Skip to main content

Build a custom dashboard

Build a custom dashboard when you want a single page that combines numbers from one or more surveys. The flow is: create the dashboard, add widgets one at a time, save the layout, share the link.

Step 1. Create a new dashboard​

  1. In the left sidebar, open Dashboards.
  2. Under the Custom section, click the + icon.
  3. The Create dashboard dialog opens.
  4. Enter a Dashboard name (up to 80 characters).
  5. Click Next.

The dialog moves to the widget picker. Pick at least one widget to create the dashboard. You will land on the new dashboard page as soon as the first widget is saved.

Step 2. Pick a widget​

The widget picker shows the five widget types available in PollPe:

  • 90 Day Average
  • Satisfaction Score
  • Response Over Time
  • Question Completion
  • Net Promoter Score

Click the widget you want. The dialog switches to the configuration step with the Selected widget thumbnail on the left.

Which widget to pick​

If you want to see...Pick this widgetQuestion or survey you need
A headline number from a rating questionSatisfaction ScoreOne rating question
An NPS gauge with promoter / passive / detractor splitNet Promoter ScoreOne NPS scale question
The trend of a rating, NPS, or numeric question over 90 days90 Day Averagerating, likert, NPS, number, or slider
How response volume on a survey changes over timeResponse Over TimeOne survey
The completion rate of a specific questionQuestion CompletionOne question in one survey

If you do not see the widget you expect, it is not available in PollPe yet. Old mockups sometimes show widgets like Pie Chart or Sentiment Analysis. They are not enabled.

Step 3. Configure the widget​

  1. Enter a Widget title. This is the text that shows above the chart on the dashboard. Up to 80 characters.
  2. Click Add question (or Add survey for Response Over Time and Question Completion).
  3. The dropdown changes to Select question or Select survey.
  4. Type to search. Only questions or surveys compatible with the chosen widget are shown.
  5. Click a row to add it. For survey-pick widgets that take one survey (Question Completion), picking a new survey replaces the previous one. For question-pick widgets, you can add as many as the widget supports.

Selected items appear as cards below the picker. Remove one with the trash icon on its card.

The footer shows X of Y selected so you can tell how many compatible items exist for the widget you picked.

When you are done, click Add widget.

Step 4. Arrange the layout​

The dashboard uses a 12-column grid. Each widget defaults to a width of 6 columns (half the row) and a height of 4 rows.

  • Move a widget. Hover the widget, grab the drag handle that appears, and drop it where you want. The grid reflows automatically. Widgets are placed left to right and wrap to the next row when the row fills up.
  • Add another widget. Click Add widget in the top right. The same flow runs: pick a widget, configure it, save.
  • Edit a widget. Open the widget menu and choose Edit. The same modal opens with the current values.
  • Delete a widget. Open the widget menu and choose Delete. A confirmation dialog appears. Confirm to remove it. There is no undo.

Layout changes are saved automatically after each drag.

Step 5. Set the date range​

At the top of the dashboard, click the Pick date field. Pick a range with the calendar picker. The range applies to every widget on the dashboard. There is no per-widget date filter today.

Clear the range by clicking the small clear button on the input. With no range set, each widget uses its own default window (for example, 90 Day Average always looks at the last 90 days).

Step 6. Share the dashboard​

To send the dashboard to someone who is not in your workspace:

  1. Click the Share icon (chain link) in the top right of the dashboard.
  2. The Share Link dialog opens.
  3. Click Generate Link.
  4. The link appears in a read-only field. Click Copy to copy it.

The link looks like /dashboard/view/<dashboardId>. Anyone with the link can open the dashboard read-only. They cannot edit anything, see other dashboards, or see any other part of your workspace.

To stop sharing, open the same dialog and click Revoke Link, then confirm Yes, Revoke in the next step. After revoke, the public URL returns an Access Denied screen. You can generate a fresh link any time.

Step 7. Rename or delete the dashboard​

In the left sidebar, hover the dashboard row in the Custom section and open the three-dot menu:

  • Rename opens the dashboard dialog with the current title. Save to update.
  • Delete opens a confirmation. Confirm to delete the dashboard, its widgets, and any active share link. This cannot be undone.

Tips on dashboard structure​

  • One dashboard per audience, not per survey. Build a Leadership KPIs dashboard with the three numbers your CEO asks about. Build a Support team weekly dashboard with CSAT and Response Over Time. Resist the urge to clone Survey Summary.
  • Keep titles short. NPS this quarter reads faster than Net Promoter Score for All Onboarded Customers in Q3 2026.
  • Pair Response Over Time with a metric widget. Volume next to a quality number tells a more honest story than either alone.
  • Use Question Completion to surface drop-off. A low completion rate on a mid-survey question is usually the question that needs rewriting.
  • Build one shared link, not many. Send the same dashboard URL to everyone who needs the view. Revoke and regenerate if the audience changes.

Contents