Configuring Your Chart – IntouchIntelligence

After you create a new chart and select your product, you will enter the Chart Builder. This is where you define exactly what information your chart will display.

Path A: For Display Text, Images, NPS, and Record Lists

These chart types are specialized. Instead of building from raw data points, you simply select your content:

Select Your Content: In the Content tab, upload your image, type your text, or select the specific NPS question or Record List you want to display.
Update Settings: Head to the Settings tab to handle sizing and titles.
Save: Click Save to add it to your dashboard.

Adding a Record List

Adding Display Test

Path B: For All Other Data-Driven Charts

For most charts (Bar, Line, Pie, etc.), you are building a visualization from your data using the Data & Metrics tab.

1. Define Your Metric

Metrics are the quantitative (numeric) values you want to measure. Look for the [1] icon in the left menu.

Find & Add: Search for and click the metric you wish to chart.
Refine & Format: Once added, you can customize the metric:
- Summarize: Use the dropdown to set the calculation to Average, Min, Max, or Sum.

Rename: Click the label text to type a custom name.

Color: Click the filled box to change the metric's color.

Format: Click the triple-dot menu to set decimal places or add a percentage, currency, etc.

Metric Reference Guide

Category	Metric Name	Description
Scores	Question Score Percentage	The percentage score achieved for a specific question (Points Earned / Points Possible). Select this when you want to see the performance of a single question as a standard 0-100% grade.
	Question Score Total	The total points possible for the question. Unanswered or unscored questions are excluded. Select this when you want to see how much "weight" or how many points were available to be earned for a specific question.
	Question Score Value	The raw numeric points awarded for the selected question response. Select this when you want to view the actual number of points earned on a specific question.
	Question Tag Score Percentage	The percentage score for a group of questions sharing a specific tag. Select this when you want to review the overall 0-100% performance of questions grouped by a shared tag.
	Question Tag Score Value	The total raw points awarded for all questions within a specific tag. Select this when you want to calculate the total raw points earned across a tagged group of questions.
	Question Weighted Score Percentage	The question score adjusted by its assigned weight in the form configuration. Select this when you want to view a question's score after its custom weight has been factored in.
	Record Score Percentage	The overall percentage score for the entire record. Select this when you want to report on the final 0-100% overall grade for a complete submission. (Note: If weighted scoring is enabled, this automatically reflects the weighted calculation).
	Record Score Total	The sum of all possible points for the entire record based on answered questions. Select this when you want to determine the maximum number of points that were possible for the entire submission.
	Record Score Value	The total sum of points awarded for all selected responses in the record. Select this when you want to see the total raw points earned across the entire submission.
	Record Weighted Score Percentage	This is a recalculated score used when different parts of a form are "worth" more than others. Instead of every question having equal value, the system calculates the score based on the weight of the category. For Shop/Audit, it calculates each Section % independently, multiplies it by the section's weight, and totals them (e.g., Cleanliness is 60%, Service is 40%). For Surveys, it calculates the score based on Tags (e.g., Wait Time is weighted more heavily than Atmosphere). Math: (Section 1% × Weight) + (Section 2% × Weight) / 100. Select this when you want to report on the overall score when specific categories in your form carry a heavier weight than others.
	Section Score Percentage	The percentage score achieved within one specific section of the form. Select this when you want to view the 0-100% grade for one specific section of your form.
	Section Score Total	The total points possible within the selected section. Select this when you want to see the maximum number of points available within a specific section.
	Section Score Value	The total points awarded (earned) within the selected section. Select this when you want to report on the raw points earned within a specific section.
	Section Weighted Score Percentage	Scales the section’s raw score based on its "importance" to the total record. Select this when you want to see exactly how many points a specific section contributed to the final 100% record score.
Date and Time	Duration in Seconds	The total time elapsed between the Start Date and Finish Date (excluded for External Data). Select this when you want to calculate the average time it takes respondents or auditors to complete your form.
Sentiment	Question Sentiment Score	The numeric tone of a specific question response, ranging from -1 (Negative) to +1 (Positive). Select this when you want to quantify the specific tone of a single open-ended response on a numeric scale.
	Record Sentiment Score	This is the average of all individual Question Sentiment Scores within a single record. It provides a numeric value ranging from -1 (Extremely Negative) to +1 (Extremely Positive) to represent the overall tone of the submission. Select this when you want to calculate the overall average numeric tone of an entire submission.
General	Question Response Selection Rate	How often a specific answer was selected as a percentage of total responses to that question. Select this when you want to see the distribution of answer choices (e.g., what percentage of people chose "Yes" vs. "No").
	Question Value	The raw numeric value associated with a specific question response (e.g., the number "5" in a 1-5 scale). Select this when you want to calculate numeric averages based directly on the answer's assigned number.
	Record Count	The total number of individual records or submissions. Select this when you want to track the total volume of submissions, responses, or audits completed.
Check	Followup Count	The total number of followup action items associated with the data. Select this when you want to report on the volume of required follow-ups triggered by your checks or audits.

