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Dashboard Builder

With Spotzi, you have access to an accessible data solution that helps you make the most of your business data. After importing your data, you gain access to a comprehensive range of powerful geomarketing tools, allowing you to easily perform the most advanced analyses.

Contents

Create a dashboard

Creating a custom dashboard is quick and easy with Spotzi. Any user with a Premium Spotzi account can create a new dashboard using the following steps.

Create a Dashboard

Go to the home screen on the platform and select one of the options:

After following the steps, you can find your dashboard in MY DASHBOARDS.

User Management (Spotzi Premium Plans Only)
Determine who has access to your dashboard with our user management feature. This allows you to invite users to your dashboard — all users will be required to create a Spotzi Free account — and turn access on or off as needed. You can also choose to grant users access only for a specified time period. Please read our article on this topic.

Dashboard customization

You've finished creating the base of your dashboard and are now ready to start building and customizing your dashboard's insights. Our dashboards' customization features allow users to experience the true power of advanced geomarketing analytics. In addition to our advanced filtering features users can add graphs, tables, texts, images or even custom HTML to each dashboard project.

Edit dashboard layout

Edit Dashboard Layout

You can fully customize the layout of your dashboards. You can choose to show a map, your graphs, or both at once. To change the view simply click the button next to the options tab. In here you can select one of the following options:

Edit dashboard styling

Change color settings

  1. To change the colors used in a dashboard you can click the settings icon ( icon) in the top left corner. You must then select the STYLING tab.
  2. Change the following color settings:
    • Primary color
    • Secondary color

Set custom logo

  1. To add or change your dashboard’s logo click the settings icon ( icon) in the top left corner and select the STYLING tab.
  2. Click the SET LOGO button.
  3. Enter an image URL or upload an image file by clicking the FILE button (Max. file size: 1MB. Supported files: JPG, PNG, SVG and GIF)
  4. Click SAVE to confirm.

Dashboard sections

Sections in dashboards offer a structured way to organize and present information. By dividing content into distinct sections, users can easily navigate through different aspects of the dashboard, enhancing clarity and user experience. In the Spotzi platform, you can rename sections, edit the section order and many more.

Adding sections

Add Dashboard Section
  1. To add a section to a dashboard you can click the + ADD SECTION button. You can also click the settings icon () in the top left corner and select the SECTIONS tab.
  2. You will see an overview of all the current sections in your dashboard. Select the +ADD SECTION option.
  3. Name your section and click SAVE.

Your new section has now been added to your dashboard.

Rename sections

  1. Go to the SECTION tab in the settings menu ( > SECTIONS)
  2. Move your cursor over the section name and click the text field to edit.
  3. Rename your section and click SAVE to confirm.

Edit section order

Change Dashboard Section Order
  1. Go to the SECTION tab in the settings menu ( > SECTIONS)
  2. Move your cursor over the list icon next to the section name. Drag and drop your sections into your desired order.
  3. Click SAVE to confirm.

Remove a section

Remove Dashboard Section
  1. Go to the SECTION tab in the settings menu ( > SECTIONS)
  2. Click the small bin icon next to the section title to remove that particular section. Keep in mind: deleting a section also deletes all the blocks within that section.

What's the difference between sections and blocks?
A section contains multiple blocks and is listed as a tab in order to streamline dashboard navigation.

Adding Dashboard Blocks

Creating dashboard blocks in Spotzi is a unique and straightforward way to analyze locations. Once you have mapped areas or points, adding blocks of data directly enhances your insights. By adding, removing, or rearranging these blocks, you can quickly build your own dashboard in a few steps.

To add blocks to your dashboard, use the top bar. There are two ways to add blocks:

Spotzi Data Blocks

Spotzi data blocks are key to profiling your customers and locations. Based on your imported locations, you can gain insights into characteristics such as demographics and consumer behavior using charts and tables.

Profiling Locations by Adding Data Blocks

To add these blocks, follow these steps:

  1. After mapping your locations or areas, choose one of the themes in the top bar.
  2. Next, select the country, aggregation level, and the data you want to visualize.
  3. You can choose one or more datasets.
  4. Then, click on ADD GRAPHS. If you have a dashboard with multiple sections, select the section first and click ADD.
  5. You have created a graph that gives you more insights about your locations.

My Data Blocks

My Data blocks offer the possibility to add charts and tables based on your imported data. They also allow you to add images, text, or custom HTML.

