This reference lists every widget you can add to a Pristo CX dashboard and the settings each one has in the widget editor. Account admins and program admins add widgets in the dashboard editor, as described in Create a dashboard. The dashboards overview shows how the add-widget dialog groups them.
Summary
Section titled “Summary”| Widget | Source | Questions it accepts | Breakdown | Over time |
|---|---|---|---|---|
| Respondent count | One or more questionnaires | None | Yes | Yes |
| Send count | One or more questionnaires | None | Yes | Yes |
| Response rate in period | One or more questionnaires | None | Yes | Yes |
| Alert count | One or more questionnaires | None | Yes | Yes |
| NPS | One questionnaire | One Numeric rating scale or Smiley rating scale question | Yes | Yes |
| Satisfaction score | One questionnaire | One or more Numeric rating scale or Smiley rating scale questions | Yes | Yes |
| Numeric answer average | One questionnaire | One Counter, Numeric rating scale or Smiley rating scale question | Yes | Yes |
| Answer distribution | One questionnaire | One choice question, Smiley rating scale or Numeric rating scale question | Only with Single number | Yes |
| Text sentiment | Questionnaires with an analyzed open question | One analyzed question per questionnaire | Yes | Yes |
| Text categories | Questionnaires with an analyzed open question | One analyzed question per questionnaire | Yes | Yes |
| Text intent | Questionnaires with an analyzed open question | One analyzed question per questionnaire | Yes | Yes |
| Title, Text, Spacer | None | None | No | No |
A choice question is any entry of the SINGLE / MULTIPLE CHOICE group in the form builder, such as Single Choice, Dropdown or Checkbox. See Question types.
Settings of every data widget
Section titled “Settings of every data widget”Data widgets are all widgets except the three visual elements. Their editor has four tabs: General, Segmentation, Filtering and Display.
General settings
Section titled “General settings”The General tab has these settings:
| Setting | What it does |
|---|---|
| Widget title | Up to 120 characters. Left empty, the widget shows its type name |
| Subtitle | Up to 160 characters |
| Source questionnaires or Source questionnaire | The questionnaires of the program that the widget reads. Required |
| Question | For score and answer widgets: the question. Only questions of the accepted types are listed. Required |
| Data display | Single number shows one value for the dashboard’s date range. Over time shows a line with one point per day |
| Show change vs. previous period | Adds the change from the period of the same length just before the date range. Only for Single number without a breakdown, and not for Answer distribution, Text categories or Text intent |
Breakdowns and permanent filters
Section titled “Breakdowns and permanent filters”Segmentation breaks the data down by up to 3 contact or event attributes. For NPS and Satisfaction score, it can also show only the highest or lowest values. Filtering holds a permanent filter for this widget only. Both are described in Filter and segment dashboard data.
Display formats
Section titled “Display formats”On the Display tab, the formats on offer depend on the widget and its other settings:
| Widget and settings | Formats |
|---|---|
| Single number, no breakdown | Number. NPS can also show as a Gauge, from -100 to +100 |
| Over time, no breakdown | Line chart |
| Single number with a breakdown | Bar chart or Table |
| Over time with a breakdown | Line chart or Table |
| Answer distribution, no breakdown | Pie or Table, or with Over time, Line chart or Table |
| Answer distribution with a breakdown | Table |
| Text categories and Text intent | Table, or with Over time, Line chart or Table |
The Display tab also has these options:
| Option | When it appears |
|---|---|
| Show an overall-average line | Over time with a breakdown shown as a line chart, and Text sentiment over time |
| Score bar color | NPS, Satisfaction score and Response rate in period with a breakdown and Single number. The bar sits beside each score in the table. Six colors, blue by default |
| Categories per value | Text categories with a breakdown and Single number: 3, 5 or All. The default is 5 |
Activity and volume widgets
Section titled “Activity and volume widgets”Respondent count
Section titled “Respondent count”Respondent count counts the complete responses submitted to the chosen questionnaires in the date range.
| Setting | Options |
|---|---|
| Channels | Email, SMS, WhatsApp and None. Leave all empty to count every channel. None counts responses that did not come from an SMS or email send, such as answers through a share link or an API link |
Send count
Section titled “Send count”Send count counts how many times distributions sent the chosen questionnaires in the date range, by the time of sending.
| Setting | Options |
|---|---|
| Channels | The same four channels. Choose at least one |
Response rate in period
Section titled “Response rate in period”Response rate in period divides the complete responses by the questionnaire links sent in the date range. A link sent more than once counts once.
| Setting | Options |
|---|---|
| Count basis | Sent in range counts a response to a link sent in the range whenever it arrives. Sent and answered in range counts it only if it also arrives before the range ends. The default is Sent in range |
Alert count
Section titled “Alert count”Alert count counts the alerts created in the date range for responses to the chosen questionnaires.
| Setting | Options |
|---|---|
| Alert status | All (the default), Open or Closed. Open counts alerts that are Open or In progress |
On a published dashboard, an alert count shown as Single number without a breakdown has a list button, Show details. It opens a panel with the alerts behind the number:
- The panel shows the date range and the number of dashboard filters applied. Switch between All, Open and Closed at the top.
