Dashboards are available in beta for Professional, Business and Enterprise workspaces. Admins can enable this feature for their workspace in Settings.
Overview
Dashboards let you track feedback and metrics over time. You can combine quantitative data (like CSAT and NPS) with qualitative insights (like themes and sentiment) in one view. They show real-time shifts in scores, sentiment, and themes, helping you spot what’s improving or declining.Create a dashboard
Managers and contributors can create and edit dashboards, while viewers can only see those shared with them. By default, all users can access any dashboards created in their workspace.- To do create a dashboard, select
+ New → Dashboardin the global side menu, or in a folder or project. - Dovetail automatically analyzes your workspace and will populate widgets based on the type of data your have available.
Data displayed on a dashboard will honor any permission controls enforced on the original source data in your workspace. If a user viewing a chart and does not have access to the original source data (channel or project), they will not be able to view any of the contents within the chart.
Types of visualizations
Dovetail has built powerful visualizations designed to dliver the greatest impact when visualizing qualitative data. The types of visualizations available to choose from will depend on the metric you’re looking to measure and whether that data is available in your workspace. For example, tracking NPS overtime. You must have a Channel that is ingesting your NPS metric.| Widget | Data source | Value |
|---|---|---|
| Keyword search | Platform (Projects and Channels) | Identify emerging trends and shifts in customer vocabulary by tracking keyword frequency over time. |
| NPS | Channels | Measure customer loyalty at a glance with a summary score, and also track relationship health trends over the long term. |
| CSAT | Channels | Assess immediate satisfaction levels with a summary score, and also track service quality consistency over the long term. |
| Themes totals | Channels | Quantify the “noise” level of specific themes by comparing the total volume of data points across up to 4 themes. |
| Theme trends | Channels | Visualize the trajectory of up to 4 specific themes to understand if a topic is gaining or losing momentum. |
| Sentiment | Channels | Monitor the emotional health of your feedback to correlate positive or negative shifts with specific dates or releases. |
Add a widget
You can visualize different metrics in set ways that make sense for that data type. A single dashboard can have an unmlimited amount of widgets.- To add a widget to a dashboard, click + in the top right corner.
- Next, select a metric (Sentiment, CSAT, NPS, Theme) and choose the channel
- If selecting the Keywords widget, you do not need to select a source. You are able to refine where the results are sourced from using Filter.
- From there, refine results further by selecting a time frame, interval, and applying filters.
- Once done, click Save in the bottom right.
Use chat to ask questions
Chat directly from a dashboard or an individual widget to explore the data behind what you see.- Chat with a dashboard: Opens Chat connected to all datasets powering the widgets in that dashboard. Use this to ask questions about overall trends or patterns. Example: “Why did CSAT drop this month?”
- Chat with a widget: Hover over a widget, and select the Chat icon that appears in the floating toolbar. This opens chat in a focused context, concentrating on the dataset behind that widget. Use this to dig deeper into a specific metric or visualization. Example: “What quotes are users saying that is driving negative senitment about pricing.”
View source data
Every widget includes links to the underlying data powering it. This lets you trace insights back to the original feedback for full context.- Hover over a widget and select the Drill in icon. Dovetail will open up the Channel that contains the data powering the widget.
Edit or remove a widget
Edit a widget
- To edit a widget on a dashboard, hover over the widget and select the Edit icon.
- From there, this will open the chart editor where you can make any appropriate changes. Once ready, click Save.
Remove a widget
- To remove a widget from a dashboard, hover over the widget and select the Trash icon.
- Once confirmed and removed, you will not be able to restore this chart to the dashboard.
Delete a dashboard
- To delete an entire dashboard, select the Dashboard from **Your Work **or Browse page.
- From there, click Move to trash. The dashboard will be available to restore in workspace trash for up to 30 days.