Table of Contents
What are Boards? What's this Boards section do?
Boards, are our way of providing users with a free space to explore "What If" scenarios.
Have you ever wanted to compare two scenarios within your model side by side? Boards are the answer.
Have you ever wanted to see how changing your Ad budget or modifying your acquisition conversion rates affect your models' total revenue? Boards are the answer.
How to create a new Board
One thing to note: Boards are unique to a single scenario within your model. When you create a new Board, it lives with that scenario and cannot be seen from other scenarios. You can learn more about scenarios here.
To create a new Board within a scenario, hit the 🖥 Boards tab on the left navbar within Sturppy
At the top right hand within the Boards section, click the "Add new Board" button
Give your new Board a name (don't worry you can always retroactively change the name later) and hit the "Create" button
You'll be shown a blank canvas that looks like this:
To add components to the board hit the edit button at the top right
The edit view is what allows you to add components, drag things around, resize things, etc.
To add a new component hit the + icon next to the edit button
By default you can add 3 different Block types: Text, Output, and Inputs:
Text Blocks gives you a free form block that you can stylize and use to add context to your board (example below)
Input Blocks allow you to isolate and pull in Input Nodes from somewhere else within your model...In this example I'm pulling in 2 different Input Nodes "Target CPC for Search Ads" and "Total Daily Campaign Budget"
To add nodes to an Input Block, hover the empty block until the black (+) symbol appears, hover your mouse over the (+) symbol and click "Datasource"
Adding Nodes to an Input Block follow the same logic as custom KPIs - click the "Add new node" button at the top left
Search for the node and select the node or nodes you'd like to use as inputs
Once you've added your Nodes, navigate back to the board by using the breadcrumbs
Output Blocks allow you to visualize a metric you'd like to see impacted by modifying your Input Blocks.
To add a new Output Block, follow the same steps as for adding Input Blocks, this time selecting an Output node from the search. In this example we've selected Total Revenue
If you're looking to pass a single output through to your Output Block, add a blank formula node for sum and an blank output node, rename the output node to Total Revenue like so:
Navigate back to the Board using the breadcrumbs, you'll notice that the Output Block is still blank - this is because we have not configured the graph yet
To configure the graph of the Output Block, hover the Output block with your mouse until the (+) symbol appears, hover the (+) symbol and click "Chart UI"
Select the output for the Series Value, choose a graph type, and assign it a color and boom! You've just built your first Board...
Comparing different Scenarios with Boards
To compare two different scenarios via Boards, you must first have 2 scenarios associated with a single model. To learn how to add a new scenario - go here
CAUTION: Modifying a value within a Board is actually modifying the value within the model. The changes you make to a value within a Board are also changed to the Scenario itself
To compare two scenarios, create a new Board with the above steps, add at least one Input Block and one Output block, then from the drop down at the top right, select the Scenario or Scenarios in which you'd like to compare values for
You'll notice that the new scenario you've selected in your Board will now be populated in Input and Output Blocks
If you get stuck or need help with Boards or Scenario comparisons, please use the live chat or shoot John an email directly at [email protected]