Graph Performance

Graph Performance

Transform Data into Insightful Visuals!

Unlock the power of data visualization with this "Graph Performance" template, designed to enhance your internal digital signage communications.

Display results for top sales staff, best-selling products, and highest-performing retail outlets in a visually impactful way. The slide effectively visualizes data in percentages or dollar values, with totals prominently displayed at the top of each column. Perfect for segmenting and highlighting different business groups, this template ensures that your sales opportunities and pipeline data are communicated clearly and effectively.

Video: Template Tour


Content Source

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

Web Portal

  1. Choose Web Portal in the Content Source dropdown

  2. Add your performance data:
    1. Click [Add Content] to input your data via the content editor, then click [Save]



    2. Repeat steps to add more performance data.
  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 Performance data template

  3. Use the data template (XLSX file) to add your content


    IdeaLearn 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 one 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-Performance.xlsx

  2. Google Drive - Upload the VIBE-DATA-TEMPLATE_Graph-Performance.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
Recommended 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-Performance.xlsx

  2. SharePoint - Upload the VIBE-DATA-TEMPLATE_Graph-Performance.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 Performance data:
  1. Data Group (required) - Input the section or category of your data
  2. Data Insight (required) - Enter individual or representative that is being evaluated
  3. Value (required) - Enter performance value
  4. Metric 1 (required) - Enter performance indicator label
  5. Metric 1 Value (required) - Enter Performance indicator value
  6. Metric 2 - Additional Performance indicator label
  7. Metric 2 Value - Additional Performance indicator value
  8. Metric 3 (required)- Enter target performance indicator label
  9. Metric 3 Value (required)- Enter target performance value

Supported Data Formats

Data ColumnSupported Formatting
Data GroupFree format. Bold and underline formatting is supported.
Data InsightFree format. Bold and underline formatting is supported.
Value
 Numerical data
Metric 1 , 2, 3 Metric Labels - Free format
Metric ValuesNumerical data
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. Totals -  Customize the font color of your totals section to ensure your totals stand out. The toggle allows you to easily show or hide the totals section. Use this option to declutter your interface or shift focus to other data when needed.

  2. Metrics -  Customize the font color of your Metrics labels to enhance readability.

  3. Shape 1 & Shape 2 -  Adjust the color of Shape 1 and Shape 2 to align with your theme or maintain brand consistency and enhance the visual appeal of your project.

  4. Status  - The Status color pickers allow you to customize the appearance of status indicators in your performance graph.
    • Positive Color Picker: Use this picker to select a color that represents positive performance. Choose a vibrant hue that conveys success and progress, making it easy to identify positive metrics at a glance.

    • Negative Color Picker: This picker lets you assign a color for negative performance indicators. Opt for a contrasting color that effectively highlights areas needing attention or improvement.




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