Dashboard
Dashboards make it easy to understand key survey metrics at a glance. They give stakeholders clear and actionable information to support better decisions.
You can create multiple dashboards for one survey, and each one stays updated as new data comes in. The dashboard is made up of different component widgets, which are elements that can include Charts, Tables and Stats Tables, Open-Ended Question Views (Summary or List), Word Clouds, Sentiment Analysis, TURF Analysis, Special Stats, Response Stats, CrossTab, or Trend elements.
Why is the Survey Dashboard useful?
Here are a few scenarios where you will find the Dashboard useful:
Track Customer Feedback
With Zoho Survey's dashboard, you can get a consolidated, real-time view of customer feedback as soon as it’s submitted. For example, a retail chain conducts a post-purchase survey across multiple store locations. Using the dashboard, they identify a dip in customer satisfaction at one specific branch and quickly address staff training and inventory issues.
With Zoho Survey's dashboard, you can get a consolidated, real-time view of customer feedback as soon as it’s submitted. For example, a retail chain conducts a post-purchase survey across multiple store locations. Using the dashboard, they identify a dip in customer satisfaction at one specific branch and quickly address staff training and inventory issues.
Market Research Insights
Zoho Survey’s dashboard turns raw survey responses into actionable insights, making it easier to spot trends and opportunities in the market. For example, a startup uses Zoho Survey to understand brand perception before a product launch. The dashboard highlights that younger audiences are more likely to favor the brand due to its eco-friendly positioning—leading to a targeted marketing campaign focused on Gen Z.
Zoho Survey’s dashboard turns raw survey responses into actionable insights, making it easier to spot trends and opportunities in the market. For example, a startup uses Zoho Survey to understand brand perception before a product launch. The dashboard highlights that younger audiences are more likely to favor the brand due to its eco-friendly positioning—leading to a targeted marketing campaign focused on Gen Z.
Product Feedback Monitoring
The dashboard allows product teams to monitor real-time feedback and make timely decisions based on user experience and satisfaction data. For example, a SaaS company releases a new feature and collects user feedback through an in-app survey. The dashboard reveals that while adoption is high, several users find the navigation confusing. The product team refines the UI in the next sprint, improving satisfaction scores.
The dashboard allows product teams to monitor real-time feedback and make timely decisions based on user experience and satisfaction data. For example, a SaaS company releases a new feature and collects user feedback through an in-app survey. The dashboard reveals that while adoption is high, several users find the navigation confusing. The product team refines the UI in the next sprint, improving satisfaction scores.
How to access the Default dashboard
To create a dashboard, follow the steps below:
- Navigate to Reports.
- Click on the Dashboard icon to view the Default Dashboard
![](https://download-accl.zoho.com/webdownload?x-service=writer&event-id=3qkg180e5d6dc05774a80aabc045e55f4c829&x-cli-msg={"imgurl":"f8de710b0f20fe69b0ee4c7076e7e422bb3e3a3fac7431a0e4d6e60f2a1930913f7afe28a8cef431653421ce75e36296","rid":"3qkg180e5d6dc05774a80aabc045e55f4c829","module":"image"})
How to add Widgets to a Dashboard
To add widgets to a dashboard, follow the steps below:
- Navigate to Reports.
- Under Special statistics, choose the widget, and click Add to Dashboard.
![](https://download-accl.zoho.com/webdownload?x-service=writer&event-id=3qkg180e5d6dc05774a80aabc045e55f4c829&x-cli-msg={"imgurl":"006cf9b8546079a92dfecc2736d26f432b452999045c6bd9727079d0fa783b91efa14d705871b5cf17ce6fb69dc4a5e1","rid":"3qkg180e5d6dc05774a80aabc045e55f4c829","module":"image"})
How to add Charts in Dashboard
To add charts to a dashboard, follow the steps below:
- Navigate to Reports.
- Under special statistics, choose the widget, and click Add to Dashboard.
![](https://download-accl.zoho.com/webdownload?x-service=writer&event-id=3qkg180e5d6dc05774a80aabc045e55f4c829&x-cli-msg={"imgurl":"2384482e7244a6880258d93033473dbb5a11b7a1c88a916f7de620242a1b8bf967df0ec6b11d6d8a4fe0d4187e83bdf3","rid":"3qkg180e5d6dc05774a80aabc045e55f4c829","module":"image"})
How to Create a Custom Dashboard :
In order to customize a dashboard, follow the steps below:
- Navigate to Reports >Dashboard.
- Click on the Drop icon at the top left corner.
- Click on the Create Dashboard button.
- Enter a Dashboard Name.
- Click on Add your first Widget, and from the Reports section, choose the widgets you wish to include in the Custom Dashboard.
How to use filters in Dashboard
In order to use the filter in Dashboard, follow the steps below:
- Navigate to Reports >Dashboard.
- Click on the Filter icon at the top right corner.
- Choose the type of responses based on which you wish to enable the filter
- Completed Responses: The responses that have answered all the questions and submitted the survey.
- Partial Responses: The surveys that have been answered but are incomplete.
- Today's Responses: The responses that have been answered on the day you are viewing it. Both Completed and Partial responses will be present.
Note :You can configure a Custom filter to apply a more advanced set of Filters for the survey responses.
How to use Custom filters in Dashboard
Custom filters allow you to set conditions and segregate the respondent value you prioritize. The various parameters that can be configured are Date range, type of response, languages, and logic.
Follow the steps below to create custom filters
- Navigate to Reports >Dashboard.
- Click on the Filter by icon at the top right corner.
- Click on the Create Custom Filter button.
- In the next window, the configurations for the custom filter will be displayed
- Provide a Filter Name to help you identify the filter you created easily
- Enable the conditions to create a filter
- Response Date range- Set the date interval between which the responses should be analyzed.
- Response Status- Enable the type of responses which should be included in the filter
- Languages- If you are having a multi-lingual survey, select the languages that should be included in the fitter form the dropdown.
- Logic- Configure a logic that can be applied for questions in the survey and add Logic to the filter. Read more about Logic here.
How to Share Dashboard
Follow the steps below to share Dashboard:
- Navigate to Reports >Dashboard.
- Click on the Share icon at the top right corner.
- Configure the permissions and report types.
- Click Save once you've configured the permissions and report types
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