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Reporting & Analytics

Shared Dashboard

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What Is a Shared Dashboard and How Does It Help Teams Work With the Same Data?

A Shared Dashboard is a feature that allows administrators to create customized dashboards and share them with selected employees, managers, or other administrators. Everyone with access can view the same dashboard layout and the same set of shared metrics, ensuring that teams work from a consistent source of information.

By centralizing important business insights in one dashboard, organizations can improve visibility, reduce confusion, and make it easier for teams to collaborate using the same data.

Why Is a Shared Dashboard Important for Businesses?

When team members rely on different reports or dashboard views, they may interpret performance data differently or make decisions based on inconsistent information.

Shared Dashboards provide a common view of important business metrics and operational data. Administrators can control who has access and what information is shared, while employees and managers can use the same insights for discussions, reviews, and decision-making.

This improves data consistency, reduces misunderstandings, and supports faster collaboration while maintaining control over shared information.

What Are the Key Benefits of Shared Dashboards?

  • Centralized sharing: Share important dashboard information with selected users from one place.
  • Role-based access: Control dashboard access according to user roles and responsibilities.
  • View-only control: Allow users to view shared dashboards without changing the underlying dashboard configuration.
  • Consistent metrics: Ensure teams are working with the same performance indicators and business data.
  • Flexible role selection: Share dashboards with specific employees, managers, or administrators as required.
  • Improved collaboration: Give teams a common view of data to support faster communication and decision-making.
  • Better administrative control: Allow administrators to manage shared dashboard access and content.
Business Insights Summary Reports Multiple User Roles Dashboard Support on Mobile

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Frequently Asked Questions

Present operational and performance findings in a shared view. In a Shared Dashboard workflow, Business Insights helps teams connect supporting records, activity, and follow-up actions in one operational process. TrackOlap's Employee Productivity Software is the related product for coordinating this work from a centralized platform.

Give teams concise reporting views built from consistent information. In a Shared Dashboard workflow, Summary Reports helps teams connect supporting records, activity, and follow-up actions in one operational process. TrackOlap's Sales CRM is the related product for coordinating this work from a centralized platform.

Organize dashboard access according to employee and manager responsibilities. In a Shared Dashboard workflow, Multiple User Roles helps teams connect supporting records, activity, and follow-up actions in one operational process. TrackOlap's Field Sales Automation is the related product for coordinating this work from a centralized platform.

Make key dashboard metrics accessible to authorized mobile users. In a Shared Dashboard workflow, Dashboard Support on Mobile helps teams connect supporting records, activity, and follow-up actions in one operational process. TrackOlap's Task Management is the related product for coordinating this work from a centralized platform.

Share selected sales, pipeline, and customer performance information. In a Shared Dashboard workflow, Sales CRM helps teams connect supporting records, activity, and follow-up actions in one operational process. TrackOlap's Sales CRM is the related product for coordinating this work from a centralized platform.

Review agreed productivity metrics from a common dashboard. In a Shared Dashboard workflow, Employee Productivity helps teams connect supporting records, activity, and follow-up actions in one operational process. TrackOlap's Employee Productivity is the related product for coordinating this work from a centralized platform.

Measure work patterns and productivity trends with actionable employee insights. In a Shared Dashboard workflow, Employee Productivity Software helps teams connect supporting records, activity, and follow-up actions in one operational process. TrackOlap's Employee Productivity Software is the related product for coordinating this work from a centralized platform.

Automate field workflows, visit plans, and sales processes to boost team productivity. In a Shared Dashboard workflow, Field Sales Automation helps teams connect supporting records, activity, and follow-up actions in one operational process. TrackOlap's Field Sales Automation is the related product for coordinating this work from a centralized platform.

Assign, prioritize, and track tasks across teams to ensure nothing goes incomplete. In a Shared Dashboard workflow, Task Management helps teams connect supporting records, activity, and follow-up actions in one operational process. TrackOlap's Task Management is the related product for coordinating this work from a centralized platform.

Administrators, managers, employees, and cross-functional teams can benefit from a Shared Dashboard when they need controlled access to the same metrics and operational information. Combining Shared Dashboard with TrackOlap's Employee Productivity Software gives these users a connected product workflow for managing related activities, records, and decisions from one platform.