Creating your first charts
From the NPS template to a shareable dashboard, with three hands-on CX use cases.
Charts
Charts live under Analyze → Analysis. Each chart is a query plus a visualization config.Available chart types
You can build a chart in two ways:
Manual builder
Pick a Feedback Dataset, choose dimensions and measures (count of records, average NPS, …), apply filters, and select a chart type. Live preview updates as you tweak.AI builder
Describe what you want in natural language (“Average NPS by month over the last 90 days”) and Formbricks generates the Cube query for you. You can edit the result in the manual builder afterwards. The AI builder requires Smart functionality (AI) to be enabled at the organization level and a configured AI provider. See AI Features.Dashboards
Dashboards live under Analyze → Analysis, alongside charts. Each dashboard is a grid you can resize and arrange. From a dashboard you can:- Create a new chart inline and have it added automatically.
- Add existing charts.
- Reorder and resize widgets.
- Duplicate a chart for a quick variation.
- Delete a widget (the underlying chart stays in the workspace).
Permissions
- Owners, Managers, and members with Manage or Read & Write access can create and edit dashboards and charts.
- Members with Read access can view dashboards and charts but cannot edit them.
Requirements
- A Feedback Dataset linked to your workspace.
- At least one Feedback Source writing into it - a dataset with no source stays empty.
- Workspace access to that dataset.