker2\" class=\"wp-image-75480\"\/><\/a><\/figure>\n\n\n\n<p>To learn more about these exciting customizable widget options, <a href=\"https:\/\/www.questionpro.com\/cx\/\">contact us today<\/a> and we can walk you through a live tour of CX dashboard 2.0.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>When analyzing CX data, it helps to change how you want to display your results in an easy manner. We [&hellip;]<\/p>\n","protected":false},"author":93,"featured_media":74922,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_genesis_hide_title":false,"_genesis_hide_breadcrumbs":false,"_genesis_hide_singular_image":false,"_genesis_hide_footer_widgets":false,"_genesis_custom_body_class":"","_genesis_custom_post_class":"","_genesis_layout":"","footnotes":""},"categories":[170,6],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>CX dashboard 2.0 features customizable widget configurations and monthly tracker | QuestionPro<\/title>\n<meta name=\"description\" content=\"Customize widget filters, charts &amp; labels with the new QuestionPro CX dashboard 2.0. Also view distribution trend of survey responses with monthly tracker.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.questionpro.com\/cx\/analyitcs\/dashboards.html\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"CX dashboard 2.0 features customizable widget configurations and monthly tracker | QuestionPro\" \/>\n<meta property=\"og:description\" content=\"Customize widget filters, charts &amp; labels with the new QuestionPro CX dashboard 2.0. Also view distribution trend of survey responses with monthly tracker.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.questionpro.com\/cx\/analyitcs\/dashboards.html\" \/>\n<meta property=\"og:site_name\" content=\"QuestionPro\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/questionpro\" \/>\n<meta property=\"article:published_time\" content=\"2019-08-06T10:31:54+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-08-12T08:11:22+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.questionpro.com\/blog\/wp-content\/uploads\/2019\/08\/CX-dashboard-2.0-blog_1.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"992\" \/>\n\t<meta property=\"og:image:height\" content=\"594\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Vivek Bhaskaran\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@questionpro\" \/>\n<meta name=\"twitter:site\" content=\"@questionpro\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Vivek Bhaskaran\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.questionpro.com\/cx\/analyitcs\/dashboards.html#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.questionpro.com\/blog\/cx-dashboard-features-customizable-widget-and-tracker\/\"},\"author\":{\"name\":\"Vivek Bhaskaran\",\"@id\":\"https:\/\/www.questionpro.com\/blog\/#\/schema\/person\/390ab9de2ef0555603e5730348b70448\"},\"headline\":\"CX dashboard 2.0 features customizable widget configurations and monthly tracker\",\"datePublished\":\"2019-08-06T10:31:54+00:00\",\"dateModified\":\"2024-08-12T08:11:22+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.questionpro.com\/blog\/cx-dashboard-features-customizable-widget-and-tracker\/\"},\"wordCount\":734,\"publisher\":{\"@id\":\"https:\/\/www.questionpro.com\/blog\/#organization\"},\"articleSection\":[\"CX\",\"QuestionPro Products\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.questionpro.com\/blog\/cx-dashboard-features-customizable-widget-and-tracker\/\",\"url\":\"https:\/\/www.questionpro.com\/cx\/analyitcs\/dashboards.html\",\"name\":\"CX dashboard 2.0 features customizable widget configurations and monthly tracker | QuestionPro\",\"isPartOf\":{\"@id\":\"https:\/\/www.questionpro.com\/blog\/#website\"},\"datePublished\":\"2019-08-06T10:31:54+00:00\",\"dateModified\":\"2024-08-12T08:11:22+00:00\",\"description\":\"Customize widget filters, charts & labels with the new QuestionPro CX dashboard 2.0. 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