{"id":63879,"date":"2024-12-03T12:43:51","date_gmt":"2024-12-03T12:43:51","guid":{"rendered":"https:\/\/www.sogolytics.com\/help\/?page_id=63879"},"modified":"2026-04-22T10:18:45","modified_gmt":"2026-04-22T10:18:45","slug":"introduction-to-custom-dashboard","status":"publish","type":"page","link":"https:\/\/www.sogolytics.com\/help\/introduction-to-custom-dashboard\/","title":{"rendered":"Introduction to Custom Dashboard"},"content":{"rendered":"<p>Ever wish you could bring all of your most important data into one convenient view, sliced and diced in all the right ways to help you dive deep into what matters most?<\/p>\n<p>Custom Dashboards give you the control you need to explore your data, share insights, and take action in real time. Game-changing? See it to believe it!<\/p>\n<div style=\"position: relative\"><div class=\"loader-parent-overlay\" style=\"display: none;position: absolute;background: rgba(0, 0, 0, .35);width: 100%;height: 100%;\"><div class=\"loader-parent\" style=\"display: block;\">\n<div class=\"line\"><\/div>\n<div class=\"line\"><\/div>\n<div class=\"line\"><\/div><\/div>\n<\/div><iframe loading=\"lazy\" id=\"help-playvideo\" class=\"to-animate-elem help-vid-class embed-responsive-item\" data-src=\"https:\/\/www.youtube.com\/embed\/F_vNK629qBc?si=oCsXJbM4FNtN7gxu?rel=0\" src=\"\" width=\"100%\" height=\"339\" data-animate=\"fadeMaxUp animated\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/div>\n<p>&nbsp;<\/p>\n<h2>What sets Custom Dashboards apart?<\/h2>\n<ol>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>Explore a variety of insights with our diverse set of widgets, including dynamic graphs, tables, cross-tabs, and open text options.<\/li>\n<li>Create a personalized dashboard effortlessly with a grid-based layout, allowing seamless drag-and-drop placement of widgets.<\/li>\n<li>Enjoy unparalleled flexibility as each widget operates independently, equipped with its unique set of properties for customization.<\/li>\n<li>Take control of data presentation by applying filters and segmentation to individual widgets, ensuring alignment with specific requirements.<\/li>\n<li>Foster collaboration by sharing custom dashboards seamlessly with team members or stakeholders.<\/li>\n<li>Save time and maintain consistency across projects by duplicating dashboards with a quick click.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<div class=\"sogo-help-info-box\"><i class=\"fal fa-info-circle\"><\/i><\/p>\n<p class=\"sogo-info-text\">This feature is available as an \u00e0 la carte feature in the Enterprise plan. <a class=\"button-demo-form exclude_class_load\" href=\"javascript:openRequestDemoForm()\">Contact us<\/a> to take advantage of this option.<\/p>\n<\/div>\n<p>\n  To create your first <strong>Custom Dashboard<\/strong>, refer to the <a href=\"https:\/\/www.sogolytics.com\/help\/introduction-to-custom-dashboard\/\" target=\"_blank\" rel=\"noopener\">How to Build a Custom Dashboard<\/a> article for step-by-step instructions.\n<\/p>\n<h2>Good to know Key Terms<\/h2>\n<ul>\n<li>\n<p><strong>Widget:<\/strong> A self-contained block on the dashboard that displays a specific data point, such as a graph, table, score, or open-ended responses. Each widget is connected to its own project and question.<\/p>\n<\/li>\n<li>\n<p><strong>Canvas:<\/strong> The grid-based workspace where widgets are placed and arranged.<\/p>\n<\/li>\n<li>\n<p><strong>Data Source:<\/strong> The project (survey, CX study, EX study, poll, or assessment) from which a widget retrieves its data. For CX and EX projects, tags can also serve as a data source.<\/p>\n<\/li>\n<li>\n<p><strong>Filter:<\/strong> A mechanism used to narrow the data displayed. Filters can be applied at the dashboard level (affecting all widgets) or at the widget level (affecting a single widget).<\/p>\n<\/li>\n<li>\n<p><strong>Segmentation:<\/strong> A method for generating audience-specific views. For example, each regional manager can receive a version that displays only their region\u2019s data.<\/p>\n<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Ever wish you could bring all of your most important data into one convenient view, sliced and diced in all the right ways to help you dive deep into what matters most? Custom Dashboards give you the control you need to explore your data, share insights, and take action in real time. Game-changing? See it to believe it! &nbsp; What sets Custom Dashboards apart? Explore a variety of insights with our diverse set of widgets, including dynamic graphs, tables, cross-tabs, and open text options. Create a personalized dashboard effortlessly with a grid-based layout, allowing seamless drag-and-drop placement of widgets. Enjoy unparalleled flexibility as each widget operates independently, equipped with its unique set of properties for customization. Take control of data presentation by applying filters and segmentation to individual widgets, ensuring alignment with specific requirements. Foster collaboration by sharing custom dashboards seamlessly with team members or stakeholders. Save time and maintain consistency across projects by duplicating dashboards with a quick click. This feature is available as an \u00e0 la carte feature in the Enterprise plan. Contact us to take advantage of this option. To create your first Custom Dashboard, refer to the How to Build a Custom Dashboard article for step-by-step instructions. Good to know Key Terms Widget: A self-contained block on the dashboard that displays a specific data point, such as a graph, table, score, or open-ended responses. Each widget is connected to its own project and question. Canvas: The grid-based workspace where widgets are placed and arranged. Data Source: [&hellip;]<\/p>\n","protected":false},"author":30,"featured_media":0,"parent":0,"menu_order":69,"comment_status":"closed","ping_status":"closed","template":"sogo_new_design.php","meta":{"footnotes":""},"categories":[448],"tags":[475,429],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.7.