Skip to main content
All CollectionsBasic Help ArticlesDashboard
Benefits of a "Live Dashboard" and How to Send it to Your Client
Benefits of a "Live Dashboard" and How to Send it to Your Client

Learn how to make live dashboards, how to send them to your clients, and why they are a better option than PDFs, automatic emails, etc...

Rad Basta avatar
Written by Rad Basta
Updated over a week ago

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!

Did this answer your question?