Share a live dashboard with your clients
Replace screenshots and PDFs with a live dashboard your client can open any time. Share it with a link, protect it with an access code, or embed it inside your own website or customer portal.
For anyone who sends clients performance updates and wants them to see proof of the work.
What you get
- A simple share link, with an optional access code
- Embed in another website or customer portal
- Live numbers, so nothing goes out of date
- See who viewed it and when
- Download a PDF when someone wants one for a meeting
How do I share a dashboard with a client without giving them a login?
Turn on sharing and send the link. Anyone with the link can open the dashboard without signing in. If it should stay private, add an access code and share that with the client too.
Can I embed a dashboard in my website or client portal?
Yes. A dashboard can be embedded inside another website or a customer portal, so clients see live numbers in the tools they already use, always current.
How do I protect a shared dashboard with an access code?
When you share a dashboard, you can require an access code. Only people who have the link and the code can view it, and you can turn sharing off at any time.
Can I see who viewed my dashboard?
Yes. Reporting Hub shows who viewed a shared dashboard and when, so you know if your client has really looked at it.
See it with your own data
Tell us what you want to report on. We will set up a walkthrough built around your own kind of data.
Request a demo