Create a New Dashboard & Add Charts

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Building a custom dashboard starts with creating a new dashboard page and adding the specific charts or graphs you want to see.

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Step 1: Create the Dashboard

1. Navigate to Intelligence (IQ): You will land on the Overview Dashboard by default.

2. Start New: Click the + button on the left Dashboard menu and select "Start from Scratch."

3. Name & Share: Enter a descriptive name (e.g., Merchandising Audit) and select your Sharing settings (Private, Public, User, or Group). Note: You can change this later.

4. Click Create: You will be redirected to your new, blank dashboard.

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Step 2: Add a Chart

Once your dashboard is created, you can start adding the specific charts or graphs you want to see.

1. Pick a Chart Type: From the list of options, click or drag a chart (like a Bar Chart or Gauge) onto your dashboard.

   • Not sure which one to pick? Check out our Choosing the Right Chart Type guide.
      

2. Enter the Chart Title: Use a name that users will understand, like "Daily Cafe Scores Over Time."
    

3. Select Your Data Source: Choose the type of information you want to view. This includes:
   - Records: Data from any Intouch product (Shop, Audit, Check, Survey).
   - Cases: Information regarding cases created in IQ.
   - Followups: Tasks created during Checks.

4. Select Your Products: If you selected Records as your source, you can choose to chart data from a single product or multiple products combined:
   - Single Product: Choose this if you are charting detailed program information (like specific question or section-level data). You can only chart one program at a time for this level of detail, so ensure you select the specific product associated with that program.
   - Multiple Products: Choose this for high-level data. Product scores, program scores, and record counts from multiple products can be charted together in a single view.

5. Click Create: This will open the Chart Builder, where you will define your Metric, Data Point, and Filters.

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Pro-Tip: Beyond Graphs

The Dashboard Editor isn't just for charts! You can also add Display Text for notes, Images for branding, or a Word Cloud for comments to make your dashboard more informative.

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Next Steps

Now that your dashboard is set up and a chart has been added, here are the next steps to complete your setup:

• Configuring Your Chart: Understand how to apply your selected metrics and data points to build a meaningful visualization.

• Data Filtering: Discover how to drill down into specific timeframes, locations, or programs to focus on the exact data you need.

• Chart Settings & Customization: Fine-tune the look and feel of your chart with custom colors, labels, and display options.