Adding, Copying, & Removing a Dashboard (EX)

Suite
Employee Experience
Product
Qualtrics
What's on this page
Qtip: This page describes functionality available to Engagement, Lifecycle, Ad Hoc Employee Research, Pulse, and 360 projects. For more details on each, see Types of Employee Experience Projects.

Adding a Dashboard

Attention: There is a limit to the number of dashboards you can create in a single project. This limit is 15 dashboards for all EX project types except pulse, which has a limit of 8. This limit includes dashboard copies. As you approach the project’s limit, the dashboard creation window will warn you how many dashboards you have remaining until the ability to create or copy dashboards is disabled.
Navigate to the Dashboards tab.
Create Dashboard button in the center of the Dashboards tab (because no dashboards have been created yet)
Create Dashboard button in the center of the Dashboards tab (because no dashboards have been created yet)
Click Create a dashboard.
Type a name for your dashboard.
Create Dashboard window where you define name
Create Dashboard window where you define name
When finished, click Create.

Guided Flow for Engagement Dashboards

Qtip: This section describes functionality that we intend to release starting November 19, 2025. Qualtrics may, in its sole discretion and without liability, change the timing of any product feature rollout, change the functionality for any in preview or in development product feature, or choose not to release a product feature or functionality for any reason or for no reason.

Need help building an Engagement dashboard from scratch? Check out the in-product guidance to help you get started. By answering a few short questions, Qualtrics will build a beginning Engagement dashboard for you based on the Qualtrics EX25 methodology. You can then further customize this dashboard for your organization’s specific needs.

Qtip: Your project must have the following to use the guided dashboard flow:

  • At least 2 multiple choice questions. Only multiple choice questions and text entry questions will be used to build the dashboard. Any other question types (e.g, NPS) will be excluded and must be manually added later.
  • Participants with metadata.
Qtip: While not required, if you plan on analyzing open text data with Text iQ, then you should do this before building your dashboard. The guided flow will automatically map your Text iQ fields and build Text iQ bubble chart widgets.
In the Dashboards tab of your Engagement project, click Create a dashboard.
selecting the guided flow when creating a new engagement dashboard
selecting the guided flow when creating a new engagement dashboard
Select Create using guided flow.
Click Next.
clicking "next"
clicking "next"
Qtip: If your project does not meet the requirements, you’ll see a message prompting you to adjust your project before you can continue with the guided flow.
Configure the KPIs, which are automatically pulled from your Engagement survey. You can click the pencil icon next to any existing KPI to rename it.
choosing the kpis for the dashboard
choosing the kpis for the dashboard
You can adjust the survey items included in the KPI by using the dropdown below the KPI.
Click Add KPI to track additional KPIs.
Qtip: You can add up to 5 KPIs.
To remove a KPI, click the minus sign ( – ) next to it.
Click Next.
Configure the driver categories, which are automatically pulled from your Engagement survey. You can click the pencil icon next to any driver to rename it. Use the dropdown menu below the driver to edit the items that contribute to the driver.
choosing driver categories
choosing driver categories
You can add drivers by clicking Add driver category and you can remove a driver by clicking the minus sign ( – ) next to it.
Qtip: You can add up to 35 driver categories. You can add up to 100 questions across all driver categories and up to 100 items per category.
Click Next.
Choose the comparisons you’d like included in your dashboard:
adding comparisons
adding comparisons
  • Metadata: Add a comparison based on a metadata field. After selecting this option, choose the metadata field to compare by (e.g., “Location”).
  • Company-overall: Add a comparison for the company overall vs the current unit.
  • External benchmarks: Add a percentile-based comparison from an external benchmark. After selecting this option, name the benchmark and choose the percentile.
Click Next.
Choose your anonymity threshold for displaying data points.
choosing anonymity thresholds
choosing anonymity thresholds
Choose your anonymity threshold for displaying text comments.
Qtip: Default minimum thresholds will be set based on your organization’s settings.
Click Next.
Edit the filters and breakouts in your dashboard:
choosing filters for the dashboard
choosing filters for the dashboard
Click Next.
Choose if you’d like to enable Action planning. You can always change this later in your dashboard settings.
enabling action planning
enabling action planning
Click Next
Customize your dashboard look and feel. This includes:
customizing the dashboard look and feel
customizing the dashboard look and feel
  • Color palette: Select a color palette for your dashboard.
  • Font: Choose a default font for your dashboard:
  • Dashboard name: Enter a name for your dashboard. You can rename it later if needed.
  • Logo: If you’d like to add a logo to the dashboard, enter a logo’s URL.
Click Next.
Review your dashboard settings. If needed, you can click “Back” to return to previous steps in the setup.
reviewing the dashboard settings
reviewing the dashboard settings
Click Generate dashboard.
If needed, you can further edit your dashboard.
editing the generated dashboard
editing the generated dashboard

