There are three primary classifications of dashboards within the Intelligence (IQ) platform. Your available views depend on your organization's enabled products and your specific user permissions.
Standard Dashboards (Static):
Standard Dashboards are ready-to-use reporting views available to all customers with IQ reporting.
While the format and content of these dashboards are fixed, please note the following regarding their availability:
Organization Limits: Your available dashboards are based on the specific products and features your organization has enabled.
User Access: Individual user views are limited to the specific products and features they have been granted permission to access.
Functionality: Most standard dashboards support features such as Global Filters, Favoriting, PDF Downloads, and Subscribing. Some dashboards also provide specific selection options for programs or locations.
| Dashboard | Availability | Details |
| Overview Dashboard | All users with at least 1 product. | The default landing page providing high-level insights into overall program scores and record counts from the last 30 days. |
| Hierarchy Summary | All users with at least 1 product. | View average scores and record counts across your entire organization or drill down into specific hierarchy branches. This dashboard allows you to analyze all products and programs combined or filter by individual programs. |
| Question Summary | All users with at least 1 product. | Provides a high-level view of average scores and record counts, alongside a detailed breakdown of individual question responses. |
| Case Management Dashboard | Organizations with the Case Management feature. | A specialized view to track and manage the status of Open, In Progress, Resolved, and Canceled cases, supported by various charts and tables to help manage your workflow. |
| Product Dashboards (Audit, Check, Shop, Survey, External) | Users with access to the specific product. | Product-specific snapshots that include various widgets, graphs, and tables tailored to that specific data type. |
| Location Dashboard | All users with at least 1 product. | A focused dashboard providing a snapshot of performance data at the specific location level. |
| Media Gallery Dashboard | All users with at least 1 product. | Centralizes all media (photos, audio, video) attached to records. Use filters to view media associated with specific questions. |
| Sentiment Dashboard | Organizations with 'Sentiment Analysis' enabled; requires user access to IntouchShop and/or IntouchSurvey. | Displays aggregate sentiment results for all supported programs. Data can be easily refined to a specific product or program using global filters. |
Standard Dashboards (Configurable):
Configurable Dashboards are available to all customers with IQ reporting. While the layout of these dashboards is fixed, the specific data points included are defined by the creator.
Creation & Sharing: Administrators and users with Advanced Intelligence permissions can create and share these dashboards with others.
Multiple Versions: You are not limited to one view; multiple versions of each dashboard type can be created and shared to meet different reporting needs.
Viewer Access: Standard users can access only the specific views that have been shared with them by an Admin or Advanced user.
Functionality: Most configurable dashboards support Global Filters, Favoriting, PDF Downloads, and Subscribing.
| Dashboard | Availability | Details |
| Performance Trend |
Created by: Admins / Advanced IQ Viewable by: All users (if shared) |
Allows the creator to select specific metrics (counts or scores) for products, programs, or questions to track performance over time. |
| Comments Dashboard |
Created by: Admins / Advanced IQ Viewable by: All users (if shared) |
Provides quick access to customer and shopper open-text feedback by consolidating specific questions from across multiple programs. |
| Hierarchy Comparison |
Created by: Admins / Advanced IQ Viewable by: All users (if shared) |
Allows the creator to select specific metrics (counts or scores) for products, programs, sections, questions, or tags. Users can view performance changes over a specific time period while comparing two separate hierarchy segments (Primary and Benchmark). |
Custom Dashboards:
Custom Dashboards are available to customers with the Custom Dashboards reporting add-on.
Creation & Sharing: Administrators and users with Advanced Intelligence permissions can create and share these dashboards with other users.
Format & Content: The format and contents of each dashboard are configured by the creator, as each dashboard is built chart-by-chart.
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Functionality: Features such as Global Filters, Favoriting, PDF Downloads, and Subscribing are available on custom dashboards.
Example: Company Benchmarking
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