Lunch & Learn: Custom Dashboards

Welcome to Reputation Lunch N Learn Training!

Each month, Reputation hosts a virtual, live training session focused on one platform solution. Learn about best practices for managing your Reputation program from our experienced trainers through hands-on practice and live Q&A.

REPUTATION Lunch N Learn Series

Design and Create Custom Dashboards to Track and Share KPIs

Cassie Sneed
Sr. Manager of Customer Marketing

Kasey Kershner
Customer Training Manager

Exercise 1: Creating a Dashboard

21 STEPS

1. Let’s learn how to create a dashboard. From the navigation bar on the left, click the Dashboards tab.

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2. Click the arrow to expand the Dashboards menu.

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3. Click Create.

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4. Click the Edit icon to label your dashboard.

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5. Type “BDP-Uptown CSAT”.

Note: you can also add a description to the dashboard.

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6. From the list of modules, expand Experience.

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7. We are going to drag-and-drop the Sentiment widget into the dashboard setup.

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7b. Drop

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8. In the Sentiment widget, click the pencil to rename the widget.

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9. Type “Reviews & Surveys – Goal: 4.0”.

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10. Click to toggle the widget name ON.

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11. Click the gear icon to customize settings.

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12. Let’s customize our settings. Under Sources, click All.

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13. Under Survey Templates, click BDP CSAT Survey.

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14. Under Feedback Type, click Industry.

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15. Under Categories, click All.

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16. Click Save to close the Customize pane and see your changes.

Note: The Dashboard Builder contains sample data. When you save the dashboard, live data is reflected in the widgets. Stay in edit mode to add more widgets!

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17. Let’s add two more widgets. From the Modules, expand Surveys 3.0.

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18. With your mouse, click the KPI Trend widget to-and-drop into the dashboard.

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18b. Drop

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19. Expand the Experience module.

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20. Choose the Strengths/Weaknesses widget to drag-and-drop into the dashboard.

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20b. Drop

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21. Click Create. You have successfully created a dashboard!

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Here’s an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2139146/Lunch-N-Learn-Training-Series–Creating-a-Dashboard



Next step

Exercise 2: Sharing a Dashboard

11 STEPS

1. Now that we have created a dashboard, let’s share it with the team. Under the Dashboards Created By Me, click into your dashboard.

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2. Click the ellipsis in the upper right corner.

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3. From here, you can download download the dashboard, schedule it to be shared with various team members, forward, edit, and more.

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4. Click Share.

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5. Click Add User or Role.

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6. Set the item permissions for your dashboard. Click into the Add User or Role box to specify who will receive this dashboard.

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7. Type BDP Corporate Team.

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8. Click User: BDP Corporate Team.

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9. Click Select.

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10. Click View to allow them to provide the team with a view-only dashboard.

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11. Click Save. That’s it! You successfully shared a dashboard from the platform.

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Here’s an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2139155/Lunch-N-Learn-Training-Series–Sharing-a-Dashboard



Next step

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