2. Assign a Data Point

Data Points are the qualitative categories used to "slice" your metrics. This determines what appears on your chart's axes or legends.

Implementation Tip: You can use the search bar to help locate the item.

Selection & Drill-Downs: Click a Data Point from the menu. Depending on the item selected (like "Hierarchy" or "Question Responses"), you may be prompted with a drill-down menu to make specific selections. In these cases, you can select multiple options, though you may need to proceed through the menu several times to capture everything you need.

Customization: * Rename: Click the Data Point Label text to update the name (e.g., change "Hierarchy" to the location name).

Change Color: Click the Left Color Box next to the label to change the color for that specific data segment.

The "One Type" Rule: You can select multiple items within a single category, but you can only select one type of data point per chart (e.g., you cannot mix "Hierarchy" and "Questions" on the same axis).

Data Point Reference Guide

Category	Data Point Name	Description
Date and Time	Created Date	The timestamp for when the record first arrived on our servers. Select this when you want to segment data by exact system ingestion times.
	Custom Reporting Period	A user-defined timeframe or group of periods. Select this when you want to align your chart with these customized reporting periods.
	Document Date	The primary reporting date (visit finish date for Shops, submit date for Checks/Surveys). Select this when you want to report based on the primary date the event occurred or was submitted.
	Finish Date	The specific date the end-user clicked submit on their device. Select this when you want to view data based strictly on the exact submission date.
	Received Date	The date the record was last ingested. Select this when you want to group data by when records were last modified or re-imported.
	Start Date	The date the record was initiated (e.g., when a respondent first accessed the survey URL or an auditor clicked "Check Now"). Select this when you want to view data based on when the record was first started.
Hierarchy	Hierarchy	The primary levels of your organizational structure. Select this when you want to break down data by levels like Region, District, or Store.
	Hierarchy Attribute Label	The "Key" in a key/value pair assigned to a location (e.g., the "AnnualRevenue" part of AnnualRevenue:200000). Select this when you want to group locations by this specific attribute name.
	Hierarchy Attribute Value	The "Value" in a key/value pair assigned to a location (e.g., the "200000" part of AnnualRevenue:200000). Select this when you want to segment data by the specific value of a location attribute.
	Hierarchy Tags	Metadata labels assigned to locations, often used to indicate specific features like "Drive-Thru" or "Car Wash." Select this when you want to group locations sharing specific tags.
General	Product	The source product of the record: Shop, Audit, Check, Survey, or External Data. Select this when you want to segment data by these specific product types.
	Program	The title of the form used when collecting data. This is the custom name you assigned to your specific setup. Select this when you want to analyze data for a specific checklist, survey, mystery shop, audit, or external data source.
	Question	A specific question pulled directly from your form (checklist, survey, mystery shop, etc.). Select this when you want to analyze the data for a single question or compare the results of multiple specific questions side-by-side in your chart.
	Question Response Label	The text of the answer selected. Select this when you want to group your chart by the actual answers given.
	Question Response Value	The numeric value assigned to a response. Select this when you want to segment data by the underlying numeric score or value of the answers.
	Question Tags	Metadata labels used to group questions. Select this when you want to evaluate aggregated performance for questions sharing the same tag.
	Record Tags	Labels applied to a full record for classification. Select this when you want to segment overall submissions by their assigned tags.
