The biggest value of live dashboards is that they are much easier to set up and are extremely time-frugal, especially in the long run. PDFs and automatic emails are cool, but live dashboards are a much faster solution as the only thing you need to do is:

  • set up your dashboard
  • send it to your client

And every time they open it they will see a dashboard with refreshed data!


IMPORTANT: You don’t have to worry about your client changing the data within the dashboard since the only thing they can alter is the date range.
Learn how to set up a specific date range for your dashboard.

To send your client a link to their live dashboard follow these 3 simple steps: 

STEP 1: Go to the dashboard you want to send


STEP 2: In the upper right corner find the Share button, and click on “Copy URL” as shown below.


STEP 3: Send the link you just copied to your client and voila - your work is done!


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