Building Scorecards Using Copy, Templates, and Rollups
Home
Instructional Videos
Advanced: Building Scorecards Using Copy, Templates, and Rollups
Scorecard Creation Building Scorecards Roll-Up 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.

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.

dataset rollup trees for data aggregation

Advanced: Dataset Rollup Trees

Discover the transformative power of dataset rollup trees with our comprehensive video guide. From the basics to advanced applications, learn how to utilize Spider Impact for aggregating hierarchical data and managing extensive user permissions effortlessly. Using a practical example of fake U.S. Army physical fitness test data, the video demonstrates the step-by-step process of creating and analyzing datasets, including setting up roll-up trees, assigning user permissions, and leveraging data for insights. Perfect for organizations seeking to streamline data management and enhance decision-making capabilities. Watch now to unlock the potential of dataset roll-up trees in your data strategy.

creating linked scorecard items

Linked Scorecard Items

Creating Linked Scorecard Items in Spider Impact. This allows you to track KPIs in one place yet use the data everywhere. Create themed scorecards.

creating files, notes, and related items

Files, Notes, and Related Items

Using Files, Notes, and Related Items to keep information at your fingertips. This allows you to see the relationships between items in the software.

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.
View All Videos (64)

Demo then Free Trial

Schedule a personalized tour of Spider Impact, then start your free 30-day trial with your data.

Book a Demo Try for Free
i ? ?