Pie Chart Widget

The Pie Chart widget displays data as slices of a circle, helping you understand how different categories contribute to the overall result.

You can use the Pie Chart to visualize Count, NPS, CSAT, or CES, depending on the selected data source and configuration. The widget supports Survey and Segments data sources, along with settings for display, value format, and theme.

1. Open your Customer Experience dashboard.
2. Click Add Widget.
3. Select Pie Chart.
4. Choose a data source: Survey or Segments.
5. Select the metric you want to display.
6. If you selected Survey, choose the required survey and configure the metric question or category options where applicable.
7. Configure the date range and widget-level filters.
8. Open the Settings tab to customize display options, value format, and theme.
9. Save the widget.

The Pie Chart supports the following data sources:

• Survey: Uses responses from one selected survey.
• Segments: Uses data from one or more selected segments.

The available metrics and configuration options depend on the selected data source.

When you select Survey, choose one survey and then select the metric you want to display.

Supported metrics are:

• Count
• NPS
• CSAT
• CES

Count is supported with a single survey source. For NPS, CSAT, or CES, select a qualifying metric question.

You can refine the results using the date range and widget-level filters.

When you select Segments, there is no survey picker. Select one or more segments whose data you want to visualize.

Supported metrics are:

• NPS
• CSAT
• CES

Count is not available with the Segments source. For supported metrics, values are calculated using responses in the selected segments. A separate metric question is not required.

• Count: Displays the response count for the selected survey data.
• NPS: Displays the Net Promoter Score calculated from the selected NPS data.
• CSAT: Displays the Customer Satisfaction score calculated from the selected CSAT data.
• CES: Displays the Customer Effort Score calculated from the selected CES data.

Count is available only with a single survey source. Average and Custom Metric are not supported by the Pie Chart.

For a Survey source, a metric question is required for NPS, CSAT, and CES:

• NPS: Select an NPS question or a question with the custom score type NPS.
• CSAT: Select a CSAT question or a question with the custom score type CSAT.
• CES: Select a CES question. Custom score types are not supported for CES.

Count does not require a separate metric question.

For a Segments source, a separate metric question is not required because the supported metric is calculated from responses in the selected segment or segments.

By default, the Pie Chart uses the dashboard date range.

To set a separate date range for the widget, enable Use widget date filter and choose one of these options:

• Last 7 days
• Last 30 days
• Last 90 days
• Last 365 days
• Custom date range

The default widget-specific date range is Last 30 days.

You can add up to 10 widget-level filter conditions. All conditions are applied together using an AND relationship.

Available filters depend on the selected data source and may include:

• Segment: Select one segment.
• Question: Select a question from the widget's survey, then choose the required answer options.
• Custom variable: Select Variable 1–100, then choose the required values.
• Survey: Available for widgets using the Segments source; select one or more surveys.

The widget date range is configured separately in the Configuration tab and does not count toward the 10-filter limit.

Dashboard filters apply to every widget on the dashboard. Widget-level filters can narrow the selected data, but they cannot expand it beyond the dashboard filter selection.

Dashboard filters can include:

• Date range
• Segments
• Custom variables
• Question responses
• Response status

You can configure up to 10 dashboard filters in addition to the date range. All applicable filters are applied together. When dashboard and widget filters affect the same data, only records that match both sets of conditions are included.

When Use widget date filter is enabled, the Pie Chart uses only the period shared by the dashboard date range and the widget date range.

If the date ranges do not overlap, the widget displays no data.

If the dashboard and widget filters produce no matching records, the Pie Chart displays an empty data state because no responses satisfy all applied conditions.

Use the Settings tab to customize the Pie Chart:

• Display: Configure the available chart display options.
• Value format: Choose how values are presented using the supported formatting options.
• Theme: Apply a dashboard theme or select a supported custom theme.

The available settings determine how the chart and its values are presented on the dashboard.

The value format setting controls how values are displayed in the Pie Chart.

Choose from the formatting options available for the selected metric to make the chart easier to read and interpret.

Yes. Use the Theme setting to customize the chart's visual appearance using the available theme options.

You can use the dashboard theme or select another supported theme to keep the chart consistent with your dashboard presentation.

• Count: Calculated from the survey responses that match the selected data and applicable filters.
• NPS: Calculated using the selected NPS metric question or the relevant responses from the selected segments.
• CSAT: Calculated using the selected CSAT metric question or the relevant responses from the selected segments.
• CES: Calculated using the selected CES question and its configured scale, or the relevant responses from the selected segments.

The displayed values reflect the data remaining after the applicable dashboard filters, widget filters, and date range have been applied.

A Pie Chart displays data as slices of a circle to help compare categories or values.

A Donut Chart uses a similar circular visualization but includes a central area that can display a centre label. Choose the widget based on the visual presentation that best supports your analysis.

• Choose a metric that directly supports your analysis objective.
• Use Count when analyzing response volume for a single survey.
• Select the correct metric question when displaying NPS, CSAT, or CES.
• Apply dashboard filters consistently across widgets.
• Use widget-level filters to focus on a specific survey, segment, or customer group where supported.
• Select a date range that matches the reporting period you want to analyze.
• Choose an appropriate value format to make the displayed values easy to interpret.
• Use a consistent theme to maintain a clear dashboard presentation.

Can I use Count with the Segments source?

No. Count is available only with a single survey source.

Can I use Average or Custom Metric in the Pie Chart?

No. The Pie Chart supports Count, NPS, CSAT, and CES.

Can I select multiple surveys with the Survey source?

No. The Survey source allows you to select one survey.

Do I need to select a metric question when using Segments?

No. The supported metric is calculated from responses in the selected segment or segments.

Can I customize the chart's appearance?

Yes. You can customize the available display options, value format, and theme in the Settings tab.

What happens if the dashboard and widget date ranges do not overlap?

The widget displays no data when the date ranges have no overlap.