Pinning Questions to Dashboard

When you pin a question, you're pinning that specific survey question, not the entire survey. This gives you granular control over which metrics appear on your dashboard. You can pin questions from different surveys to create a unified view of your customer experience performance.

Pinning works best with question types that produce numeric scores:

• NPS questions - Track your Net Promoter Score trends
• CSAT questions - Monitor customer satisfaction ratings
• CES questions - Measure customer effort levels
• Rating questions - Display average star ratings or numeric scales

To pin a question to your dashboard:

1. Navigate to Surveys in the main navigation
2. Open the survey containing the question you want to pin
3. In the survey builder, locate the question card
4. Click the Pin icon (usually a pin or star symbol) on the question card
5. The question is immediately pinned to your dashboard

The change takes effect instantly. You'll see a confirmation indicator on the question card showing it's now pinned.

All question types that generate measurable scores can be pinned. When you pin a question:

• NPS questions display your current NPS score
• CSAT questions show average satisfaction percentage
• CES questions present average effort scores
• Rating questions display average star or numeric ratings

Once pinned, questions appear as cards on your main dashboard. Each pinned question card displays:

The exact question text from your survey appears at the top of the card, making it easy to identify which metric you're viewing.

A circular progress gauge shows the average score for that question. This visual indicator provides an at-a-glance understanding of performance.

The total number of responses collected for this question, giving you confidence in the statistical significance of the score.

Cards automatically change color based on performance thresholds:

• Green - Scores above 80% indicate excellent performance
• Yellow - Scores between 60% and 80% suggest room for improvement
• Red - Scores below 60% require immediate attention

This color coding allows you to quickly scan your dashboard and identify problem areas without analyzing individual numbers.

To remove a question from your dashboard:

1. Navigate back to the survey containing the pinned question
2. Click the Pin icon again on the question card
3. The question is immediately removed from your dashboard

Your pinned questions automatically refresh on the dashboard when you make changes.

There is no system limit on how many questions you can pin. However, for optimal dashboard usability, we recommend pinning only your most critical metrics. Too many pinned cards can make your dashboard cluttered and reduce the effectiveness of at-a-glance monitoring.

Pinned questions are visible to all team members in your organization. When you pin a question, you're creating a shared view of important metrics for your entire team. This ensures everyone has visibility into the same key performance indicators.

Focus on pinning the metrics that directly tie to your business objectives:

• Service businesses - Pin CSAT and response time questions
• Product companies - Pin NPS and product satisfaction ratings
• Retail operations - Pin customer experience and likelihood to return

While you can pin unlimited questions, aim for 4-8 pinned metrics maximum. This keeps your dashboard scannable and ensures you actually monitor the pinned questions regularly. If you find yourself ignoring certain pinned cards, consider unpinning them.

Pin questions you want to track over time, not one-off diagnostic questions. For example, pin your monthly NPS question rather than a temporary survey about a specific event.

As your business priorities evolve, your pinned questions should too. Schedule quarterly reviews of your pinned metrics to ensure they still align with your current customer experience goals.

Use your dashboard's time and location filters in combination with pinned questions to analyze performance across different segments. For example, filter to a specific location to see how pinned metrics perform at that branch.

If you operate multiple locations, pin your core CSAT and NPS questions. Then use dashboard filters to compare performance across locations, identifying which sites need attention.

Pin different questions for different departments. Customer service teams might pin effort scores, while sales teams track satisfaction with the purchase process.

For leadership teams who need high-level visibility, pin your organization's top 3-5 customer experience metrics. This creates a single-screen view of customer sentiment.

If a pinned question card shows zero responses:

• Verify the survey is published and being sent to customers
• Check if the question is required (optional questions may have fewer responses)
• Ensure sufficient time has passed for responses to accumulate

Color coding is based on percentage scores. If you're using custom rating scales (e.g., 1-10 instead of 1-5), the percentage calculation may differ from your expectations. Review the actual average score to confirm accuracy.

If the pin option is unavailable:

• Ensure you have appropriate permissions to edit the survey
• Verify the question type supports pinning (open-text questions cannot be pinned)
• Check that the question has been saved to the survey first

For additional help with dashboard features, see Understanding Your Dashboard.