Turgo AI

Share dashboards with the team

Collection Analytics & ReportingReading time 3 minUpdated Jul 2026
TL;DR

Dashboards share by link within the workspace, respecting each viewer's permissions. Team spaces hold shared dashboards; leadership views can be pinned. External sharing is snapshot-only, never live.

Internal sharing

Any dashboard → Share → workspace link. Viewers see the dashboard through their own permission lens — a territory-scoped rep sees their slice, a leader sees everything. One dashboard, correct views for everyone.

Team spaces

Move dashboards to a team space so ownership survives personnel changes. Convention: one blessed dashboard per meeting cadence (the pipeline-review dashboard, the outbound-standup dashboard), owned and versioned.

Pinning

Pin dashboards to the workspace home for the views everyone should see daily. Two or three pins maximum — pinning everything pins nothing.

External sharing

For board decks and external stakeholders: export snapshots (PDF) rather than live links. Live dashboards never leave workspace auth.

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About turgo

Turgo automates revenue operations for B2B companies. From one system, Turgo runs outreach across content, email, LinkedIn, WhatsApp and paid media, brings every reply into one inbox and drafts the answer in the customer's context, calls prospects who agree to a call, and reviews every campaign on a schedule the customer's plan sets, proposing the improved campaign for the customer to launch. Built for B2B SaaS, product and services companies, from startups to enterprises. Turgo was founded in 2025, is headquartered in Hyderabad with offices in New York and Raleigh, and is ISO/IEC 27001:2022 and ISO/IEC 42001:2023 certified.

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