Introduction

When you log into EqualTo you will be presented with the default dashboard assigned to your team.

Overview

Dashboard Homepage

Navigation: The homepage in EqualTo brings you to the dashboard that has been assigned to your team.
Your dashboard can show you all the information you need to know about your new and upcoming deals.

Customizing Dashboards

You can customize your and your team’s dashboards using EqualTo spreadsheets.

Navigate to the Dashboards tab to see all of your team’s customizable dashboards. This tab is only visible to admins and team leads. Standard users are not able to edit dashboards.
Use the Filter bar to search for dashboards. This is useful for orgs with a large number of teams.
There will be a dashboard for each team, that has plans deployed to the whole team, in your org. When a new team is created, a default dashboard is automatically created for them.
Teams that have plans deployed to individual members will have dashboards automatically created in the Individual Dashboards section. Each team member will have a separate dashboard created for them.
To customize a dashboard, simply click on the tile.

You can preview what the dashboard will look like for different team members using the user picklist.
You can select the currency for which you want to see the dashboards.
To edit the dashboard, click the “Edit dashboard” tile.

To add an element to the dashboard, click the “+” or “+ Add chart” icons.

Note: You can only add elements that have already been built. Please see the "Building Custom Dashboard Elements" section of this article for building new dashboard elements.
Note: Elements can only be placed in certain locations:

Widgets: Must be placed in the first row
Column Charts and Dial Controls: Can be placed in any row besides the first row

Select the element from the list.
To save the dashboard, click the Save button.
To cancel any changes, click the Cancel button.

Building Custom Dashboard Elements

Plan Editor Analysis Mode

To build a custom dashboard element, first go to the “Plans” section.
Click the plan you would like to build the element for.

Click the drop down on the top of the screen that has a calculator icon, which will show you two options:

Calculation Mode: This is the default view for plans. This is where you can customize EqualTo spreadsheets to calculate the reward provided by a result to a beneficiary.
Analysis Mode: This option allows you to use EqualTo Spreadsheets to perform analysis and build elements for Dashboards.

In the drop down, select Analysis mode.

The Analysis sheet is where you can build calculations that will be used in your dashboard elements.
The User sheet has the User Parameters that are included in your plan, which you can reference in the calculations on the Analysis tab.
The “Graph” icon is used to insert elements into your spreadsheet, which can then be used in dashboards. Please see the "Building Custom Dashboard Elements" section of this article for how to build different element types.

Results Sheets

Adding a Results Sheet to your Analysis Mode workbook will allow you to reference data from the results in your plan in your dashboard elements. Most dashboard elements will require a Results Sheet.

Use the “plus” icon to add additional sheets.
Use a Results Sheet to use information from your Results in your dashboard elements.

Time frame: Select the timeframe you would like to include results from. This will be used to filter results based on the result’s effective date.
Users: Decide whether you would like to include results from just the beneficiary, or if you would like to include results for the entire team. This can be useful if you have team-wide performance targets you are tracking against.
Approval Status: Decided whether you want to include results that are approved, in review, and/or still in the pipeline.
Name: Provide a Name for the sheet.
Click Add result sheet to add the result sheet to the workbook.

The Results Sheet (in this example, “EntireMonth”) includes all of the columns that are a part of the plan.

Currently, Results Sheets appear blank to the user. EqualTo is working on a solution to include previews of your actual results in the Results Sheet. For now, you can continue building your analysis workbook and dashboard elements even without result previews available.

Custom Dashboard Elements

Dial Control Element

Here is an example of how to build a Custom Dial Control Element.

Once you have built the calculations in your Analysis workbook that you would like to summarize in an element, we recommend changing the layout to maximize the workbook and work more comfortably
Click the ‘Add Element’ button on the toolbar

Select which type of element you would like to use. EqualTo currently supports three element types: Column Charts, Dial Controls, and Widgets. In this example, select Dial control.
Click confirm to move on to customizing your dial control element.

This is where you can customize the dashboard element:

Element options:
a. Delete: Deletes the selected element
Box title: This is the name of the element
Include link to: Choose whether you would like to include a link to the user’s account page, or no link at all.
Dashboard Visibility: Choose whether you would like the element to be available to add to dashboards, or only available in the analysis workbook.
Message: Create a custom message that will appear on the element. This can be static, or dependent on values in the workbook.
Dial Value (Textual): This is the text that will be displayed at the bottom of the Dial Control. It can be a custom or static value. In this example, it shows the Actual Year to Date ARR, currently at 0.
Dial Value (Numeric): This is the numeric value that the dial on the dial control element will represent. In this example, it is the Actual Year to Date ARR.

If you scroll down, you will see additional values to customize:

Notches: Set the values that will determine the notches of the dial control element.
Notch Label: Determine whether you want to include the numerical labels for the notches.
Number format: Determine which number formatting you want the element to use.
Segment labels (optional): Give custom names to each segment. This example uses Tier 1, Tier 2, and Tier 3 as segment labels.
Segment Color Scheme: Choose between two different pre-made color schemes for the element.

Once you are done building your dial control element, you need to save and deploy the plan revision to make it available to your dashboards. This will also deploy any other changes made to the calculation workbook as well. Please see the Plan Editor article for instructions on how to do so.

Column Chart Element

Here is an example of how to build a Column Chart Element.

Once you have built the calculations in your Analysis workbook that you would like to summarize in an element, click the ‘Add Element’ button on the toolbar.

Select which type of element you would like to use.
Click confirm to move on to customizing your column chart element.

This is where you can customize the dashboard element:

Element options:
a. Delete: Deletes the selected element
Box title: This is the name of the element
Include link to: Choose whether you would like to include a link to the user’s account page, or no link at all.
Dashboard Visibility: Choose whether you would like the element to be available to add to dashboards, or only available in the analysis workbook.
Data Range: Select the data from the workbook that you would like to include in the column chart element.
Series: Decide wheter you would like to have your column chart element based on columns or rows in your selected data range.
Series Number format: Set the number formatting. In this example, it is set to a currency formatting since we are summarizing ARR.

Labels: Determine if and how you want labels to appear on the column chart.
Message: Create a custom message that will appear on the element. This can be static, or dependent on values in the workbook.
Color Scheme: Choose between two different pre-made color schemes for the element.
Show legend: Decide if you would like a legend to appear at the bottom of the column chart.

Widget Elements

Here is an example of how to build a Widget element.

Once you have built the calculations in your Analysis workbook that you would like to summarize in an element, click the ‘Add Element’ button on the toolbar.

Select which type of element you would like to use.
Click confirm to move on to customizing your column chart element.

This is where you can customize the dashboard element:

Element options:
a. Delete: Deletes the selected element
Box title: This is the name of the element and also the message displayed on the widget
Include link to: Choose whether you would like to include a link to the user’s account page, or no link at all.
Dashboard Visibility: Choose whether you would like the element to be available to add to dashboards, or only available in the analysis workbook.
Value: Select the cell in your analysis workbook that you would like to display in the widget element.
Number format: Set the number formatting. In this example, it is set to currency formatting since we are summarizing ARR.
Icon: Decide if and how you would like an icon to be displayed with your widget element:

None: No icon will appear
Static: Select a static icon that will always appear in your widget.
Dynamic: Determine which icon appears in your widget based on a cell in your workbook. For example, you can have a “trophy” icon appear when your team reaches its annual ARR target.