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Adoptiv

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.

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Five checks, first match wins

edit for Priya
Five people, one board
A share row is three parts
boardkind of recipientwhich one
all three together are unique, so the same team cannot be granted twice with two different answers
Resolution order
  1. 1Are you the owner?no
  2. 2Are you a workspace admin?no
  3. 3Is this a copy the operator broadcast?no
  4. 4Does a share match a team or role you are in?stops here
  5. 5Otherwise
two shares match · edit beats read-only
Recipients
TEAMROLEa person
roles outlive people, which is the point
Levels
READONLYEDIT
edit wins when both rows apply
What a share does not do is narrow the data

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.

Copies the operator distributes refuse every share, from everybody · deleting a row is immediate and access ends at the next fetch
Two rows both apply to her: one to her team at read-only and one to her role at edit. The more generous of the two is what she gets, which is why tightening access means removing a row rather than adding a stricter one.
0
kinds of recipient, a team or a role
0
levels to grant, read or edit
0
checks before a board will open

Product figures from the platform’s own defaults - not customer averages

The mechanism

How it works.

01

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.

02

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.

03

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.

04

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.

Where it sits

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.

  1. 01
    Query

    what is asked, and of what

  2. 02
    Shape

    the measure and the dimension

  3. 03
    Draw

    the visual chosen for that shape

  4. 04
    Arrange

    where it sits on a dashboard

  5. 05
    Filter

    narrowing it after the fact

  6. 06
    Drill

    going from the number to the rows

  7. 07
    Share

    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

More in Reporting & Analytics

12 capabilities

Seven data shapes, twenty-two visuals, shareable without a login.

Widget Studio

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.

Chart Visuals

Nobody builds a chart that misreads its own numbers, or finds that out on the wallboard. Columns, funnels, treemaps, radar, scatter, gauges and pivots.

Cross-Filtering

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.

Drill-Through

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.

Pivot Tables

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.

Conditional Formatting

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.

Reference Lines

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.

Comparison Periods

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.

Filter Trees

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.

Bucketing & Grouping

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.

Theme Sets

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.

Call Analytics

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.

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.

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14-day trial · no card · migration included