Experiment 07 Shared Boards
Share the board. Each person sees only their part.
One branch performance board, shared with every branch manager, each seeing only their own branch. Auditors get view-only access that expires. Distributors see their own invoices and nothing else.
How it works
Four steps, from raw data to a reading you can trust.
- 01
Choose people or groups
Invite by email, or pick teams such as Branch heads or Finance.
- 02
Set the role
View only, can comment, or can edit.
- 03
Add row rules
Limit rows by branch, region, salesperson or customer.
- 04
Schedule a snapshot
Optional email or WhatsApp image of the board at a fixed time.
Capabilities
What Shared Boards does.
Row-level rules
One board, many audiences. Rules apply to answers, drill-downs and exports.
View-only access
Partners and auditors can read and filter, but not edit or export unless allowed.
Expiring access
Set an end date for auditors and consultants; access stops on its own.
WhatsApp snapshots
A clean image of the board sent to a group every Monday morning.
Comments
Ask "why is Calicut down?" on the tile itself and keep the thread with the number.
Access log
See who opened which board and when.
Specification
Who companies share with
Typical audiences and the rules they get.
- Branch managers
- View only, rows limited to their branch
- Sales team
- View only, rows limited to their own customers
- Statutory auditor
- View only, all rows, access ends on a set date
- Distributors
- View only, their own invoices, schemes and outstanding
- Board of directors
- Monthly snapshot by email, no login needed
Questions
About Shared Boards
Next experimentData HealthCatch missing, duplicate and stale data before it misleadsCan staff see only their own branch?
Yes. Row-level rules on the Gold plan limit every answer, tile and export to the branches or teams a person is allowed to see.
Do partners need a paid seat?
View-only partner access is included free for up to 10 external viewers on Carbon and 50 on Gold.
Final reading
Every number your business needs is already in your data. Pour in one source and ask.
Your question is saved to your new workspace and answered as soon as your first source finishes syncing. Prefer a walkthrough? Contact us.