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.
A share is a row with three parts
The board, what kind of thing is receiving it, and which one. All three together are unique, so the same team cannot be granted twice with two different answers. Recipients are teams and CRM roles. There is no option to name an individual.
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.
What it does not do is narrow the data
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 the portal.
A widget declares a data shape; the visual is a separate choice. Swap between the visuals valid for that shape and the query does not run again.
Columns, funnels, treemaps, radar, scatter, gauges and pivots - offered only where the data shape supports them, so no chart can misread its own data.
Click a bar and the rest of the dashboard follows it, so the next question is asked by pointing at the answer instead of rebuilding the filter.
Wire a chart's clicks to a second dashboard. The value travels on the URL and is read by the board that was named before it paints for the first time.
Cross one dimension against another with row, column and grand totals - the shape a finance team asks for when a chart will not settle the argument.
Colour a number by the rule that matters - under target, over threshold, inside a band - so a dashboard reads correctly from across the room.
Draw the target on the chart itself, so performance is read against the number that was promised rather than against the shape of the bars.
Put a window against the one before it, or against the same window a week, month, quarter or year back, on a card as a difference or a chart as a series.
Seventeen operators in a nested and-or tree, so the report that needs two exceptions and a date range stays one widget instead of becoming three.
Group by day through year, by equal-width bands, or by breakpoints you set, each band carrying a sort key so the axis reads in bucket order.
Six palettes including a print set, pinned per widget, each carrying eight series colours plus the axis, grid, card and tooltip colours drawn around them.
Total calls, answered rate, average duration and missed calls, split by direction and outcome, over the call records rather than a sampled 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