Spider Impact
Product Video Tours
Spider Impact brings all your performance management needs into one powerful platform. From building and tracking balanced scorecards to managing strategic initiatives and leveraging real-time data insights, Spider Impact simplifies execution and maximises performance, all in one place.
1. Introduction & Overview
Overview of Spider Impact 5.7
This is a full tour of Spider Impact 5.6, focusing on how different types of people use the software.
2 Minute Introduction to
Spider Impact
Is your organization struggling to execute its strategic plan effectively? You’re not alone – 70% of companies…
What's New in Spider Impact
Version 5.6
This is a full tour of Spider Impact 5.6,
focusing on how different types of people
use the software.
Scoring and Colors
Explains the normalized scoring system and associated colors employed by Spider Impact that provide intuitive visibility to business performance.
2. Logging In & Personalization
Logging In & Home Section
Logging in, overall navigation, and the Home section – including Alerts, My Measures/KPIs,
Creating Bookmarks
Create bookmarks for yourself and other users in Spider Impact.
Setting and Managing Alerts
Learn about the types of alerts available in Spider Impact and how to manage them.
3. Balanced Scorecards & Strategy Maps
Balanced Scorecard in 2 Minutes
This is a 2-minute explanation of exactly what a balanced scorecard is and how it guides your organization to success.
Creating Scorecards
How to build scorecards, create new organizations, and create & manually update Measures/KPIs.
Creating Strategy Maps
Quickly auto-generate and customize a strategy map in Spider Impact.
Linked Scorecard Items
Creating Linked Scorecard Items in Spider Impact. This allows you to track KPIs in one place yet use the data everywhere.
KPI Value Approval
Optionally enable KPI value approval. Whenever a new KPI value is entered, its owner must approve the new value before it shows up in Spider Impact.
Advanced: Building Scorecards
Using Copy, Templates, and Rollups
If you’re building multiple scorecards with similar measures, save a lot of time and effort by using Copy, Templates, and Rollups.
Files, Notes, and Related Items
Using Files, Notes, and Related Items to keep information at your fingertips. This allows you to see the relationships between items in the software.
4. Dashboards & Data Visualization
Creating Dashboards
Build dashboards with the free-form canvas using chart, bubble, note, speedometer, image, and text widgets.
Creating Charts
Learn about how to create charts, including line, bar, pie, area, donut, and many more. Add analytic items like trend lines, forecasts,..
Creating Geographic Maps
You can create geographic maps in the Charts section that visualize your geographic datasets data. They’re fully interactive,..
Shared Dashboards
Create shared dashboards for use outside Spider Impact. Embed live dashboards in external portals.
5. Initiatives & Project Management
Initiatives, Tasks, and Milestones
Introduction to creating Initiatives, Tasks, and Milestones and how to relate and present those elements along with the scorecard measures they are intended to affect.
Earned Value Management in
90 Seconds
This is a 90-second explanation of exactly what earned value management (EVM) is and how you can use it to manage projects.
6. Dataset & Forms
Creating and Using Datasets
Learn about the business intelligence layer that powers all of Spider Impact. Create, links, update, and explore unstructured data.
Creating and Sharing Forms
Forms is a section in Spider Impact that allows you to build forms that add and update dataset records.
Advanced: Dataset Rollup Trees
Discover the transformative power of dataset rollup trees with our comprehensive video guide.
7. Reporting & Analytics
Creating Reports
Create reports for scorecard items, initiatives, and datasets. Sort, apply formatting, group, aggregate, and more.
Creating and Using Briefings
See the value of Briefings for presenting performance data and learn how to quickly create them.
8. Data Management & Integration
Importing Data from REST
Web Services
Spider Impact can pull data from REST Web Services. This works great with any kind of data, including..
Importing Data with Zapier
With Zapier, you can import data into Spider Impact from thousands of applications. This video uses Google Analytics as an example, and includes advanced date transformations.
Scheduled Imports and Exports
This is a full tour of Spider Impact 5.6, focusing on how different types of people use the software.
Sharing Data with Spider Impact's API
Spider Impact has an API for other software to read information about organizations and scorecards.
Building Scorecards and Initiative
via Imports
Automate the creation and updates of scorecards/initiatives from spreadsheets and databases.
9. Administration & User Management
Users, Groups, and Permissions
Discover the intricacies of managing users, groups, and permissions in Spider Impact with our detailed video guide.
Creating and Using Calendars
Create and manage system calendars within Spider Impact.
Replacing a User
See what to do if you need to replace an existing user with a new user or employee within Spider Impact.