- Referencing Data to Prepare a Dashboard
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Creating a Dashboards Project 10 min
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Overview of the Data Mapping Process 13 min
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Modifying the Data Field Type 10 min
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Adding Fields 20 min
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Adding Multiple Data Sources 13 min
- Visualizing Data to Tell a Story
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Starting a New Dashboard 13 min
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Creating Pages and Widgets 18 min
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Editing Widgets 30 min
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Adding Benchmark Comparisons 7 min
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Adding Filters 20 min
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Creating Action Plans 4 min
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Monitoring Ticket Activity 13 min
- Overview of Dashboard Administration
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Introduction to CX User Administration 12 min
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Managing Users and Roles 13 min
- Granting Dashboard Access to Share Insights
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Sharing Dashboards with Users and Roles 18 min
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Dashboard Adoption 20 min
- Module Quiz
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Module Quiz: Creating Customer Experience Dashboards
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End of Course
Creating Customer Experience Dashboards
Course 3 of 3 in Weeks 3 & 4 - Digital XM For Customer Experience Learning Journey
Build effective dashboards that visualize your CX data and inspire stakeholders to take action.
Learning Objectives:
- Create a dashboards project to import and map multiple data sources for analysis.
- Apply various field types and recode settings to transform raw data into a structured format for insightful visualizations.
- Design dashboard pages and widgets that effectively communicate key CX metrics and actionable insights to different stakeholder roles.
- Implement data restrictions and filters to ensure dashboard viewers see only the data relevant to their role or function.
Recommended Users:
- Intermediate
- We recommend completing the Qualtrics Platform Essentials course content first.
Qualtrics Features Covered
- Apply Changes
- Dashboards
- Embedded Data
- Response Ticker widget
- Review and Publish
- Word Cloud widget