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Enhanced Omnichannel Dashboards

Learn how enhanced dashboards combine survey, chat, and voice data into unified views with topic filtering, widget linking, and interactive drilling.

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About this course

Course Summary:

This course explains how omnichannel dashboards bring together data from surveys, calls, chats, and reviews into a single reporting view. You'll learn about new capabilities like multi-dataset dashboards, widget-to-widget filtering, and the Interaction Viewer. By the end, you'll understand how data is prepared and how to plan your omnichannel reporting strategy with your Qualtrics team.

Learning Objective:
Understand how to design a CX dashboard that combines survey, chat, and voice data to surface unified omnichannel insights.

Best For: CX program managers, dashboard designers, and analysts building cross-channel reporting views

Recommended Prerequisites: It is recommended that you have experience building CX dashboards in Qualtrics and familiarity with basic dashboard widgets and filters.



Curriculum

  • Overview of Omnichannel Dashboards
  • What is an omnichannel dashboard?
  • Building an Omnichannel Dashboard
  • Best Practices for Building an Omnichannel Dashboard
  • How to Prepare a Dataset with Data Modeler
  • How to Build an Omnichannel Dashboard
  • Summary, Next Steps, and Resources
  • Summary, Next Steps, and Resources

About this course

Course Summary:

This course explains how omnichannel dashboards bring together data from surveys, calls, chats, and reviews into a single reporting view. You'll learn about new capabilities like multi-dataset dashboards, widget-to-widget filtering, and the Interaction Viewer. By the end, you'll understand how data is prepared and how to plan your omnichannel reporting strategy with your Qualtrics team.

Learning Objective:
Understand how to design a CX dashboard that combines survey, chat, and voice data to surface unified omnichannel insights.

Best For: CX program managers, dashboard designers, and analysts building cross-channel reporting views

Recommended Prerequisites: It is recommended that you have experience building CX dashboards in Qualtrics and familiarity with basic dashboard widgets and filters.



Curriculum

  • Overview of Omnichannel Dashboards
  • What is an omnichannel dashboard?
  • Building an Omnichannel Dashboard
  • Best Practices for Building an Omnichannel Dashboard
  • How to Prepare a Dataset with Data Modeler
  • How to Build an Omnichannel Dashboard
  • Summary, Next Steps, and Resources
  • Summary, Next Steps, and Resources