Ensure that everyone is on the same page by sharing relevant KPIs with your colleagues. Klipfolio Dashboard lets you easily share individual KPIs, tabs, and even the data sources powering your dashboard.
DBAs, IT staff, and tech-savvy employees in your company can set up and share data sources; BI specialists can set up and share KPIs; Departmental staff can set up tabs (collections of KPIs) and share them with teams.
Users can belong to any number of groups. Access rights to data sources, tabs, and Klips flow through the group permissions model. It’s simple, flexible, and easily enforced.
Whenever you add a Klip to a shared tab it will appear instantly for everyone using that tab. The same applies to removing or updating Klips and when changing tab layouts.
Set up tabs and KPIs with a permissions model so that everyone can see these assets, but only you can make changes. Control exactly what your users do and do not see on their dashboard.
Next: Share with Clients