Building dashboards
The dashboard builder is where you create dashboards and arrange the widgets on them. It's a drag-and-drop canvas, separate from the read-only viewing experience so you don't accidentally rearrange things while you're analysing.
Open it with the Build dashboards button at the top-right of the Dashboards page (it lives at /dashboards/builder).
What you can do
- Create new dashboards and name them.
- Add widgets and arrange them by dragging and resizing.
- Delete dashboards you no longer need.
- Restore the standard set of default dashboards.
At the top of the builder, three cards show how many dashboards you have, how many widgets are on the dashboard you're editing, and how many widget types are available to add.
Creating a dashboard
- Click New dashboard. A fresh, empty dashboard opens.
- In the Name field, give it a clear title.
- Add widgets (below).
- Click Save layout. You'll see a brief Saved. confirmation.
To edit an existing dashboard, pick it from the dropdown at the top.
Adding widgets
You can add a widget two ways:
- From the form — choose a type in the Add widget dropdown, pick a Survey if the widget needs one, and click Add.
- From the tiles — under Add a widget, click any of the labelled widget tiles to select that type, then Add.
Widget types
| Widget | Needs a survey? | Shows |
|---|---|---|
| NPS score | Yes | Net Promoter Score with promoter/passive/detractor split |
| CSAT | Yes | Customer Satisfaction score |
| CES | Yes | Customer Effort Score |
| Response volume | Yes | Responses over the period |
| Sentiment split | Yes | Positive / neutral / negative breakdown |
| Staff leaderboard | No | Top agents by responses and NPS |
| Agent KPI matrix | Yes | Agents against their metrics |
| NPS trend | Yes | NPS over time |
| Alerts summary | No | Roll-up of alerts raised |
| Agent activity | No | Activity across agents |
| Recent calls/SMS | Yes | Recent conversational-channel responses |
| Verbatim bubble | Yes | Topics plotted by sentiment × volume |
| Responses by hour | Yes | When responses arrive across the day |
| External API | No | Data pulled from an allowlisted external service |
Survey-based widgets need you to choose which survey they report on. Widgets that don't need a survey (like the leaderboard) draw on your whole account.
The External API widget
The External API widget displays data from a third-party service your administrator has allowlisted under Integrations → External API hosts. You configure the host, method (GET/POST), path, how to find the data in the response, and how to render it (number, line, bar, pie, or table). If no hosts are allowlisted yet, the builder tells you where to add one.
Arranging widgets
The canvas is a grid. Each widget sits in a card:
- Move a widget by dragging it anywhere on the card.
- Resize it by dragging its edge.
- Remove it with the × in the widget's header.
Widgets snap to the grid and reflow as you arrange them. When the layout looks right, click Save layout.
Dragging works from anywhere on a widget — you don't have to grab a thin header. The only spot that won't start a drag is the remove (×) button.
Restoring defaults
Click Restore defaults to add the standard set of dashboards back to your workspace. This is handy if you've deleted dashboards and want a clean baseline again. It adds the defaults without disturbing dashboards you've already built.
The Overview dashboard is protected
The standard Overview dashboard can't be deleted. When it's selected in the builder, you'll see a Standard · can't be deleted badge instead of a delete button. You can still edit its widgets and layout.
Who sees a dashboard
Dashboards can be assigned per user, so members may see only the dashboards relevant to them. If you build a dashboard for a particular team or person, check with your administrator about assignment under Configure → Admin → Users.