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!