> ## Documentation Index > Fetch the complete documentation index at: https://docs.dovetail.com/llms.txt > Use this file to discover all available pages before exploring further. # Dashboards > Track feedback over time by pairing NPS and CSAT scores with theme and sentiment trends in one view of your customer data. A Dovetail dashboard charting customer themes and sentiment over time Dashboards are available in beta for 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 how scores, sentiment, and themes change, so you can see what’s improving or declining. The value is in the pairing. A score on its own tells you something moved; the themes and quotes beside it tell you why. A dashboard is also a starting point for investigation: you can open the [channel](/help/channels) behind a theme widget, or open [Chat](/help/chat) against the data behind a widget or the whole dashboard. ### When to use a dashboard Dashboards answer questions about direction and change over time: * **Is this getting better or worse?** Track NPS, CSAT, or sentiment across weeks and months rather than reading a single point-in-time score. * **Did that release land?** Line up a sentiment or theme trend against the date something shipped. * **What’s gaining momentum?** Watch which themes are climbing and which are fading, before they show up in escalations. * **What are customers starting to call it?** Keyword search surfaces shifts in the words customers use. * **What do we show leadership every week?** A dashboard is a standing view your team returns to, instead of rebuilding a chart each time someone asks. *** ## Dashboards, charts, and channels Dovetail has more than one way to visualize customer data. They’re built for different questions. | | Best for | Data it draws on | | :- | :- | :- | | **Dashboards** | Tracking metrics and themes over time, in one shared view | Channels, plus Projects and Channels for keyword search | | **[Charts](/help/projects/charts)** | Visualizing highlights and tags within a single project | One project’s highlights, tags, and fields | | **[Channels](/help/channels)** | Reading and working the feedback itself | The data points in that channel | The practical difference: charts show you the shape of one project’s analysis right now, while dashboards show you how workspace-level metrics and themes are moving. Charts do not show historical data; dashboard widgets are built around a time frame and interval. If what you actually want is a recurring written narrative rather than a visualization — a Monday summary of what changed and why — a scheduled [Agent](/help/agents) can produce that from the same channel data. *** ## Before you build Most widgets are powered by Channels, so what you can visualize depends on what your channels are ingesting. Channels get their data from [sources](/help/sources). * **A channel with data flowing in.** NPS, CSAT, theme, and sentiment widgets all read from Channels. See [Channels](/help/channels) to set one up, and [add sources to a channel](/help/channels/channel-setup) to bring data in. * **The right field type.** To chart NPS or CSAT, the channel needs a field that uses the NPS or CSAT type. For data from a source, the type is set on the source. See [NPS and CSAT scores for Dashboards](/help/sources/source-fields#nps-and-csat-scores-for-dashboards). If a channel doesn’t appear as an option under an NPS or CSAT widget, this is usually why. * **Enough history to see a trend.** A time-series widget needs data across the period you’re charting, so how far back you can chart depends on how far back the source’s data goes. * **Topics and themes worth tracking.** Theme widgets chart up to four themes at a time, so it helps to know which ones matter before you start. Keyword search is the exception — it works across Projects and Channels, and doesn’t require you to select a channel. *** ## 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 create a dashboard, select + New → Dashboard in 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 you have available. Data displayed on a dashboard honors the permissions on the channels and projects behind it. If a user views a chart and doesn’t have access to the channel or project behind it, they can’t see any of the chart’s contents. *** ## Types of visualizations The visualizations you can choose from depend on the metric you want to measure and whether that data is available in your workspace. For example, to track NPS over time, you need a channel with a field that uses the NPS type. | Widget | Data it draws on | Value | | :- | :- | - | | **Keywords** | 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. | | **Theme totals** | Channels | Quantify the “noise” level of specific themes by comparing the total volume of data points across up to four themes. | | **Theme trends** | Channels | Visualize the trajectory of up to four 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. | ### Choosing between them * **Comparing size?** Use **Theme totals** — it answers “which of these is loudest right now.” * **Comparing direction?** Use **Theme trends** — it answers “which of these is growing.” * **Tracking a relationship metric?** **NPS** for long-term loyalty, **CSAT** for satisfaction with a specific interaction. * **Watching for something new?** The **Keywords** widget picks up vocabulary shifts before a theme has formed around them. * **Explaining a score change?