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.
- Create the Aha! view you wish to include in your dashboard and save it.
- From that same page, click the More options button in the top-right corner and select Add to notebook.
- Select Existing notebook or Create new notebook and then enter the required information.
- 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:
- Click the Aha! view within the slide and you will see View options appear on the right-hand sidebar.
- 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.
- Close the slide editor by clicking the X in the upper right-hand corner to go back to the slide layout view.
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:
- On the slide layout view, click Generate web page or Update web page.
- When the notebook is ready, click Open web page.
- 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.