Member Performance Dashboard - FAQ

You can use the login button on the top header or click this button

You can add/remove a new user by going into your account settings. 

Click on company profile and add/remove them by their email under team.

We offer many different types of support:

1. There are both written instructions with images  and video instructions on how to complete the MPD Steps 1 through 5

2. Video Channel with Updates and Pro Tips

3. Help Chat Support Line

4. Series of Webinars

5. FAQ 

The Help Chat Line

If you cannot find help in the above 5 ways mentioned please contact your Member Services Manager for additional help to schedule a 1 on 1 meeting

We do not use direct PDF printing as before. You can print out the Storyboard Report with the visible widgets. To make the MPD widget only visible just collapse all widgets in your MPD except the Member Performance Dashboard Widget. Then click Action Menu > Print. This will print out the MPD as it did before.

You are able to select the widgets you want to print, share or download within the MPD

First, hide all widgets by hovering on any widget header and click the eye icon and choose to Hide All Widgets

Second, unhide widgets one-by-one by clicking the widget you want to make visible

Third, use the Action menu at the top right upper corner of the MPD to Share URL, Print or Download as a PDF. 

*** You can also print the MPD one pager in landscape format from the MPD one pager itself. The print icon is located in the upper right hand corner.

Click the Share button on the Family/Spouse and Leadership (Manager/Employee) Assessment Widget to copy the share link to your clipboard

Paste the link to emails and send it to your family members and to your team

10 assessments can be submitted

The tool sends you emails when submissions are received

The goal of the free text widget type is to let you include custom content in your report.

Examples

• Meeting notes, agenda items, scripts or guides to help the facilitators manage the report
• Interview questions to collect information while reviewing the report or prior
• Checklist for team members to complete the different parts of the report
• Embedding 3rd party applications like Office365 Word/Excel/Powerpoint, Lucidchart, Google Documents
• Include web-based pictures as illustrations or supporting documents

How to embed third-party applications:

We allow you to embed third-party applications into your report. This way you are able to use the report as a document hub and link together different online tools to enhance your client communication and engagement activities. 

• Make sure the embedding code is the iFrame format, we do not support javascript or any other types of embedding
• Switch the editor to CODE VIEW with the </> button
• Paste your code into the editor and switch back
• When you print out the report, the embedded document will be printed as it seen on screen

If when you embed code it does not display, please let us know in the chat. It's possible we do not yet support that application but we can help troubleshoot it and add that support with your help.