Removing a Dashboard

You can delete a dashboard by clicking the dashboard dropdown menu next to a dashboard and selecting Delete.

Warning: Do not do this unless you are absolutely sure! Once a dashboard is deleted, it cannot be recovered.

Dashboard actions dropdown Delete option
Dashboard actions dropdown Delete option

Copying a Dashboard

Have you ever wanted to add a second, similar dashboard, without starting from scratch? Have you ever wanted to use a duplicate dashboard for testing? You can duplicate a dashboard’s pages, widgets, and all other settings.

What’s Included in a Dashboard Copy

Dashboard copies do carry over the following from the original dashboard:

  • Widgets
  • Filters
  • Dashboard settings
  • Data sources
  • Comparisons
  • Categories
  • Scales
  • Anonymity settings
  • Translations (label, data, and guided)
  • Roles (including all permissions)
    Qtip: Roles are deactivated by default. See Dashboard Viewing Permissions below.
  • Org hierarchies

Not every setting and detail in a dashboard is duplicated when you copy a dashboard. The following features do not carry over:

  • Report Templates
  • Report Template Translations

How to Copy a Dashboard

Click the dashboard actions dropdown.
Dashboard actions dropdown Copy option
Dashboard actions dropdown Copy option
Select Copy.
Name your dashboard.
Naming a dashboard
Naming a dashboard
Click Done.

Dashboard Viewing Permissions

When you copy a dashboard, you also duplicate dashboard role permissions. However, the dashboard isn’t activated; you must manually enabled theActivate Dashboard permission.

Example: In the screenshot below, this role gave members the ability to access to Company Dashboard 1. When Company Dashboard 1 was copied, participants in this role were automatically given access to Company Dashboard 2 (the copy), too.

A role. On the far-right, dashboard permissions are listed
A role. On the far-right, dashboard permissions are listed

Copying a dashboard does not copy user-level access!

Example: If you give John Doe user-level access to Company Dashboard 1, then copy this dashboard, John Doe will not have access to the copy.

Dataset Utilization Limits

Our data platform imposes a limit on the number of times a single data source can be used in active datasets.  Currently, a single data source can only be in 50 active datasets to guarantee timely data processing. For external data, the limit is 5 active datasets. These limits are subject to change over time as our platform and features grow.  If your datasource reaches this utilization limit, an error dialog is displayed while adding the source in the data mapper or copying the dashboard.

the error message received after trying to use a data source in more than 50 active datasets
the error message received after trying to use a data source in more than 50 active datasets
Qtip: For example, a survey used in two dashboards creates three active datasets (1 for data & analysis, 2 for EX dashboards). An active dataset is a dataset that has been accessed within 30 days.

Additional Options

Each dashboard listed on the Dashboards tab shows the number of pages, widgets, and responses it has.

You can access your dashboard and start editing by clicking anywhere on it.

That banner that represents the dashboard on the Dashboards tab is highlighted, with the exception of the dropdown menu dots
That banner that represents the dashboard on the Dashboards tab is highlighted, with the exception of the dropdown menu dots
Qtip: If you’re having trouble viewing the dashboard, make sure you’ve added yourself to the project and given yourself permission to view the dashboard.

You can change a dashboard’s name by clicking the dashboard dropdown menu next to a dashboard and selecting Rename.

Dashboard actions dropdown Rename option
Dashboard actions dropdown Rename option
Qtip: Ready to start editing your dashboard widgets? Check out our Dashboard Overview page.

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