Share regular snapshots of your dashboard via email with external stakeholders to keep everyone in the loop and aligned on the KPIs that are performing well, and those that need a little extra attention.
On your dashboard, click the Share button in the top right-hand corner
A drop down will appear. Click the Share Board Snapshot button.
Next, a pop-up will appear and ask you to Name Your Snapshot. Enter your text, i.e "Monthly Marketing round-up" or "Q3 Revenue numbers" and click the Next button when you are ready.
A new pop-up will appear with the option to Share Board Snapshot Via Email. Enter the email addresses of the recipients you wish to share your dashboard snapshot with.
If you wish to add multiple emails, simply press enter or add a comma after each complete email.
If you need to delete any entered email address, simply hit the X.
Once you have entered all the required email addresses, click Send.
Your dashboard snapshot will now be sent via email to the recipient list.
Click anywhere away from this pop-up to return to your dashboard.
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