Guide to the Showpad Dasbhoard Builder

Use the Dashboard Builder to build, manage, and share custom dashboards that bring your team's performance and content engagement data into one unified view. Combine chart templates, custom charts and tables, and design elements on a flexible canvas, using asset, user, and Team Competency datasets. Then, arrange, filter, and schedule your dashboard to share relevant data with your team.

See how it looks

Key features

• Build dashboards from a blank canvas or a ready-made template
• Combine charts, tables, and design elements on one dashboard
• Build custom charts using asset, user, and Team Competency datasets
• Visualize data with 13 chart types, including tables, column charts, and pie charts
• Filter data to focus on specific teams, date ranges, or content
• Download dashboards as a PDF or PNG, or email them directly, or schedule recurring delivery to your stakeholders
• Schedule dashboards to be delivered to you, your team, or any stakeholders automatically

You need this to succeed

What's on the menu

This guide contains detailed articles on using the Dashboard Builder to get the most out of your Showpad data. The following sections will guide you through building, visualizing, and managing your custom dashboards.

• Create a custom dashboard with the Dashboard Builder

  Learn how to start a dashboard from a blank canvas or a ready-made template, then add and arrange chart templates, custom charts, and design elements to build the layout you need.

• Build custom charts in the Dashboard Builder

  See how to build your own chart when a template doesn't show the exact data combination you want. Choose your dataset, dimensions, and measures, and pick the right chart type from 13 available options.

• View, download, schedule, and manage dashboards in the Dashboard Builder 

  Understand how to preview, export, and schedule recurring deliveries of your dashboards, along with how to edit, duplicate, rename, and delete them as your reporting needs change.

Data fields and filters

Use these reference articles to view descriptions of the data fields and filters available in each dataset. They apply whether you're building a report in the Report Builder or a chart in the Dashboard Builder.

• Asset data field and filters

  See how marketing and user content are being used and engaged with by sellers and buyers. Track views, Shares, downloads, and engagement across different files, Pages, and asset types.

• User data field and filters

  Track adoption, identify power users, and understand seller productivity using metrics such as days active, sessions, and asset Shares.

• Team Competencies data field and filters

  Gain insights into your team's performance. Monitor the progress and completion status of competency assessments. Analyze assessment scores and review manager comments to identify strengths and skill gaps.