	Section	A specific section within your checklist, survey, mystery shop, or other product setup. Select this when you want to break down performance by specific sections across any of our products.
	Submission Language	The language a respondent selected. Select this when you want to view responses based on the submission language.
Sentiment	Keywords	(Shop/Audit/Survey only, if enabled) Each open text response processed with Sentiment Analysis generates sentiment keywords. This combines all question keywords at the record level. Select this when you want to view data by the overarching subjects mentioned across all open text in a full submission.
	Question Keywords	(Shop/Audit/Survey only, if enabled) The extracted words taken from the respondent's input, assumed to be the subject of their sentiment (a person, thing, or situation). Select this when you want to filter or group by the specific subjects extracted from a single question's open-text response.
	Question Sentiment Label	(Shop/Audit/Survey only, if enabled) The classification of the respondent’s tone: Negative, Neutral, or Positive. Select this when you want to group a question's responses by their tone category.
	Record Sentiment Label	(Shop/Audit/Survey only, if enabled) Based on the Record Sentiment Score. If the Record Sentiment Score is less than 0, the Sentiment label will be ‘Negative’. If the Record Sentiment Score is equal to 0, the Sentiment label will be ‘Neutral’. If the Record Sentiment Score is greater than 0, the Sentiment label will be ‘Positive’. Select this when you want to group entire submissions by their overall tone.
Geographical	Location / City / Country	The location name, city, or country of the specific site. Select this when you want to segment data by location, city, or country.
	Location Region	The broader geographical area. Select this when you want to view data by geographical region.
	Timezone	The local timezone of the location. Select this when you want to segment data by time zone.
	Zip/Postal Code	The specific zip/postal code. Select this when you want to group data by postal code.
Survey	Contact Fields	Metadata about the person contacted (Email, Name, Language, Phone). Select this when you want to segment survey results by these contact details.
	Contact Lists	The specific distribution lists the contact belongs to. Select this when you want to view data based on specific distribution lists.
	Distribution Name / Type	The name of the campaign and the method used. Select this when you want to segment data by distribution method or campaign name.
	IP Address / User Agent	The IP address and device/browser info. Select this when you want to segment records by the IP address or device used to submit them.
Shop	Cycle	The defined date period associated with the Record. Select this when you want to report on a specific Mystery Shop cycle.
	Group	The specific subgroup within a Cycle. Select this when you want to break down data by subgroups within a shop cycle.
Check	Checked by	The name of the specific user who performed the Check. Select this when you want to segment data by the specific Checker.
	Outcome Label	The final status or result of the Check. Select this when you want to group Checks by their final result, such as Pass or Fail.

3. Refine with Filters

To narrow your results further (e.g., to a specific date range), use the Filters tab. Click here to learn how to configure filters.

4. Customize Your Settings

Switch to the Settings tab to adjust chart size, add a title, and set goal lines (Plot Lines). Click here for the full Chart Settings dictionary.

5. Save Your Changes

Review the live preview in the center. If it looks correct, click Save.

Good to Know

Dashboard Limits: You can add up to 30 data charts per dashboard.
Bonus Space: Image and Text widgets do not count toward your 30-chart limit.
Experiment: Don't be afraid to try different combinations! You can always edit a chart later if the visualization isn't quite right.

Need a Hand?

If you're having trouble finding the right data point or getting your chart to display exactly how you want it, our Support team is here to help! Send us a message at support@intouchinsight.com.

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