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Build Custom Dashboards - Sogolytics<\/title>\n<meta name=\"description\" content=\"Build dashboards for actionable insights using templates or start fresh. Personalize your analytics. Get started today!\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.sogolytics.com\/help\/introduction-to-custom-dashboard\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Build Custom Dashboards - Sogolytics\" \/>\n<meta property=\"og:description\" content=\"Build dashboards for actionable insights using templates or start fresh. Personalize your analytics. Get started today!\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.sogolytics.com\/help\/introduction-to-custom-dashboard\/\" \/>\n<meta property=\"og:site_name\" content=\"Sogolytics\" \/>\n<meta property=\"article:modified_time\" content=\"2026-04-22T10:18:45+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.sogolytics.com\/help\/introduction-to-custom-dashboard\/\",\"url\":\"https:\/\/www.sogolytics.com\/help\/introduction-to-custom-dashboard\/\",\"name\":\"Build Custom Dashboards - Sogolytics\",\"isPartOf\":{\"@id\":\"https:\/\/www.sogolytics.com\/help\/#website\"},\"datePublished\":\"2024-12-03T12:43:51+00:00\",\"dateModified\":\"2026-04-22T10:18:45+00:00\",\"description\":\"Build dashboards for actionable insights using templates or start fresh. Personalize your analytics. Get started today!\",\"breadcrumb\":{\"@id\":\"https:\/\/www.sogolytics.com\/help\/introduction-to-custom-dashboard\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.sogolytics.com\/help\/introduction-to-custom-dashboard\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.sogolytics.com\/help\/introduction-to-custom-dashboard\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.sogolytics.com\/help\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Introduction to Custom Dashboard\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.sogolytics.com\/help\/#website\",\"url\":\"https:\/\/www.sogolytics.com\/help\/\",\"name\":\"Sogolytics\",\"description\":\"Sogolytics - Online Survey Tool\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.sogolytics.com\/help\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Build Custom Dashboards - Sogolytics","description":"Build dashboards for actionable insights using templates or start fresh. Personalize your analytics. Get started today!","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.sogolytics.com\/help\/introduction-to-custom-dashboard\/","og_locale":"en_US","og_type":"article","og_title":"Build Custom Dashboards - Sogolytics","og_description":"Build dashboards for actionable insights using templates or start fresh. Personalize your analytics. Get started today!","og_url":"https:\/\/www.sogolytics.com\/help\/introduction-to-custom-dashboard\/","og_site_name":"Sogolytics","article_modified_time":"2026-04-22T10:18:45+00:00","twitter_card":"summary","twitter_misc":{"Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.sogolytics.com\/help\/introduction-to-custom-dashboard\/","url":"https:\/\/www.sogolytics.com\/help\/introduction-to-custom-dashboard\/","name":"Build Custom Dashboards - Sogolytics","isPartOf":{"@id":"https:\/\/www.sogolytics.com\/help\/#website"},"datePublished":"2024-12-03T12:43:51+00:00","dateModified":"2026-04-22T10:18:45+00:00","description":"Build dashboards for actionable insights using templates or start fresh. Personalize your analytics. Get started today!","breadcrumb":{"@id":"https:\/\/www.sogolytics.com\/help\/introduction-to-custom-dashboard\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.sogolytics.com\/help\/introduction-to-custom-dashboard\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.sogolytics.com\/help\/introduction-to-custom-dashboard\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.sogolytics.com\/help\/"},{"@type":"ListItem","position":2,"name":"Introduction to Custom Dashboard"}]},{"@type":"WebSite","@id":"https:\/\/www.sogolytics.com\/help\/#website","url":"https:\/\/www.sogolytics.com\/help\/","name":"Sogolytics","description":"Sogolytics - Online Survey Tool","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.sogolytics.com\/help\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"}]}},"seo_meta_info":{"yoast_noindex":"","rankmath_noindex":"","yoast_title":"Build Custom Dashboards - Sogolytics","yoast_desc":"Build dashboards for actionable insights using templates or start fresh. Personalize your analytics. Get started today!","rankmath_title":"Introduction to Custom Dashboard","rankmath_desc":"Ever wish you could bring all of your most important data into one convenient view, sliced and diced in all the right ways to help&hellip;"},"_links":{"self":[{"href":"https:\/\/www.sogolytics.com\/help\/wp-json\/wp\/v2\/pages\/63879"}],"collection":[{"href":"https:\/\/www.sogolytics.com\/help\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.sogolytics.com\/help\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.sogolytics.com\/help\/wp-json\/wp\/v2\/users\/30"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sogolytics.com\/help\/wp-json\/wp\/v2\/comments?post=63879"}],"version-history":[{"count":12,"href":"https:\/\/www.sogolytics.com\/help\/wp-json\/wp\/v2\/pages\/63879\/revisions"}],"predecessor-version":[{"id":66222,"href":"https:\/\/www.sogolytics.com\/help\/wp-json\/wp\/v2\/pages\/63879\/revisions\/66222"}],"wp:attachment":[{"href":"https:\/\/www.sogolytics.com\/help\/wp-json\/wp\/v2\/media?parent=63879"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.sogolytics.com\/help\/wp-json\/wp\/v2\/categories?post=63879"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.sogolytics.com\/help\/wp-json\/wp\/v2\/tags?post=63879"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}