LOOPED DATABOARDS

Connect Relevant Dashboards To Expand The Story Of Your Performance

At times, you need more than one dashboard to understand and present what’s happening in your business. Using Looped Databoards, you can group dashboards to keep your presentations and insights streamlined and focused.

3 min read

After reading this guide, you’ll understand…

How to group dashboards to tell a story with your data
The importance of improving transparency within your team
Ways to highlight all of the work you’ve done and the results you’ve achieved

Why use looped Databoards?

Turn Your Insights From Numbers Into A Narrative…

When building a dashboard, you want to keep your data concise. Having too many metrics in one view will make it hard to interpret your performance. A rule of thumb is to include between 6 to 12 metrics per dashboard to ensure the data is easy to understand. But, that might not be enough to measure everything you need in your business. If you have too many numbers on a dashboard, you’ll be…

Overwhelmed – you’ll struggle to know what to focus on and may miss key insights.

Uninformed – without clear takeaways, you won’t be able to execute on the most important activities.

Frustrated – with too many distractions you won’t be able to have productive conversations based on your dashboards.

Using Looped Databoards, you can group dashboards together so you can…

Connect the dots – with an easy way to switch between dashboards, you’ll start to understand the correlation between different metrics and activities.

Promote transparency – presenting a well-laid-out group of dashboards will allow you to improve communication within your team and gain valuable takeaways from the data.

Focus on what matters – with a simple way to tell a comprehensive story with your data, you’ll be able to clearly show your clients how your services are helping them.

How to use Looped Databoards

How To Loop Dashboards To Tell A Great Story

As strange as it may seem, the amount of data you pack into your dashboard is important to your success. When you add too many metrics, your dashboards are cluttered and hard to interpret. If you don’t add enough metrics, your dashboards lack context and your numbers are meaningless.

With Looped Databoards, you’ll be able to group up to 20 dashboards to create an infinite loop. This way, you can analyze and present bite-sized chunks of information using live data, while also telling the story of your performance from different viewpoints.

To create a loop, navigate to Databoards. Then:

Click into the tab named Looped Databoards.
Click + New Loop
Click Select when all dashboards you’d like to add to your Loop are selected.
Set the Name and Owner of your loop and press Save

After you’ve created your Loop, you can deliver your data easily using a Shareable Link. This will make it easy and efficient to share your insights with clients, C-suite executives, and other stakeholders regardless of their location or device.

To share your Loop using a link, simply click on the Share option from the dropdown menu, then copy the link straight to your clipboard.

Under additional settings, you can then decide who can access and interact with your Loop. This means you’ll be able to:

Define a Loop Frequency
Limit access to specific IP addresses
Protect the Dashboard Loop with a password
Restrict external viewers from changing the date range on the dashboards

So, let’s say you’ve created a dashboard Loop that includes some sensitive data that only a specific group of people are authorized to view. Before sharing the dashboard, you’ll want to:

Select Protect With Password
Type password

Without adding a password, anyone with the link would be able to access the data, even if they do not have a Databox account.
Then, to share the Loop simply select the green Copy button and paste the link into an email, Slack message, Whatsapp message, sms, and more.

How To Stream Looped Dashboards To A Smart TV To Improve Transparency

Dashboards play an important role in breaking the silos within a business. But, if stored behind a login, not all team members will have access to this data. Without an easy way to create awareness of your key metrics, you’ll struggle to align your team around the same goals.

Streaming your dashboard loop to a Smart TV makes your performance visible to your entire in-office organization. Teams will feel more motivated, engaged with their work and everyone will start growing in the right direction.

To stream your loop to a TV, click Share. From the pop-up navigate to Stream To TV and follow the instructions.

How To Turn Looped Dashboards Into A Report

Dashboards are a great way to help you stay on top of your performance in real-time. Reports, in contrast, give you an opportunity to expand your analysis by exploring past performance and outcomes.

Reports are a great way to highlight all of the work you’ve done. And since you’ve already built your dashboards, you don’t need to spend time copying and pasting your data to get your report set up.

You can turn your dashboard loops into Reports by clicking ‘Create a Report’.

TIPS & TRICKS

3 TIPS & TRICKS

Rearrange dashboards in a Loop To Tell a Clear Story ⬇️

When creating your loop, you can decide the order of your dashboards. This will make it easier for you to link relevant metrics and dig deeper into your performance. Let’s say you’ve created a loop to monitor Facebook Ads. You can arrange the dashboards in your loop to have your account metrics first, then campaign data, and lastly ad performance.
Define Loop Frequency To Cycle Between Dashboards ⬇️

When streaming to your office TV, you can define a time interval to have your dashboards infinitely rotating. Let’s say you have 5 TV’s in your office. Rather than displaying one dashboard per screen, you can have all your dashboards visible on every TV.
Looping Dashboards From Client Accounts To Improve Visibility ⬇️

It’s hard to stay on top of your performance when you’re working on 6 different client campaigns. You can use the Chrome Plugin ‘URL Slideshow’ to loop together all the campaign dashboards you created for all 6 clients. This will create a valuable view of your performance across all client accounts.