** Put **Sentiment** next to the NPS or CSAT widget so the movement and the mood sit side by side. Pair widgets deliberately. A CSAT trend on its own raises a question; a CSAT trend beside a sentiment trend and the two or three themes driving it answers one. *** ## Add a widget You can visualize different metrics in set ways that make sense for that data type. A single dashboard can have an unlimited number of widgets. * To add a widget to a dashboard, select `New widget` (the plus icon) in the top right corner. * Choose a widget type, such as `NPS over time` or `Theme trends`, then choose a channel under **From**. * For a `Keywords` widget, type the words or phrases to track instead of choosing a channel. To narrow where the results come from, use **Filter**. * From there, refine results further by selecting a time frame, interval, and applying filters. * Once done, select `Save` in the bottom right. Time frame and interval do different jobs. The time frame sets how far back you’re looking; the interval sets how coarse the line is. A narrow interval over a long period surfaces noise, while a wide interval over a short period can flatten a real movement into a single point. *** ## View the data behind a widget Theme widgets link to the channel that holds the data powering them, so you can trace a trend back to the original feedback. * Hover over a **Theme trends** or **Theme totals** widget and select `Drill into data` to open the channel behind it. Use this to explore the data behind a theme or verify a trend. The other widget types don’t link to their data yet. To explore the data behind an NPS, CSAT, or Sentiment widget, [chat with the widget](#chat-with-a-dashboard). *** ## Chat with a dashboard 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 the data 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 `Chat with chart` in the toolbar that appears. This opens Chat focused on the data behind that widget. Use this to dig deeper into a specific metric or visualization. *Example: “Which quotes are driving negative sentiment about pricing?”* Chat uses the same data that powers your dashboard, so responses reflect the latest information in your workspace. Responses include citations for traceability. Because chat from a dashboard is regular [Chat](/help/chat) scoped to that data, everything else it can do still applies — follow-up questions, citations you can expand, and creating a doc or an agent straight from a response. *** ## Edit or remove a widget ### Edit a widget * To edit a widget on a dashboard, hover over the widget and select `Edit`. * From there, this will open the chart editor where you can make any appropriate changes. Once ready, select `Save`. ### Remove a widget * To remove a widget from a dashboard, hover over the widget and select `Delete` (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. *** ## Permissions and sharing Manage and change permissions by clicking on the **Share** button on a dashboard. Two things to keep in mind: * **Creating and editing is role-based.** Managers and contributors can create and edit dashboards. Viewers can see dashboards shared with them, and by default all users can access any dashboard created in their workspace. * **Channel and project permissions always apply.** A dashboard never widens access to the data behind it. If a user can’t access the channel or project behind a widget, the widget’s contents stay hidden from them — even if they can open the dashboard itself. *** ## Share your feedback Dashboards is in beta. Use the **Give feedback** button to let us know how it’s doing. All feedback is shared with the Dovetail team to help us improve the experience. In addition to speed and performance, we’re working on more widget types and on bringing more Projects data into Dashboards. *** ## Related Where most dashboard widgets get their data Visualize highlights and tags inside a single project Ask questions about the data behind a widget Turn a recurring dashboard question into a scheduled summary *** ## FAQs To appear in an NPS or CSAT widget’s **From** list, a channel needs a field that uses the NPS or CSAT type, with scores on a 0–10 scale for NPS or 1–5 for CSAT. You also need access to the channel. For data from a source, the field type is set on the source. See [NPS and CSAT scores for Dashboards](/help/sources/source-fields#nps-and-csat-scores-for-dashboards). The CSAT dashboard widget calculates the satisfaction percentage from responses in a CSAT field, on a 1–5 scale. The percentage is the share of all responses that count as satisfied. Each response counts as one of these: * **Satisfied:** scores of **4** and **5** * **Unsatisfied:** scores of **1**, **2**, and **3** The NPS dashboard widget calculates the score from responses in an NPS field, on a 0–10 scale. Each response counts as one of these: * **Promoters:** scores of **9** and **10** * **Passives:** scores of **7** and **8** * **Detractors:** scores of **0** to **6** The score is the percentage of promoters minus the percentage of detractors, so it ranges from −100 to 100. Usually there isn’t enough data in the period you selected. Check that the channel behind the widget has data for that period, then widen the time frame or the interval. If data you expect is missing from the channel, see [Missing or outdated data](/help/sources/troubleshooting#missing-or-outdated-data). For NPS and CSAT widgets, also confirm that the score field still uses the NPS or CSAT type on its source. Keyword search reads across both Projects and Channels. The other widget types read from Channels. Broader Projects support is something the team is working on — see [Share your feedback](#share-your-feedback). Dashboards honor the permissions on the channels and projects behind each widget. If one user has access to a channel or project behind a widget and the other doesn’t, they’ll see different contents. This isn’t a dashboard setting — change access on the underlying channel or project. *** ## Related guides Rank what matters by revenue and enrich contacts from a CRM. Centralize feedback, make sense of it, and close the loop. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.