Impact DashBoard Knowledge Base

Your Prospect’s Experience with the Data Form Wizard

The Data Form Wizard has been designed to be an engaging, dynamic, and easy way for you to gather economic development project data. This article will describe some of the behind-the-scenes features built into the Wizard to make of the … Read More

Preview a Data Form

After you configure a Data Form Template, you have two ways to preview the data form. Single-Page Preview Wizard Preview 1. Single-Page Preview To access the Single-Page Preview, click on Preview (eye icon) on Template page associated with the Template … Read More

Help a Prospect Find a Lost Data Form

There are times when your prospect may have begun a Data Form but can’t figure out how to get back to the Data Form to complete and submit it to you. In these cases, you’ll want to view the in-progress … Read More

Create Multiple Data Form Templates

Impact DashBoard allows users to create an unlimited number of Data Form Templates and receive an unlimited number of completed Data Forms. Many users will configure one Data Form Template and use that one Data Form for all project data … Read More

Generate a Project Fact Sheet

Impact DashBoard includes a Project Fact Sheet Report that will summarize all of the key project data you gather with the customized Data Form. You can easily generate a Project Fact Sheet by copying the information from the Data Form … Read More

Manage Data Submissions

After you configure and share your Data Form, you can view submitted Data Forms in the Data Form Inbox. Data Form Inbox The Inbox page of the Data Forms section shows a list of submitted Data Forms. Submitted Data Forms … Read More

Email Your Data Form

You can email a link to your Data Form to a prospect directly from Impact DashBoard so that the prospect can submit their project information to you. Emailing a Data Form link to a prospect is easy to do. 1. … Read More

Post Your Data Form

You can post a link to your Data Form on your website or anywhere else that will allow any visitor to submit their project information to you. Generate a New Blank Data Form Every Time It is important to know … Read More

Configure a Data Form Template

Impact DashBoard enables you to configure a Data Form Template to gather relevant project and company information from prospective businesses interested in your community. You can select which questions you’d like to include on the Data Form from a fixed … Read More

Understand the Data Form Wizard

The Data Form Wizard is a central feature of Impact DashBoard. The feature enables you to gather economic development project and company information electronically in an engaging, dynamic, and well-designed wizard. As an integrated Impact DashBoard feature, a completed Data … Read More