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Dashboard Overview

The dashboard overview page gives you a glimpse into the features available under the Dashboard section. The dashboard lets you…

Step 1: Creating a Dashboard

The first step of creating an intuitive dashboard is by going to your Dashboard home page and adding a new…

Step 2: Adding Data Source

The source is the base data you acquire from the survey to make your dashboard. You can use multiple sources…

Step 3: Planning Your Dashboard

Dashboards put data sources into charts, tables, and other visualizations called widgets. These widgets can be organized onto pages of…

Step 4: Creating A Widget

You can add a widget in your Dashboard from Survey2Connect’s collection of 13 widget types. The widgets let you present…

Step 5: Customizing Your Dashboard

Till now, we’ve covered how to set up your dashboard data, learned to design our dashboards for the people who…

Step 6: Sharing & Restriction

Once you have customized the design, it is time to publish your Dashboard and share it with your team. You…

Source Overview

Source Data overview page gives you a brief of every feature available under the source page. You can access the…

Recode

When you add answer choices to any question, it is assigned a code. These values can be used to perform…

Change Label

Change Label feature in the source section allows you to change the labels for each of the individual fields/answer choices.…

Source Data View For Questions

Matrix questions allow you to collect responses across multiple parameters compiled in a single question. However, it can be a…

Widgets Overview

Widgets overview page covers all the widget types available to users under the Dashboard creation section. The widgets help you…

Bar Chart Widget

A bar chart is used to presents categorical data with rectangular bars with heights or lengths proportional to the values…

Pie Chart Widget

Pie Chart is a circular statistical graphic. It is divided into slices to show the numerical proportion of all the…

Donut Chart

The donut chart is a circular statistical graphic, similar to the pie chart. It is divided into slices to show…

Line Graph

A line graph is a type of chart used to show information that changes over time. It uses a linear…

Area Graph

An area graph is a type of chart used to show information that changes over time. Area Graph is based…

Gauge Chart

The gauge chart is similar to Pie Chart and Donut Chart. It uses a needle to indicate the data point.…

NPS Chart

NPS Chart is used to create a widget based on your NPS question in the survey. NPS chart widget arranges…

Data Trends

Data Trends widget is used to show the data trend in your survey result. Data trends track the collective data…

Simple Table

The simple table widget allows you to create a table as a widget. You can customize the table to create…

Response Table

Response Table widget is used to show the survey response for a particular question/ combination variable. This widget is used…

Images

Image widget is used to upload an image to your dashboard. This is used to customize your widget as per…

Rich Text

Rich Text widget is used to create a document file in your dashboard. Using this option, you can create a…

Wordcloud

Wordcloud helps you perform the sentiment analysis on your survey data. With this, you can select a question/ combined variables/…

CSAT

CSAT widget tells you about the customer satisfaction levels. This widget uses the data from your rating questions or graphical…

Multi CSAT

The CSAT widget tells you about the customer satisfaction levels. With the help of the Multi CSAT widget, you can…

Filters Overview

Dashboard filters are a way for you to sort your data as per your need. These filters control the data…

Metric Filters

You can add filters in values i.e. Metric Filters. You have the option to add filters while adding values in…

Widget Filters

Widget filters are used to enable a filter on a particular widget. When you enable it, you get only the…

Page Filters

Page Filters allows you to apply a common filter for the entire page of the Dashboard. Just like Widget Filter…

Comments

Comments function in Dashboard is a way for you and your team to interact with each other and give feedback…

Exporting File

You have the ability to export the dashboard in one of three available formats — Excel, PDF, and PPT. This…

Theme Features and Creating & Deleting A Theme

Dashboard themes allow you to customize your dashboard design as per your need. This feature is useful when you want…

Languages

The languages option in the Dashboard allows you to add multiple languages to your dashboard. Survey2Connect offers you a chance…

Share

The share feature in the dashboard allows admin to share the dashboard with their users or groups. Sharing feature also…

Manage Restriction

The manage restriction section is part of sharing feature of the dashboard. Using the Manage restriction option, you can put…

Break By

Break by feature allows you to break your singular data into multiple sets. When you select a metric via Select…

Nested By

Once you have applied Break By on a Metric Data, you can perform further classification of the data using Nested…

Add Second Survey in Source

With Survey2Connect’s Dashboard, you can combine two or more surveys in the Source to create a dashboard based on the…

Group Variable

You add variables in your source while creating the dashboard and all the data you import in the source is…

Combined Variable

When you merge two surveys in the Source, you also enable the option to create Combined Variable. Combined Variable consists…

Filter Piping in Widget Heading

Users can now use the piping feature in the widget heading. This feature comes in handy when the user wants…

Time Range Filter

The Time Range filter option lets you filter your data on the basis of the time range. When applying the…

View Mode Features For Wordcloud

Wordcloud widget detects sentiment words to depict the sentiments you customers have for you. This is useful if you wish…

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