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.
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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.