Create real-time status dashboards

Sharing real-time data is a necessity for product managers. You want to make sure everyone has the right information at the right time. Whether you are presenting a new product strategy to the team, sharing launch plans with marketing, or setting up a real-time dashboard for executives — Aha! notebooks are the best way to communicate product roadmap information.

Add Aha! views to your notebook

The first step to create your real-time dashboard is to create a notebook with an Aha! view. You can create hundreds of Aha! views by using the existing data in your account. A few examples of Aha! views include release roadmaps, strategy models, or pivot reports. Each Aha! view can have its own update frequency within the notebook. 

  1. Create the Aha! view you wish to include in your dashboard and save it.
  2. From that same page, click the More options button in the top-right corner and select Add to notebook
  3. Select Existing notebook or Create new notebook and then enter the required information. 
  4. Click Add to notebook.

Set Aha! views to update in real time

To manage the content within your notebook, go to Reports > Notebooks Overview and select your notebook. Your notebook will open in a slide layout view. Click the Edit button that appears when you hover over any slide. Next, follow these steps to change the update frequency of the Aha! view:

  1. Click the Aha! view within the slide and you will see View options appear on the right-hand sidebar.
  2. Change the update frequency to Live view. This allows for the creation of real-time dashboards by automatically having the view update every time the data in Aha! changes.
  3. Close the slide editor by clicking the X in the upper right-hand corner to go back to the slide layout view.

notebooks-live-update.png

Publish your notebook

Aha! notebooks can be published via a secure web page so the team will have the most up-to-date information on timelines and upcoming features. To publish your notebook via a secure web page, follow these steps:

  1. On the slide layout view, click Generate web page or Update web page
  2. When the notebook is ready, click Open web page.
  3. Trigger auto-play by clicking the play button at the bottom-right.

Real-time dashboard examples

Real-time dashboards are most useful for providing visibility into your product plans that tend to change throughout the day. Common examples include:

  • Feature status by release
  • Workflow/kanban view of the work flowing through development
  • Release status information
  • Idea status by product
  • Most recently submitted ideas

The following is an example of a live dashboard showing feature status by release and who the feature is assigned to. Keep this notebook open and in fullscreen mode on a monitor to have a real-time dashboard of the assigned work heading from design into development.

notebooks-feature-status-dashboard.png

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