Customizing Dashboards

This article describes how to customize the dashboard.

Pre-requisites:

* A Project with data collected through surveys or data import.

 

  1. Login to Impact Cloud with your credentials and click on Impact Insights from the menu:

  2.  If this is the first time you are clicking on this module, it will be empty as shown below:

  3. However, if you have created dashboards before, you will see one of them displaying by default. The dashboard name is shown on the left side of the "Add Section" blue button.

NOTE: To create a dashboard, you first need to create a chart using Outcome Insights, Portfolio Insights or Project Insights. As soon as you click on Save to Dashboard in the recently created chart, you will see the option to save the chart to an existing dashboard or to a new dashboard. 

  • To save to an existing dashboard, enter the name of the chart under Save as, check the box by the name of your dashboard, and click on SAVE

  • To save to an existing dashboard, enter the name of the chart under Save as, enter the name of your new dashboard under Create a new Dashboard, and click on SAVE


Every time you save a new chart to the dashboard, a section named Default is created. The default section is a "parking lot" for your charts. Once you create other sections, you can move them from the default section and delete the default. Please, note that even after deleting this section it will be recreated every time you create a new chart and save it to your dashboard. Also, note that you should not change the name of the default section. This section cannot be re-arranged, it's meant to be always at the top of your screen. 

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4. The Dashboard can be customized in the following ways:

  • Add Section - This feature helps to make the dashboard more readable, enables storytelling, and helps highlight key insights from the presentation. Each section can have a short description.
  • Add Text Block - This feature allows us to insert a text box, image, link, or short video to complement our story. The text can be used to describe or highlight information about the charts. 
  • Duplicate Section
  • Delete the section
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Here is an example of a section named WHO used to present the stakeholders' demographics. In this example, the organization wants to present the data based on the 5 dimensions of impact: Who, What, How Much, Contribution and Risk. 

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5. The dashboards can be shared with anyone with a link or via email address, with or without interactive filters. Here is a guide on "How to share a Dashboard".  

6. Individual charts can be downloaded as images to integrate into other documents and presentations. To download a chart click on the burger symbol on the top right-hand corner of the chart and click on Download PNG image:

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7. To customize charts, click on the three dots on the top right-hand corner of the chart and click on Customize:

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This feature helps you modify:

  • Chart style
  • Title, x-axis labels, y-axis labels
  • Series labels and colors
  • Fonts, etc.

2021-04-12 (4)8. To change the name of the chart, click on Update Chart with the icon 2021-04-12 (15)  and type the new name. Click on save to save the changes to the same dashboard or select other dashboards. 

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9. To view the numeric values behind a chart, click on the 2021-04-12 (12) icon and the following view will appear. To go back to the chart view, click on the Chart icon. 

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10. The funnel icon 2021-04-12 (11)allows you to modify the selection of metrics/fields, projects, or reporting periods shown in the data:

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