Article Overview
Learn how to effectively create and manage screens and slides in Amplify for a dynamic display of sales data and achievements. This guide covers everything from accessing your screens to customizing slides for your specific needs, ensuring a tailored and engaging presentation of key metrics.
Create a New Slide:
- Start by accessing the Manage section in Amplify, selecting Screens under the Company headline, and then creating new screens or slides with either quick templates or customized options for a personalized display.
Once on the Screens management page, click on the + Create new slide button in the top right corner.
This type of setup involves more steps than the quick create, but will give you the possibility of tailoring the slide to a specific selection of products, teams, users, periods or any other parameter we support.
The first step (shown in the picture above) is choosing a Data point. What is the basis for the number you want to show on your slides.
The Data points are the following:
Metrics: Creating a slide based on a single metric, Activity flow or Scorecard.
Gamification - All slides that relates to XP, achievements or battles.
Media: have an image or an image with captions, time countdown, web page or youtube video.
Recognition: birthdays, the Feed, and Work Anniversary screens.
Choosing layouts
Settings
Title: Title or name of your slide as it will appear on screen as well as within the Playlists management page.
Description: Description of what your slide is about. Entering a description makes it easier to search for and identify this specific slide
Period: Timeframe within which you want to collect data. You can select CustomDates to define your own timeframe or choose one of predefined values: Budget (your current budget period), Week, Month, Quarter, Year, Day, Yesterday, Last Week or Last Month. Note that choosing your own CustomDates will require you to update this slide one the end date is passed.
Variant: select the type of view you would like the slide to have.
Background:
In the last steps of the slide creation you will be given the option to choose between a set of pre-added background images, and the possibility to upload your own. Our background images are designed to work well with the colors of the text and numbers in the slides, so we recommend choosing one of them.
Playlists:
- If you want to push the slide directly to one or more of your playlists, choose them from the dropdown in the last step before you click Create. The slide will now be created and you can find it in the Playlists and Slides views.