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Choose Dashboard Widgets that answer your question

Select widgets based on the decision or analytical question the dashboard needs to support.

Journey Insights Hub Dashboard includes many Widget options, but you do not need to use all of them. Begin with the question you want to answer, then choose the smallest combination of widgets that provides the necessary context, finding and evidence.

Choose a Widget group

Widget group

Use it to understand

Text Box

What context the audience needs to interpret the dashboard

Project

What data is included, how numeric results are distributed, and how text analysis project metrics vary across metadata

AI Generated Widgets

What themes, changes, comparisons, or direct answers the AI Assistant identifies

Volume

Which concepts are common, changing, or concentrated within a group

Sentiment

How topics are discussed and how sentiment changes

Drivers

Which concepts are associated with higher or lower numeric outcomes

NPS Widgets

How NPS is distributed, changing, or different across groups

The available widgets may depend on the text analysis project’s data and configuration.

Show text analysis project context

Project widgets provide the quantitative and metadata context surrounding the text analysis. Representative options include:

  • Average Score for an overall numeric result

  • Average Score over time for a trend

  • Number Metadata Breakdown for comparing numeric fields across groups

  • Qualitative Metadata Breakdown for showing the distribution of categorical values

  • Metadata Concept Volume for comparing topic reach across metadata

  • Metadata Sentiment Breakdown for comparing sentiment across metadata

  • Metadata Drivers Breakdown for comparing Drivers across metadata

Use these widgets when the audience needs to understand the size, composition, or scope of the data before interpreting the qualitative findings.

Use AI-generated widgets

AI-generated widgets can summarize the text analysis project, compare selected groups, or answer a focused question.

AI-generated summary

Use an AI-generated summary for a high-level overview of the entire text analysis project or a selected metadata breakdown. Place it near the beginning of the dashboard when the audience needs a concise introduction to the main findings.

AI-generated comparison summary

Use an AI-generated comparison summary when the main question involves differences between groups or periods. Place it beside the relevant comparison visualization so viewers can review the generated explanation alongside the supporting values.

AI prompt

Use an AI prompt widget when a general summary is too broad and you need an answer to a specific question, such as:

  • What are the most common problems?

  • How do experiences differ between the selected products?

  • What changed in negative feedback during this period?

  • What do customers value most about the service?

Write a focused question that can be answered using the records in the text analysis project. Avoid requesting external information or instructions for using the Journey Insights Hub interface.

Movement widgets

Widgets such as Largest Concept Movement, Largest Net Sentiment Movement, and Largest Drivers Movement help identify what changed between configured periods or baselines.

Use them for recurring reporting, product launches, operational changes, or other analyses where movement matters more than a single overall result.

Validate important changes against the applicable feature and source records.

Compare concept reach

Use Volume widgets when you need to show how widely topics appear.

Representative options include:

  • Volume for an overall concept comparison

  • Volume Over Time for trends

  • Share of Voice Over Time for comparing how topics contribute to the conversation

  • Share of Voice Over Time – Bubble for showing topic prominence through bubble size and color saturation

  • Compare Segments for an A/B comparison using bars or a scatter plot

  • Compare Periods for comparing concept volume between periods

  • Outlier Percentage for drawing attention to concepts outside an expected pattern

Use an active concept list when the dashboard should monitor an established set of business themes.

Show sentiment

Use Sentiment widgets to show how people discuss selected concepts.

Representative options include:

  • Sentiment for concept-level positive, negative and neutral results

  • Sentiment Over Time for changes in sentiment

  • Overall Sentiment for a high-level sentiment view

Always consider sentiment together with concept volume. Strong sentiment based on few matches should not be presented as equivalent to a pattern supported by a large portion of the text analysis project.

Show association with outcomes

Drivers widgets connect concepts with a numeric outcome.

Representative options include:

  • Drivers Difference from Average for showing how concept-associated scores differ from the text analysis project average

  • Drivers Over Time for tracking changes in those relationships

  • Impact Score for presenting configured concept impact

  • Impact Score Comparison for comparing impact across groups or periods

Drivers widgets require a suitable numeric field. Describe the selected outcome clearly and avoid presenting association as causation.

Add NPS analysis

NPS widgets can show the current score, distribution, comparison, or trend.

Standard NPS categories are:

  • Detractors: Scores 0–6, displayed in red

  • Passives: Scores 7–8, displayed in grey

  • Promoters: Scores 9–10, displayed in blue

NPS widgets do not require a date field unless the selected widget analyzes NPS over time.

Include supporting records

Use Records View to show records behind a finding. Records can give the dashboard necessary qualitative context, but do not select a quotation only because it is dramatic. Confirm that it reasonably represents the wider pattern.

Build a balanced dashboard

A useful dashboard often combines:

  • One context widget

  • One summary or headline metric

  • One comparison or trend

  • One qualitative analysis widget

  • One source-evidence or explanatory element

Choose widgets because they work together to answer the dashboard’s question.

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