How to share a dashboard with clients
There are four practical ways to get a dashboard in front of a client. The right one depends on how private it needs to be and how often they will look.
The short version
- Link for speed
- Access code for privacy
- Embed for convenience
- Portal for a full client experience
What is the simplest way to share a dashboard?
A link. Turn on sharing and send the link. Anyone with it can open the live dashboard, so it never goes out of date like a screenshot does.
How do I keep a shared dashboard private?
Add an access code to the link. Only people with both the link and the code can view it, and you can turn sharing off at any time.
When should I embed a dashboard instead?
Embed it when the client already has a place they visit, such as your website or their portal, so the numbers appear there without another login.
When is a client portal better?
When the client needs more than numbers: project progress, comments and replies. A portal gives them one private place for all of 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.
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