Create and deliver a dashboard in a format best suited for your audience; schedule a weekly pdf, provide a link that can accessed at anytime, or create a read-only user where they can access the data.
How do you want to tell your story? Is your audience used to looking at analytics? Will having 24/7 access to data be more harmful then helpful?
These are the type of questions you should ask when determining sharing options. With Cyfe you can:
- Create a public url (can be password protected) to give those with the link 24/7 access to a dashboard
- Schedule a one-time / daily / weekly / monthly email of your entire dashboard or inidivudla widgets in png, jpeg, pdf, or csv format
- Create a read-only user where your colleague or customer can view and analyze metrics on their own
For instructions on sharing your report, click here.
Set up for Success: Explain your Dashboard
You’re used to looking at analytics (or at least someone on your team is), but your client probably isn’t. They will likely not understand what they’re looking at right away and it might take some time for them to figure out how the dashboard works and how to read the data.
If you are not going to explain the metrics and provide context in-person, utilize the text widget to provide color to your metrics and work done on their behalf.