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Strategic Dashboard Overview

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Knowledgebase

Strategic Dashboard Overview

7

Strategic Dashboard – Quick Start Guide
Strategic Dashboard overview
How to get a Strategic Dashboard
How to login to the Strategic Dashboard
How to navigate between pages and dashboards
How to add new users and manage users
View a sample Strategic Dashboard

App Settings

10

App Settings page overview
How to access the App Settings page
How to change the district name and a dashboard name
How to add and delete dashboards
How to reorder dashboards
How to enable and disable the Home, Indicators, and Strategy pages for dashboards
How to make dashboard pages public or private
How to copy a public dashboard link
How to add or delete a banner image
How to add or delete a Google Analytics tracking code

Home Page

9

Home page overview
How to use a template for the Home page
How to format text on the Home page
How to add hyperlinks on the Home page
How to add an image on the Home page
How to embed a video on the Home page
How to add a table, horizontal line, and page break to the Home page
How to make a Home page public and copy the public dashboard Home page link
How to hide a dashboard’s Home page

Indicators Page

18

Indicators page overview
How to add, edit, duplicate, or delete Indicator Groups
How to add or remove an icon next to an Indicator Group name
How do I add new indicator tiles to groups?
How do I edit or delete existing indicator tiles?
How do I change the name of an Indicator Tile?
How do I make individual indicator tiles public?
How do I copy/duplicate an indicator?
How do I add a chart or graph, and edit a chart or graph once created?
How do I delete charts and graphs?
How do I change the name of a Chart or Graph?
How do I change the graph or chart type?
How do I upload data for a Table, Chart, or Graph?
How do I download data from a table?
How do I change the x-axis and/or y-axis on a chart or graph?
How do I add or delete rows and columns on a data table?
How to make the Indicators page public and copy the public dashboard Indicators page link
How to hide a dashboard’s Indicators page

Strategy Page

12

Strategy page overview
How to add, edit, duplicate, and delete a Goal
How to add, edit, duplicate, and delete an Objective
How to change the percentage and circle color next to an Objective
How to add, edit, duplicate, and delete a Strategy
How to change the percentage bar next to a Strategy
How to assign a person, role, or group to a Strategy
How to set dates for a Strategy
How to add artifacts (attached files and linked webpages) to a Strategy
How to reorder Goals, Objectives, and Strategies
How to make a Strategy page public and copy the public dashboard Strategy page link
How to hide a dashboard’s Strategy page

Templates & Samples

2

Sample Banners
Sample Indicator Tiles

Home
Knowledgebase
Strategic Dashboard Support
Strategic Dashboard Overview

Strategic Dashboard Overview

Strategic Dashboard – Quick Start Guide
Strategic Dashboard overview
How to get a Strategic Dashboard
How to login to the Strategic Dashboard
How to navigate between pages and dashboards
How to add new users and manage users
View a sample Strategic Dashboard

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