Graph Goals

Graph Goals

Template Tour Video 

Dynamic Template for Goal Setting and Data Communication

Transform internal communications with ‘Graph Goals,’ the template designed for digital signage. This layout empowers your team to present complex data in a visually engaging and easily digestible format, making it ideal for any department looking to communicate more effectively.

Get rid of dull printed charts and innovate audience-resonant storytelling that makes an impression. Dynamic visualizations that turn numbers into stories can improve teamwork and decision-making.



Content Source

Once you have created your slide using the Graph Goals template, choose a content source to start adding your content:

Web Portal

  1. Choose Web Portal in the Content Source dropdown

  2. Add your Goals,
    1. Click [Add Content] to input your Goals via the content editor and click [Save]

      Info
      Tip: When you set an end date, the project will move to the "Finished Last Month" section. If you want the project to stay in the main list, please leave the End Date cell empty.
    2. Repeat steps to add more Goals
  3. When you are ready to go live, add your slide to one or more playlists.

File Upload (XLSX)

  1. Choose File Upload (XLSX) in the Content Source dropdown
  2. Download the Graph Goals data template

  3. Use the data template (XLSX file) to add your Goals
    Idea
    Learn more about the supported formats for this data template.
  4. Save your XLSX file locally and upload the saved file into the slide editor

  5. When you are ready to go live, add your slide to 1 or more playlists

Google Sheets

Info
Follow the prerequisite steps to set up your integration and get started with Google Sheets seamlessly.
  1. Vibe Portal - Download the VIBE-DATA-TEMPLATE_Graph-Goals.xlsx

  2. Google Drive - Upload the the VIBE-DATA-TEMPLATE_Graph-Goals.xlsx to your connected Google Drive folder and add your data
  3. Vibe Portal - Choose Google Sheets in the Content Source dropdown and select your saved Google Spreadsheet
Notes
Recommend Reading: Prep your Google Sheets

SharePoint (XLSX)

Info
Follow the prerequisite steps to set up your integration and get started with using SharePoint Folders to store your Excel files.
  1. Vibe Portal - Download the VIBE-DATA-TEMPLATE_Graph-Goals.xlsx

  2. SharePoint - Upload the the VIBE-DATA-TEMPLATE_Graph-Goals.xlsx to your connected SharePoint folder and add your data
  3. Vibe Portal - In the slide editor, choose SharePoint (XLSX) in the Content Source dropdown and select your saved Excel file.

XLSX Data Template

If you have selected 'File Upload (XLSX)', 'Google Sheets' or 'SharePoint (XLSX)' as your content source, use this section as a guide for formatting the data in your spreadsheet.


Data Template Tips

The data template contains the following columns for entering your Graph-Goals data:
  1. Title (required) - List your projects
  2. Owner (optional) 
  3. Start Date  (required) - Enter the actual project start date
  4. Due Date  (required) - Enter the actual project due date
  5. Percent Complete (required) - Share how far along the project is using a percentage value (between 0 - 100)
    Info
    TIP: When you set an end date, the project will move to the "Finished Last Month" section. If you want the project to stay in the main list, please leave the End Date cell empty.
  6. Roadblock / Comment (recommended) - Enter a snackable summary of any roadblocks or comments regarding the project

Supported Data Formats

Data ColumnSupported Formatting
TitleFree format. Bold and underline formatting is supported.
OwnerFree format. 
Date
DD/MM/YYYY 
Percent Completed
 Numeric
Roadblock or Comment
 Free format
Notes
Recommended Reading:

Vibe Data Templates (for tips on how to download and connect your data to a slide)
Common Data Entry Formats (for more information on managing your data)

Design

  1. Shape 2- This option allows you to change the color of rows in your slide, enhancing the visual appeal and depth of your presentation
  2. Background - By using the colors from your Theme Tab for the background overlay, you’ll create a visually appealing and engaging experience that reflects your style and supports your goals.

Asset Download

Take advantage of downloading our default assets as a guide to create your own, if you wish to change them.

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