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 pretty cool, but live dashboards are a much faster solution as the only thing you need to do is:

  • set your dashboard
  • send it to your client
  • and every time they open it they will see a refreshed dashboard with fresh 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.
how to set up specific date range for your dashboard

The live dashboard link that you need to send to your client will show up when you click on VIEW PUBLIC MODE (as opposed to EDIT MODE). 

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 and click on View (Public) Mode

Click on “Click to copy this dashboard URL” as shown below  

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

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