- The table lists Response, Contact, Alerts and Alert created, 20 rows per page, newest first. Select a row to open the alert.
- Open in alerts page opens the Alerts page in a new tab with the same questionnaire, dates and status. If the widget reads several questionnaires, choose one first. The Alerts page does not apply the dashboard’s contact and event filters.
When the widget compares with the previous period, a rise shows in red, because more alerts is worse.
Scores and answers widgets
Section titled “Scores and answers widgets”These widgets read one questionnaire. They use every response that answered the question in the date range, not only complete responses.
NPS shows the share of promoters minus the share of detractors, from -100 to +100.
| Setting | Options |
|---|---|
| Detractor values | The answer values that count as detractors. The default is 0 to 6 |
| Promoter values | The answer values that count as promoters. The default is 9 and 10 |
The values on offer are the question’s answer values, or 0 to 10. Both groups need at least one value, and a value cannot be in both.
Satisfaction score
Section titled “Satisfaction score”Satisfaction score scales each answer to its question’s range and shows the average on the base you choose. With several questions, it averages all their answers.
| Setting | Options |
|---|---|
| Score base | 5, 7, 10 or 100. The default is 100 |
| Decimal places | 0, 1 or 2. The default is 0 |
Numeric answer average
Section titled “Numeric answer average”Numeric answer average shows the average of the answers to one question. It has no settings of its own. A Number question from the input fields group is not on offer.
Answer distribution
Section titled “Answer distribution”Answer distribution shows how many respondents chose each answer and their percentage. The table has the columns Answer, Respondents and Percent, and a Responses row with the total. When a question allows several answers, one response counts under each answer it chose.
With Over time, each answer gets its own line, and the widget cannot be broken down.
Text analysis widgets
Section titled “Text analysis widgets”The text analysis widgets read the open answers that Insights analyzes. Until an open question is set up for analysis, the add-widget dialog shows them as unavailable. See Set up Insights.
| Setting | Options |
|---|---|
| Surveys | Only questionnaires with an analyzed open question are listed. Each questionnaire adds one analyzed question |
| Analyzed question | Appears for a questionnaire with more than one analyzed question, to choose which one counts. A question that is no longer analyzed is marked as such |
| Widget | What it shows |
|---|---|
| Text sentiment | The average sentiment score, from -100 to +100, and the split into Positive, Neutral and Negative answers. The change from the previous period is in points |
| Text categories | Each category with its number of responses, its share of responses and the average sentiment of the responses that mention it. One response can mention several categories, so the shares can add up to more than 100%. Answers without a category show as No category |
| Text intent | The share of Complaint, Praise, Question, Request and Suggestion answers, and No clear intent. With a breakdown, each value shows its Leading intent |
Over time with a breakdown, the widget follows one category or intent at a time. Viewers choose it in Category shown or Intent shown.
Visual elements
Section titled “Visual elements”| Widget | Settings |
|---|---|
| Title | Text up to 200 characters, Alignment and Font size. It starts 12 columns wide in Extra large |
| Text | Text up to 2,000 characters, with line breaks, Alignment and Font size. The text shows as typed: a web address does not become a link |
| Spacer | No settings. Viewers see empty space |
Alignment is Start, Center or End. Font size runs from Small through Regular, Large and Extra large to Huge.
Messages on a widget
Section titled “Messages on a widget”| Message | What it means |
|---|---|
| No data for this period. | Nothing matches the date range and the filters |
| This widget's configuration is invalid. | The widget’s settings do not work with the data, for example a breakdown too detailed for the date range or an attribute that no longer exists |
| Couldn't load this widget. | The data could not be loaded. Reload the page |
Limits
Section titled “Limits”| Item | Limit |
|---|---|
| Source questionnaires | Questionnaires of the program the dashboard belongs to |
| Questions per score widget | One, except Satisfaction score, which takes several questions of one questionnaire |
| Breakdown levels | 3 |
| Over time | One point per day of the date range |
| Alert list in the details panel | 20 rows per page |