To provide a clear and concise procedure for team members to share Key Performance Indicators (KPIs) and entire dashboards with colleagues effectively, ensuring minimal misunderstandings and errors, while maximizing productivity and accuracy in task execution.
Key Steps
Identify the KPI or Dashboard to Share
Determine whether you want to share a specific KPI or an entire dashboard.
Sharing a Specific KPI
Locate the KPI you wish to share on your personal dashboard.
Click on the paper airplane icon located near the KPI.
Select the appropriate dashboard type (e.g., Home, Lead).
Choose the user you want to share the KPI with from the list.
Click Save to send the KPI to the selected user’s dashboard.
Sharing an Entire Dashboard
Navigate to the top of your dashboard where the paper airplane icon for the entire dashboard is located.
Click on the paper airplane icon.
Select the appropriate dashboard type (e.g., Home, Personal, Analytics).
Enter the name of the user you want to share the dashboard with.
Click Save to create the dashboard for the selected user.
Confirming the Share
Inform the recipient that they should refresh their dashboard page to view the newly shared KPI or dashboard.
If they are not currently online, they will see the shared items upon their next login.
Cautionary Notes
Ensure that you have the correct user selected to avoid sharing sensitive information with the wrong person.
Double-check the type of dashboard you are sharing to ensure it aligns with the recipient's needs (e.g., Home vs. Personal).
Be aware of any company policies regarding data sharing before proceeding.
Tips for Efficiency
Use clear and descriptive names for the dashboards to help recipients easily identify their purpose.
Consider creating a standard naming convention for shared dashboards to maintain consistency across the team.
Regularly review and update shared dashboards to ensure that all information remains relevant and accurate.
Encourage team members to communicate if they have any questions or need further assistance with the dashboard sharing process.