# Dashboards overview

Track survey results in Pristo CX dashboards: the widget types, NPS and satisfaction scores, filters, built-in reports and who can view each one.

A dashboard in Pristo CX is a page of widgets that shows scores, trends and breakdowns of your responses. Each program has its own dashboards under the **Dashboards** tab. Account admins and program admins build and publish dashboards, and program users open the dashboards an admin shares with them.

## The dashboards lobby

The **Dashboards** tab opens the lobby: one card for each dashboard in the active program, with a thumbnail of its first rows. Built-in reports come first and carry the **Built-in** badge.

Admins, meaning account admins and program admins, see every dashboard in the program. Each card shows its status, **Published** or **Not published**, and how many viewers it has. Program users see only the published dashboards they are viewers of.

## Creating and editing a dashboard

An admin selects **Create dashboard**, names the dashboard and adds widgets with **Add widget**. Widgets sit in rows. You can move a widget, change its width and adjust the row height.

A dashboard has a draft and a published version:

- **Save & publish** publishes the draft and opens the dashboard. Viewers always see the published version.
- The **Actions** menu has **Save** (keep the draft without publishing), **Unpublish**, **Discard changes since publish**, **Viewers…**, **Delete** and **Exit without saving**.
- Publishing is blocked while any widget has configuration errors, such as a missing source questionnaire. The editor highlights those widgets.
- Deleting a dashboard cannot be undone.

For the steps, see [Create a dashboard](https://docs.pristo.io/cx/dashboards/create-a-dashboard), [Dashboard widgets](https://docs.pristo.io/cx/dashboards/widgets) and [Share a dashboard](https://docs.pristo.io/cx/dashboards/share-a-dashboard).

## Widget types

The add-widget dialog groups the 14 widget types into four sections. You choose the metric first and then how to present it.

| Section | Widget | What it shows |
|---|---|---|
| **Activity and volume** | **Respondent count** | Complete responses that meet the conditions. You can limit it to some distribution channels |
| | **Send count** | How many times questionnaires were sent by SMS, email or both |
| | **Response rate in period** | The share of sent questionnaires that were completed in the period |
| | **Alert count** | The number of alerts raised, with the status **All**, **Open** or **Closed**. **Show details** lists the alerts behind the number; see [Handle alerts](https://docs.pristo.io/cx/alerts/handle-alerts#open-alerts-from-a-dashboard) |
| **Scores and answers** | **NPS** | Net Promoter Score from a question, with the promoter and detractor values you choose. It can show as a gauge |
| | **Satisfaction score** | A normalized score from one or more questions, on a base of 5, 7, 10 or 100 |
| | **Numeric answer average** | The average answer to a numeric question |
| | **Answer distribution** | The count and percentage of respondents for each answer option |
| **Text analysis** | **Text sentiment** | How positive or negative the open answers are, from -100 to +100 |
| | **Text categories** | Which topics the open answers mention, and the sentiment of each |
| | **Text intent** | What respondents want: a complaint, praise, a question, a request or a suggestion |
| **Visual elements** | **Title** | A heading that separates areas of the dashboard |
| | **Text** | A free text block for an explanation or a note. Web addresses in it are not links |
| | **Spacer** | Empty space between widgets in a row |

The text analysis widgets read the open answers that **Insights** analyzes, and **Insights** needs the Pro plan. Until an open question is [set up for analysis](https://docs.pristo.io/cx/insights/set-up-insights), the dialog shows these widgets as unavailable, with a link to **Text analysis settings**.

## The widget editor

Selecting a data widget opens its editor, which has four tabs:

| Tab | What you set |
|---|---|
| **General** | The title and subtitle, the source questionnaire and question, settings for the widget type, and the data display: **Single number** or **Over time** |
| **Segmentation** | The data breakdown. NPS and satisfaction widgets can also show only the highest or lowest values |
| **Filtering** | A permanent filter that applies to this widget only |
| **Display** | The display format, such as **Table**, **Bar chart**, **Pie** or **Line chart**, and options such as **Show an overall-average line** or **Score bar color** |

Title and text widgets have a simpler editor for the text, alignment and font size. A spacer has no settings.

## Segmentation and filters

Segmentation breaks a widget's data down by the contact or event attributes of the program's population, up to 3 levels, each nested inside the one above. Filters work at two levels. Each widget can have a permanent filter of conditions joined with **AND**, or with **OR** on a single field. The dashboard also has a filter bar with a date range, such as **Last 30 days**, and the attribute filters an admin adds with **Edit filters**. Anyone who opens the dashboard can choose values in the filter bar and select **Apply**. See [Filter and segment dashboard data](https://docs.pristo.io/cx/dashboards/segmentation-and-filters).

## Built-in reports

Every program has one built-in report, the **Distributions Report**. It shows the sends, complete responses and the answers to each question of one questionnaire, for a date range you choose. A built-in report cannot be edited or deleted. Admins choose who can view it, the same way as for any dashboard. See [Built-in reports](https://docs.pristo.io/cx/dashboards/built-in-reports).

## Who can see and edit a dashboard

| Role | What they can do |
|---|---|
| **Account admin** | Create, edit, publish, unpublish and delete dashboards, and choose viewers, in every program. Sees every dashboard, published or not |
| **Program admin** | The same as an account admin, in the programs they admin |
| **Program user** | Opens the published dashboards and built-in reports they are a viewer of. Cannot edit them |

Admins choose viewers with **Viewers…** on a lobby card, in the editor's **Actions** menu or with **Viewers** on an open dashboard. Only program users of the same program can be viewers. Opening a dashboard you cannot view shows **Dashboard not found** and returns you to the lobby.

## Related

- [Create a dashboard](https://docs.pristo.io/cx/dashboards/create-a-dashboard)
- [Dashboard widgets](https://docs.pristo.io/cx/dashboards/widgets)
- [Share a dashboard](https://docs.pristo.io/cx/dashboards/share-a-dashboard)
- [Filter and segment dashboard data](https://docs.pristo.io/cx/dashboards/segmentation-and-filters)
- [Built-in reports](https://docs.pristo.io/cx/dashboards/built-in-reports)
- [Roles and permissions](https://docs.pristo.io/cx/users/roles-and-permissions)