Dashboards is a newer feature set currently in beta. If you'd like access to it, please contact your KickUp Client Success Manager.
KickUp Dashboards enable your organization to create custom data visualizations using your district's professional learning data. This guide walks through how to build and configure your own dashboards:
Note: Functionality shown here is only available to KickUp users with appropriate permissions. If you believe you should have access to build or edit a dashboard, please contact your KickUp Client Success Manager or district system administrators.
Creating a new dashboard
Navigate to Dashboards within KickUp.
Click the + New Dashboard button.
Give your dashboard a clear and descriptive name.
Click Create.
You may now add data to your empty dashboard.
Supported data types
Dashboards allow you to add various types of data to gain and share insights into your district's professional learning. Below is an overview of the data types you may be able add to a dashboard; the exact set data types you have access to depends on the set of KickUp product(s) your organization uses,
Form responses (Any KickUp product): Visualize responses to questions on KickUp forms, including numeric and time-based data, multiple choice, matrix question data, and open response data.
Organization: Add headings, text descriptions, or links to other resources to organize context or orient other viewers.
Multi-form (Any KickUp product): Compatible data from multiple different Kickup forms may be combined in data visualizations if they have aligned data labels.
Learning (KickUp Learning): Visualize the learning opportunities provided by your organization, counts of staff registrations, or hours of PD attended by staff.
Goals (KickUp Growth and KickUp Coaching): Display or count the goals set by staff as part of a coaching cycle or evaluation process.
Adding data
To add data to your dashboard:
Enter edit mode: If you don't already see a sidebar opened on the right side of your screen, click the gear icon to start editing.
Search or browse content: Use the sidebar to search or browse for the data you want to add.
Drag and drop content: Select data by dragging it with your cursor and place it onto the dashboard by letting go of your cursor.
Clone data: If you want to display different versions of similar data, copy a data component by hovering over the icons in the top right, then clicking the one labeled Clone.
Configuring data display
Once you’ve added data, you can customize how it appears:
Positioning: To customize your dashboard layout, re-arrange data on the dashboard by dragging and dropping visualizations.
Title: Provide a clear, descriptive title.
Grouping: Organize data by categories like month, staff attributes, learning opportunity tags, or framework alignment (available for goals).
Anonymization: Obscure information about whom individual datapoints refer that can be shown in drill-ins or tables by using Anonymize Data checkboxes.
Filtering: Apply filters to display only specific data elements (i.e., to focus on certain schools or grade levels). Read more about filtering data elements here.
Aggregation: For numeric data, choose an aggregation method (e.g., sum or average).
To configure how a given data visualization displays:
Make sure you’re in edit mode.
Click on a specific data visualization - the title should appear in the editing sidebar.
Make the desired changes. All changes auto-save and auto-update on the dashboard in real time.
Removing data
To remove data from your dashboard:
Make sure you’re in edit mode.
Hover over the content you wish to remove.
Click the trash can icon.
Filtering dashboard data
In addition to filtering specific data elements, you may also add "preset" filters that apply to all data included in the dashboard. To add dashboard-level preset filters, click Preset filters from the dashboard editing sidebar, then add filters. Read more about preset dashboard filters here.
Sharing dashboard data
Once you are ready to share your insights, click Share to open the sharing modal. Search for users or groups to give them access to view the dashboard.
If desired, upgrade users or groups to "Can edit" access. Note that doing so will enable these users to view all of your organization's KickUp data.
See this help article on Sharing a Dashboard for more information on giving others access to dashboard data.