{"id":63891,"date":"2024-12-03T12:51:11","date_gmt":"2024-12-03T12:51:11","guid":{"rendered":"https:\/\/www.sogolytics.com\/help\/?page_id=63891"},"modified":"2026-04-23T07:45:41","modified_gmt":"2026-04-23T07:45:41","slug":"how-to-build-a-custom-dashboard","status":"publish","type":"page","link":"https:\/\/www.sogolytics.com\/help\/how-to-build-a-custom-dashboard\/","title":{"rendered":"How to Build a Custom Dashboard"},"content":{"rendered":"<p>Custom Dashboards empower understanding by showcasing all of your most important data in a single view, streamlining analysis and enhancing collaboration.<\/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;\">\r\n<div class=\"line\"><\/div>\r\n<div class=\"line\"><\/div>\r\n<div class=\"line\"><\/div><\/div>\r\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\/kz2oxQZE35Q?rel=0\" src=\"\" width=\"100%\" height=\"339\" data-animate=\"fadeMaxUp animated\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/div>\n<p>&nbsp;<\/p>\n<p>Create your first Custom Dashboard by following the steps below.<\/p>\n<ol>\n<li>Select <strong>Dashboards<\/strong> from the left panel on the Home screen.<\/li>\n<li>Choose <strong>Custom Dashboard<\/strong> from the dropdown menu. <img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2026\/04\/CDOpt1.png\"\/> <\/li>\n<li>Click on <strong>Create Dashboard<\/strong>.<img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2024\/12\/Create-Dashboard.png\"\/><\/li>\n<li>Enter the desired title and description in the dialogue box, then click <strong>Create<\/strong>. These details can be edited later. <img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2024\/12\/CDDescp1.png\"\/><\/li>\n<li>Select a widget of your choice and drag it onto the canvas. For more information on widgets, <a href=\"\/help\/introduction-to-widgets\/\">click here.<\/a><br \/>\n<img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2024\/12\/AddWid1.gif\"\/><\/li>\n<div class=\"sogo-help-info-box\"><i class=\"fal fa-info-circle\"><\/i><\/p>\n<p class=\"sogo-info-text\">Widget sizes range from a minimum of 6&#215;4 to a maximum of 24&#215;24, with the default widget size being 12&#215;6. You can resize widgets by clicking and dragging the lower-right corner to expand or shrink them.<\/p>\n<\/div>\n<li>The default data source is set to <strong>Project<\/strong>. Once the widget is placed, a project selection dropdown will appear. For CX\/EX projects, <strong>Tags<\/strong> is also available as a data source.<\/li>\n<li>Choose the desired project and the display parameters. You can select either Questions, Metadata, or Directory associated with the chosen project to display the widget data. <img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2024\/12\/Widset1.gif\"\/><\/li>\n<li>Utilize the widget settings for customization. You can make these changes now or revisit later. Learn more about each widget type in the <a href=\"\/help\/introduction-to-widgets\/\">Widget<\/a> section.<\/li>\n<li>Click <strong>Save<\/strong>, and the widget will display data on the canvas. <\/li>\n<li>Repeat the process to add more widgets. See the image below for an example of a Dashboard with various widget types and sizes.<br \/>\n<img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2024\/12\/CDDash1.png\"\/><\/li>\n<li>View only responses received by using the time period filter in the top left corner. By default, All Time is selected. <\/li>\n<li>Use the filter icon in the top right corner to further refine your view based on various attributes. For more details on filters, <a href=\"\/help\/filters-in-custom-dashboard\/\">click here.<\/a><\/li>\n<li>Explore additional controls under the three dots in the top right corner under <a href=\"https:\/\/www.sogolytics.com\/help\/dashboard-options\/\">Dashboard Options.<\/a><\/li>\n<li>Love your Dashboard and want to share unique slices with relevant groups? Learn more about <a href=\"https:\/\/www.sogolytics.com\/help\/segmentation-in-custom-dashboard\/\">Dashboard-Level Segmentation.<\/a><\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>Custom Dashboards empower understanding by showcasing all of your most important data in a single view, streamlining analysis and enhancing collaboration. &nbsp; Create your first Custom Dashboard by following the steps below. Select Dashboards from the left panel on the Home screen. Choose Custom Dashboard from the dropdown menu. Click on Create Dashboard. Enter the desired title and description in the dialogue box, then click Create. These details can be edited later. Select a widget of your choice and drag it onto the canvas. For more information on widgets, click here. Widget sizes range from a minimum of 6&#215;4 to a maximum of 24&#215;24, with the default widget size being 12&#215;6. You can resize widgets by clicking and dragging the lower-right corner to expand or shrink them. The default data source is set to Project. Once the widget is placed, a project selection dropdown will appear. For CX\/EX projects, Tags is also available as a data source. Choose the desired project and the display parameters. You can select either Questions, Metadata, or Directory associated with the chosen project to display the widget data. Utilize the widget settings for customization. You can make these changes now or revisit later. Learn more about each widget type in the Widget section. Click Save, and the widget will display data on the canvas. Repeat the process to add more widgets. See the image below for an example of a Dashboard with various widget types and sizes. View only responses received by using the time [&hellip;]<\/p>\n","protected":false},"author":30,"featured_media":0,"parent":0,"menu_order":52,"comment_status":"closed","ping_status":"closed","template":"sogo_new_design.php","meta":{"footnotes":""},"categories":[449],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.7.