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Graphically displaying data - Presentation and Dashboard Pages
Graphically displaying data - Presentation and Dashboard Pages

Learn about the Page types in upgraded Planhat where you can create reports with a wide variety of charts to analyze and display your data

Carly Hammond avatar
Written by Carly Hammond
Updated over 3 months ago

Summary

  • One of the main use cases for Pages is to visualize, analyze and present your data using dashboarding/reports - design displays of charts for your team or your customers

  • When creating Pages for this purpose, you can choose from two Page types:

    • Dashboard - infinite scroll; Widgets (charts etc.) snap to a grid for easy alignment

    • Presentation - slides - e.g. use for your Kick-Offs and QBRs

  • Canvas was an older Page type that is now deprecated, but you can import existing Canvas Pages into upgraded Planhat and convert them to Dashboards

Who is this article for?

  • All Planhat users, but especially CS Ops

Article contents

Introduction

Pages are a great way to visualize and analyze the customer data you have in Planhat, and take data-driven action.

In this article, we're focusing on the Page types where you can create a wide variety of charts/graphs and display them together, alongside tables of data, text, images and more. With these Page types, you can build detailed, engaging, interactive reports, and also create slide decks to present either to your colleagues or customers.

For example:

Click the image to view it enlarged

You can add a Page that's already been created by Planhat or one of your colleagues to get you up and running super quickly, or you can also build your own custom Pages, giving almost unlimited flexibility.

If you want to create a new Page to display data in charts etc., you have a couple of Page types to choose from:

  • Dashboard

    • Unlimited scroll - one big blank canvas

    • Widgets (component elements) snap to a grid, making it super easy to consistently size and align Widgets for a really professional look

  • Presentation

    • Organized in slides

    • Very flexible - you are completely free to size/position Widgets how you like, including overlapping Widgets if desired

📌 Planhat versions

If you used the older version of Planhat, you'll be familiar with the Presentation Page type. The Canvas Page type is now deprecated and replaced with Dashboard, although you can still import Canvas-type Pages from the old platform into upgraded Planhat, and they will be converted from Canvas into Dashboard. The new Dashboard type has the advantage of Widgets snapping to a grid, making it easier to align all the components in a Page.

Another difference is that in the older version of Planhat, these displays of data in charts etc. represented the entirety of what "Pages" were, whereas in upgraded Planhat, various other types of functionality (e.g. Data Tables and Inboxes) are now also considered Page types.

1. Dashboard

What are Dashboard Pages?

With Dashboards, you can design displays of various charts, together with text, images and videos. For example:

Click the image to view it enlarged

Dashboards make it particularly easy for you to create very professional-looking displays of data, because they work via a grid. When you're adding a Widget (e.g. a chart) to a Dashboard, it will automatically align to the grid. You'll notice that when you move or resize a Widget, the grid appears so you can use it for guidance, and your Widgets will automatically snap to the grid. Widgets automatically lock to the top of the Dashboard if possible, and move appropriately around each other as you move one. (Note that it's not possible to overlap Widgets in Dashboard Pages.) This all means it's really easy to ensure everything is aligned and consistent - very smart!

Presentation Pages don't have this grid alignment. The other difference between these two Page types is that a Dashboard has an infinite scroll rather than being divided into individual slides.

📌 Planhat versions

Dashboards are similar to the Canvas-type Pages from the older version of Planhat in that they are one big canvas rather than being divided into individual slides of a specific size - but the grid mode is a new element.

Why use Dashboard Pages?

Dashboards are fantastic for telling stories with your data - analyzing your data to gain greater insights, and displaying your data so that viewers easily understand the key messages.

Dashboards are great for a wide variety of scenarios where you want to display graphical data but not as as slides (as that's when you would use Presentation Pages).

Dashboard Pages can be positioned in Views/Sections, but also this Page type is great for custom Profile Pages, and sharing with your customers in Portals.

The Dashboard Page type works well for both Pages you use internally (within your own organization - with your colleagues) and also for Pages you share with your customers.

Here are some example use cases:

  • Internal Pages - for use by you and your colleagues

    • Overview of your portfolio - Companies you are managing

    • Compare different segments/cohorts of Companies (e.g. different tiers/phases/regions)

    • Usage insights - how your various customers are using your product(s)

    • Individual account plan - a summary of all information about a Company

    • Team activity - what your colleagues have been doing (e.g. number of calls)

    • Data hygiene - so your team can identify and add in missing data

    • Churn analysis - understanding why Companies churn so you can address it

    • End User analysis - this could include a variety of data types, such as fields (e.g. Role) and usage data

    • Invoice/billing info - perfect for your Finance team

    • "Voice of the customer" - e.g. NPS/CSAT results

    • KPIs for teams and team members - this could include revenue and activity data

    • Analysis of process outcomes - e.g. A/B testing of different Workflows

    • References/promoters database - list your happy customers so Sales/Marketing know who to contact

  • External Pages - for sharing with your customers

    • Success plan for an individual Company - key data such as their objectives and achievements

    • Company-specific usage insights - e.g. which of their End Users has high/low usage

    • Educational content - e.g. Pages containing videos that you share to your customers' Portals

    • Tickets and Issues information - how many enquiries they have raised and what about

... and we bet you can think of more use cases too!

2. Presentation

What are Presentation Pages?

Like Dashboard Pages, Presentation Pages are a way to display and analyze data using a variety of charts, as well as text, images and videos.

The main characteristic that distinguishes Presentation Pages is that they are organized in the form of individual slides - so they are great for using in place of Google Slides or Microsoft PowerPoint. The screenshots below shows a couple of examples of scrolling through Presentation Pages, so you can see the separate slides. When you're actually presenting them, you can switch to a view where each slide displays in full screen.

Click the image to view it enlarged

Click the image to view it enlarged

Another distinguishing feature of Presentation Pages compared to Dashboard Pages is that each Widget (Page component) can be any size, and you can layer them on top of each other - e.g. adding a KPI Widget into the centre of a Doughnut Chart.

Why use Presentation Pages?

Presentation Pages are perfect for creating your slide decks - so this could be for Kick-Offs, QBRs, Executive Alignments, Onboarding Reviews, Product Marketing, and so on.

They're also super useful if you would like maximum flexibility in how you can size and position your Widgets, as they are not fitting to a grid.

Finally, you may find the slide format useful if you would like to organize your Page in distinct sections, even if you're not planning to present it as a slide deck.

3. Canvas

As we mentioned earlier in this article, the older version of Planhat included the "Canvas" Page type.

Canvas had an infinite scroll like Dashboard Pages, but did not have the grid to align Widgets to.

You can't create new Canvas Pages in upgraded Planhat, but it is possible to import Canvas Pages if you created them in the old platform. You'll go through a "wizard" that converts them into Dashboard Pages, beginning with the modal below.

Additional resources

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