One of the most powerful features in our new Custom Dashboards is the ability to share the dashboards you've created with your teammates. This means that once you've built that dashboard showing all your main KPIs - you can share it with your teammates and bring them up to speed in an instant.

How to share a dashboard

  • Start by clicking the pencil icon beside the dashboard name.

  • Toggle the "Share with team" switch to "Yes".

Next time your teammates load their dashboards, they will be able to see your dashboard in the dashboard list in the left-hand side menu.

Resources

You can learn more about how to create new dashboards here or the different reports available here.

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