Dashboard Sharing
Handed to a team or to a role, at read or at edit, by the person who built it. Roles outlive people, which is the whole reason a share points at one instead of at a mailbox.
Five checks, first match wins
edit for Priya- 1Are you the owner?no
- 2Are you a workspace admin?no
- 3Is this a copy the operator broadcast?no
- 4Does a share match a team or role you are in?stops here
- 5Otherwise
Widgets run against the workspace connection rather than against your record permissions, so two people on the same shared board read identical figures. If a team should not see a number, the answer is a different board rather than a narrower share.
Product figures from the platform’s own defaults - not customer averages
How it works.
You hand it to a team, never to a person
Recipients are teams and CRM roles, and there is no box for one person's name. The same team cannot be granted twice with two different answers, so nobody has to work out which of two rows is the one in force.
Five checks, first match wins
Owner, then admin of the workspace, then the broadcast copies every member may work on, then the best share matching a team or role you belong to, then nothing. Where two shares both match you, the more generous of the two is the one that applies.
Handing on is the author's call alone
An admin inherits editing and deleting on boards they did not build, and still cannot hand one onward. Copies the operator distributes refuse it from everybody, because reach across workspaces is a decision the distribution never approved.
A share does not hide a number from anybody
Widgets run against the workspace connection, not against your record permissions. Two people on the same shared board read identical figures. If a team should not see a number, the answer is a different board rather than a narrower share.
One moment in every number.
Every number passes through the same seven. Dashboard Sharing is the lit one, and everything either side of it is a different page in this category.
- 01Query
what is asked, and of what
- 02Shape
the measure and the dimension
- 03Draw
the visual chosen for that shape
- 04Arrange
where it sits on a dashboard
- 05Filter
narrowing it after the fact
- 06Drill
going from the number to the rows
- 07Share
who else gets to see it
The specifics.
8 facts- Recipients
- Teams and CRM roles, in any combination
- Levels
- Read-only or edit, and nothing between. A viewer cannot be given one widget rather than the board
- Who may share
- The owner. Admins inherit editing and deleting but not this
- Distributed copies
- Refuse every share with a message naming the reason
- Conflicts
- Edit beats read-only when two rows both apply to you
- Row visibility
- Unchanged. A shared board shows every viewer the same figures and is not trimmed to what each may read elsewhere
- Removal
- Deleting the row is immediate. Access ends at the next fetch
- Not the same as
- Public Links, which needs no account at all and grants nothing but a read
What this is assembled from.
A number on a dashboard was built somewhere before it was drawn. These are the parts it is made of.
More in Reporting & Analytics
12 capabilitiesSeven data shapes, twenty-two visuals, shareable without a login.
Ask the floor a question once, then show the answer as a chart, a table or a single figure without asking it again or waiting for the numbers a second time.
Nobody builds a chart that misreads its own numbers, or finds that out on the wallboard. Columns, funnels, treemaps, radar, scatter, gauges and pivots.
Click the bar for one queue and the rest of the board goes with it. The next question gets asked by pointing at the answer, and undone by clicking again.
Some answers will not fit on the board that raised the question. A click leaves carrying the value it stood on, and lands on a board already narrowed to it.
Agents down the side, weeks across the top, and the number you care about in every cell. The shape finance asks for when a chart will not settle the argument.
A board on the wall gets read from across the room. Anything under target colors itself as the chart is painted, so a supervisor sees it without stopping.
The number that was promised, drawn across the same chart as the number that arrived, so the floor reads itself against its target, not yesterday's bars.
Nobody has to remember what last week looked like, or dig out the sheet it was written on. The same figure is counted again over the window before it.
The report that needs two exceptions and a date range stays one widget, instead of three tiles that nearly agree. Seventeen operators in a nested and-or tree.
Ten thousand plus never turns up before two hundred on a board the floor is watching. Group by day through year, by equal bands, or by breakpoints you set.
Six palettes, one a print set for the pack that goes in front of a client. Pin one to a tile and the series, axis, grid and tooltip all move together.
How many calls, how many answered, how long they ran, how many missed, counted off the records the switch already wrote. Not a sample or last night's export.
The rest of the platform.
Five more categories, all on the same record and the same bill. Each card names three of its capabilities, so you can tell from here whether it is worth opening.
Reporting & Analytics
See dashboard sharing on your own floor.
Thirty minutes, your numbers and your data. We will set dashboard sharing up live and you can decide from the thing itself rather than from this page.
14-day trial · no card · migration included