Building the Dashboard

This article provides advice on how to complete and optimize your Dashboard.

Content

To access the settings to your dashboard, click on the Dashboard tab in the upper navigation bar. Then click on Board settings and Header & footer

Adding your Dashboard’s General Information

In the General section of your board settings, you can change the underlying parameters for your outward-facing dashboard once you decide to publish.

Here, you can:

  • Edit the name of your board
  • Edit the language of your published board. Right now, we support English (UK and US), French, German, Spanish, and Swedish
  • Provide an email address for feedback from anyone wanting to interact with the provided information
  • Publishing organization [not in use]
  • Link to privacy policy [not in use]
  • Edit your timeline (start and end year), and select one year you want to highlight with transition start year (usually the current year)

Changing your Header and Footer

When you decide to publish your dashboard to your citizens and other stakeholders, you want to make sure it is aligned with your city’s usual visual outputs. This is why, in the header & footer section of your board settings, you can adjust a series of parameters:

  • Board title
  • Name of country, city or area
  • Tagline: A short summary of your city's overall goal, e.g. becoming net-zero by 2035
  • Header image [not in use]
  • Goal description [not in use]
  • Paragraphs below the sector icons
  • Information you want to add to the footer of your dashboard (footer left paragraph and footer right paragraph)
  • Logotypes

Selecting your preferred layout for Action status and Transition elements

To give your online dashboard the finishing touches, you can use the “Layout” tab to set them according to your preferences. Here, you can define the different types of status for your actions that show at the bottom of your dashboard, for example “Suggested”, “Implementation”, or “Completed”. We suggest you adapt the wording to what is already used in your city. 

Once you set up the action statuses you want, you can categorize your actions accordingly by switching to the action editor under Actions in the upper navigation bar.

Next, click on the action you want to edit. Once you've selected an action, the slide-out window for this action appears on the right side of your screen. In this slide-out click on About

The dropdown menu for Status lists the action statuses you have defined in your board settings. Choose the desired status from this dropdown menu.

After you've selected the action status, the action will be added to it.

Please note: in order for an action to show up in the Dashboard, it has to be connected to a Transition element. Click here to find out how to do that.

For the Transition elements, you can choose between two different types of layouts according to your preferences.

Telling your Climate Action Stories: Sectors, Sub-sectors and Transition elements

To edit the narrative of your Climate Action Plan on all levels of your transition, click on Dashboard in the upper navigation bar and then on Stories. The Stories tab is the main workspace to change the content associated with any sector, sub-sector and Transition element you have built and selected in your Transition hierarchy.

On the left hand side, you will find your tree menu with all sectors, sub-sectors, Transition element groups and Transition elements you have created in your Transition hierarchy.

For each of them, you can adjust the information shown publicly:

  • Diagram header
  • Title
  • Description
  • Icon (only for sectors, sub-sectors, Transition elements)
  • Transition summary (only for Transition elements)
  • Target status (only for Transition elements)
  • Group color (only for sectors)*
  • Image
  • Image credits

* The group color defines the color of the bars for all the sub-sectors grouped under a main sector.

Below you can see where this information is shown in the dashboard.