Add My Data Block

To add a My Data block, click the MY DATA button in the top bar. Select one of the options: Graph, Text, Image, or Custom HTML.

Graphs

Add Graph Block
  1. Select GRAPH from the dropdown menu.
  2. Select one or more custom graphs you want to visualize.
  3. Then, click on ADD # CUSTOM GRAPHS button. If you have a dashboard with multiple sections, select the section first and click ADD.
  4. Now you have added a graph based on your data.

Text

Add Text Block
  1. Select TEXT from the dropdown menu.
  2. If you have a dashboard with multiple sections, select the section first and click ADD.
  3. Enter a title and set the block width.
  4. Click the DATA SOURCE tab and input your text (no HTML).
  5. Click SAVE to confirm.

Image

Add Image Block
  1. Select IMAGE from the dropdown menu.
  2. If you have a dashboard with multiple sections, select the section first and click ADD.
  3. Enter a title and set the block width.
  4. Click the DATA SOURCE tab followed by the + ADD IMAGE button. There are two ways to proceed when adding your image:
    1. Upload your image in a library by clicking the + UPLOAD IMAGE button and select your uploaded image.
    2. Enter your image URL.
  5. Click the ADD IMAGE button.
  6. After adding an image you can edit its display settings (such as fit and alignment) or add a description — this will show up as a caption overlay.
  7. Done? Click SAVE to confirm.

Custom HTML

  1. Select CUSTOM HTML from the dropdown menu.
  2. If you have a dashboard with multiple sections, select the section first and click ADD.
  3. Enter your title and set the block width.
  4. Click the DATA SOURCE tab and enter your HTML text.
  5. Click SAVE to confirm.

Edit blocks

If you want to modify a block in the dashboard, click on the three-dot icon in the upper right corner. Here, you can adjust settings such as name, width, and block order.

Change block title

Edit Block Title
  1. To change the block order simply click the three dots in the block that you’d like to move.
  2. A menu will pop up on the left. Click the title and edit the name.
  3. Confirm by clicking SAVE.

Change block order

Change Block Order
  1. To change the block order simply click the three dots in the block that you’d like to move.
  2. A menu will pop up on the left. Click the arrow buttons to move the block across the dashboard.
  3. Confirm by clicking SAVE.

Keep in mind
You can only change the order within a single section. To “move” a block to another section you must add a new block with the same settings to that section.

Change block width

  1. To adjust the block order, click the three dots in the block you wish to move.
  2. A menu will appear on the left. Click on the dropdown menu next to "Block Width." Here, you can choose whether you want the block to be 1 or 2 columns. Keep in mind that selecting 2 columns won't have any effect if the dashboard layout you selected still maintains a 1-column map; in such cases, the block width won't change.
  3. Confirm your selection by clicking SAVE.

Delete blocks

Delete Dashboard Blocks
  1. Click the three dots in the block you’d like to delete.
  2. A menu will pop up on the left. Click the REMOVE BLOCK button.
  3. Confirm by clicking the REMOVE BLOCK button in the popup window.

Other dashboard functionalities

In a geographical dashboard, information buttons and a search bar enhance user-friendliness. Information buttons provide targeted context about specific data, while the search bar offers quick access to relevant locations. These features improve efficiency and assist users in gaining valuable insights.

Info buttons

  1. Additional information regarding a study or dataset can be accessed using the (i) icon on each dashboard's data block. Just click this icon (found in the top right corner) to read about sources, data collection dates, and more.
  2. Click the small (i) in the top right corner to access more information about each data block.
Search Bar
  1. Use the search bar in the top left corner of your dashboard to easily navigate across your map. Search for any location (an address, city, postal code, province, etc.) and press ENTER, or click the small magnifying glass icon to the right of the search bar.
  2. The system will search its location database and offer a small dropdown of suggestions based on your search input. Select your desired location to be transported to this area on the map.
  3. The dashboard will automatically navigate you to the location of your choice.

Map layers menu

Map Layer Menu

Each dashboard also includes a map layers menu, allowing you to easily toggle map layers on and off. Additionally, you can see, among other things, based on which layer the insights are displayed. This is the map layer that has a small graph icon next to it.

The search bar is not a filter option
Please note that the search bar is only used for zooming and panning across your map. It will not add a filter to your data.

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