How to create your own Dashboard

The new and improved Explori Dashboards allow you to do a lot more with your data. The Dashboards are fully customisable, allowing you to visualise data to your specific needs. Below, we will show you how to create your own dashboard.

First, head to dashboards via the menu.

Choose your dashboard level

Select the level of dashboard you would like to create on the top right. You can create a Company, Portfolio or Event Level dashboard. For event or portfolio, select the event/portfolio you would like to create the dashboard for. Once the dashboard has been created, you can also make it a template and apply it to all dashboards of that level.

For this example, I will be making a company level dashboard.

On the top right, select ‘Create Dashboards’ and name the dashboard. You can select a template to work from one of the dashboards we have created. In this case, we will be starting from scratch.

Create your widgets

Add your first widget to start. You can add a widget which is question based widget or from other measures.

A question based widget is formed from question responses. Other measures are not necessarily formed from questions, such as Email Response Rate, a KPI Chart and the Loyalty Satisfaction Matrix.

We will start with a question based widget.

Fill out the event set up details:

On the next step, fill out additional details about the widget you are looking to create.

First, select the question you’d like to create the widget from. For this example, we will be creating a widget for NPS. You can choose to display the data as a percentage or NPS Score. I will be selecting the NPS Score.

I would like the NPS Score to be displayed at event level at a year on year basis.

Additional filters can be added to filter for specific events. We will leave this blank for now.

Customise your widget

Then continue to start setting up the appearance of the widget.

Name your widget at the top.

You can then choose the type of chart you would like to display.

In the settings, you have many different options that you can play around with including adding legends, labels, changing colour options etc.

The chart will update with each setting you change, showing you how the data will display.

You can also choose the size of the widget. Once you are happy, ‘Add Chart’ at the bottom.

You can use the corners to resize your widget on your dashboard. Once you are satisfied, you can continue to add all of your widgets and then save the dashboard on the top left of the screen.

Save your Dashboard as a tab

For easy access, on the 3 dot menu, you can save the dashboard as a tab so it will appear at the top of the dashboard screen. This is also where you can save the dashboard as a template to use across your different portfolios/events.