Overview of the Storydoc Dashboard
The Storydoc dashboard is your central hub for managing all aspects of your interactive presentations. From here, you can view analytics, organize your stories, connect integrations, and configure your workspace settings.
To access the dashboard, click Dashboard in the left sidebar when you log into your Storydoc workspace.
Dashboard Analytics Overview
The dashboard provides key performance metrics for your account in the last 30 days:
Newly created links - Total number of story links generated
Unique readers - Number of individual people who viewed your stories
Average reading time - How long readers spend engaging with your content
Completed reading - Percentage of readers who finished viewing your stories
Below the analytics, you'll find your recent stories and versions, along with trending templates and helpful learning resources that connect to our Help Center and YouTube videos.
Managing Your Stories
Click Stories in the left sidebar to access your story management area. This is where you'll find all the documents you've created and can organize them efficiently.
Organizing with Folders
You can create and manage folders to keep your stories organized:
Click + New folder in the left sidebar or on the main page
Drag and drop stories between folders as needed
It's important to note you can also create subfolders by clicking into any existing folder and selecting Add New Folder
Viewing Analytics
Click Analytics in the left sidebar to access detailed performance data for all your documents.
Here you can:
Use filters at the top to narrow down your data
View comprehensive metrics for each story including readers, reading time, and engagement
Export data to CSV for further analysis
See geographic distribution and timeline charts
Connecting Integrations
Navigate to Integrations to connect your favorite tools and automate your workflows. The integrations page is organized into three main tabs:
Connect CRM - Link HubSpot, Salesforce, Pipedrive, and other CRM systems
Tracking tools - Set up analytics and tracking integrations
No-code automations - Connect Make.com, Zapier, and other automation platforms
Automations
In the Automations section, you can create and manage your Storydoc API keys.
Power Ups and Advanced Features
The Power ups section provides access to advanced features:
Custom subdomain - Brand your Storydoc URLs with your company name
White label domain - Use your own custom domain for a fully branded experience
API access - Automatically create personalized stories through our API
Special projects - Contact us for custom solutions and larger implementations
Libraries and Design Assets
Under the Libraries section in the left sidebar, you can manage:
Design - Create and manage custom themes for consistent branding
Media - Upload and organize images, videos, and other assets
Slides - Save reusable slide templates
Templates - Access and customize story templates
Variables - Set up dynamic variables for personalization
User Management and Organization Settings
Access team and workspace management through:
Invite Members - Add new users to your workspace and manage their roles
Organization Settings - Here, you can manage multiple settings for the whole account. Configure workspace-wide settings including general preferences, document settings, sharing options, AI Brain, and users.
Personal Settings
Click on your name in the top right corner and select My Settings to manage your personal profile information. This is where you can:
Update your profile picture, name, role, and contact details
Add information like department, website, email, and calendar link
Upload a signature for use in your documents
Manage login details and security settings
All the information you add here can be used as dynamic variables in your documents, allowing for automatic personalization across your stories.