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Build a Custom Dashboard | Sogolytics<\/title>\n<meta name=\"description\" content=\"Learn more about how to build a Custom Dashboard to empower your analysis, boost your collaboration, and uncover actionable insights. Get started with this game-changing feature 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\/how-to-build-a-custom-dashboard\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Build a Custom Dashboard | Sogolytics\" \/>\n<meta property=\"og:description\" content=\"Learn more about how to build a Custom Dashboard to empower your analysis, boost your collaboration, and uncover actionable insights. Get started with this game-changing feature today!\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.sogolytics.com\/help\/how-to-build-a-custom-dashboard\/\" \/>\n<meta property=\"og:site_name\" content=\"Sogolytics\" \/>\n<meta property=\"article:modified_time\" content=\"2026-04-23T07:45:41+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\/how-to-build-a-custom-dashboard\/\",\"url\":\"https:\/\/www.sogolytics.com\/help\/how-to-build-a-custom-dashboard\/\",\"name\":\"How to Build a Custom Dashboard | Sogolytics\",\"isPartOf\":{\"@id\":\"https:\/\/www.sogolytics.com\/help\/#website\"},\"datePublished\":\"2024-12-03T12:51:11+00:00\",\"dateModified\":\"2026-04-23T07:45:41+00:00\",\"description\":\"Learn more about how to build a Custom Dashboard to empower your analysis, boost your collaboration, and uncover actionable insights. Get started with this game-changing feature today!\",\"breadcrumb\":{\"@id\":\"https:\/\/www.sogolytics.com\/help\/how-to-build-a-custom-dashboard\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.sogolytics.com\/help\/how-to-build-a-custom-dashboard\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.sogolytics.com\/help\/how-to-build-a-custom-dashboard\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.sogolytics.com\/help\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"How to Build a 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":"How to Build a Custom Dashboard | Sogolytics","description":"Learn more about how to build a Custom Dashboard to empower your analysis, boost your collaboration, and uncover actionable insights. Get started with this game-changing feature 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\/how-to-build-a-custom-dashboard\/","og_locale":"en_US","og_type":"article","og_title":"How to Build a Custom Dashboard | Sogolytics","og_description":"Learn more about how to build a Custom Dashboard to empower your analysis, boost your collaboration, and uncover actionable insights. Get started with this game-changing feature today!","og_url":"https:\/\/www.sogolytics.com\/help\/how-to-build-a-custom-dashboard\/","og_site_name":"Sogolytics","article_modified_time":"2026-04-23T07:45:41+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\/how-to-build-a-custom-dashboard\/","url":"https:\/\/www.sogolytics.com\/help\/how-to-build-a-custom-dashboard\/","name":"How to Build a Custom Dashboard | Sogolytics","isPartOf":{"@id":"https:\/\/www.sogolytics.com\/help\/#website"},"datePublished":"2024-12-03T12:51:11+00:00","dateModified":"2026-04-23T07:45:41+00:00","description":"Learn more about how to build a Custom Dashboard to empower your analysis, boost your collaboration, and uncover actionable insights. Get started with this game-changing feature today!","breadcrumb":{"@id":"https:\/\/www.sogolytics.com\/help\/how-to-build-a-custom-dashboard\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.sogolytics.com\/help\/how-to-build-a-custom-dashboard\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.sogolytics.com\/help\/how-to-build-a-custom-dashboard\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.sogolytics.com\/help\/"},{"@type":"ListItem","position":2,"name":"How to Build a 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":"How to Build a Custom Dashboard | Sogolytics","yoast_desc":"Learn more about how to build a Custom Dashboard to empower your analysis, boost your collaboration, and uncover actionable insights. Get started with this game-changing feature today!","rankmath_title":"How to Build a Custom Dashboard","rankmath_desc":"Custom Dashboards empower understanding by showcasing all of your most important data in a single view, streamlining analysis and enhancing collaboration. [yt_iframe_viewport_code src=\"https:\/\/www.youtube.com\/embed\/kz2oxQZE35Q\"] &nbsp; Create&hellip;"},"_links":{"self":[{"href":"https:\/\/www.sogolytics.com\/help\/wp-json\/wp\/v2\/pages\/63891"}],"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=63891"}],"version-history":[{"count":23,"href":"https:\/\/www.sogolytics.com\/help\/wp-json\/wp\/v2\/pages\/63891\/revisions"}],"predecessor-version":[{"id":66239,"href":"https:\/\/www.sogolytics.com\/help\/wp-json\/wp\/v2\/pages\/63891\/revisions\/66239"}],"wp:attachment":[{"href":"https:\/\/www.sogolytics.com\/help\/wp-json\/wp\/v2\/media?parent=63891"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.sogolytics.com\/help\/wp-json\/wp\/v2\/categories?post=63891"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.sogolytics.com\/help\/wp-json\/wp\/v2\/tags?post=63891"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}