Creating Briefings and Presenting Performance Data | Videos
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Creating and Using Briefings

Creating and Using Briefings

See the value of Briefings for presenting performance data and learn how to quickly create them.

Building

Balanced Scorecard Creation

Creating Scorecards

How to build scorecards, create new organizations, and create & manually update Measures/KPIs.

Initiatives Tasks and Milestones

Initiatives, Tasks, and Milestones

Introduction to creating Initiatives, Tasks, and Milestones and how to relate and present those elements along with the scorecard measures they are intended to affect.

Creating Strategy Maps

Creating Strategy Maps

Quickly auto-generate and customize a strategy map in Spider Impact.

Creating Dashboards

Creating Dashboards

Build dashboards with the free-form canvas using chart, bubble, note, speedometer, image, and text widgets.

Creating Charts for KPI Software and BI

Creating Charts

Learn about how to create charts, including line, bar, pie, area, donut, and many more. Add analytic items like trend lines, forecasts, reference lines and bands, and stacks.

Create reports for full BI with strategy

Creating Reports

Create reports for scorecard items, initiatives, and datasets. Sort, apply formatting, group, aggregate, and more.

Business intelligence datasets - creating and using

Creating and Using Datasets

Learn about the business intelligence layer that powers all of Spider Impact. Create, links, update, and explore unstructured data. Create dataset KPIs powered by underlying data.

Presenting Performance Data with Dashboards

Creating and Using Briefings

See the value of Briefings for presenting performance data and learn how to quickly create them.

Building Scorecards via Imports

Building Scorecards and Initiatives via Imports

Automate the creation and updates of scorecards/initiatives from spreadsheets and databases.

Performance management software templates

Advanced: Building Scorecards Using Copy, Templates, and Rollups

If you're building multiple scorecards with similar measures, save a lot of time and effort by using Copy, Templates, and Rollups.

Creating data collection forms and sharing them outside of Spider Impact

Creating and Sharing Forms

Forms is a section in Spider Impact that allows you to build forms that add and update dataset records. It’s perfect for supplementing datasets with additional fields that aren’t tracked in the system of record, but it’s also great for collecting and managing data that isn’t stored in any system of record.

Creating data collection forms and sharing them outside of Spider Impact

Creating Geographic Maps

You can create geographic maps in the Charts section that visualize your geographic datasets data. They're fully interactive, allowing you to zoom in and out, filtering your data by region. You can even embed maps on dashboards.
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