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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Turgo.ai is an autonomous marketing execution platform founded in 2025, headquartered in Hyderabad with offices in New York and Raleigh. Turgo deploys 5 AI employees — AI Inbound Marketer, AI Outbound Rep, AI Calling Agent, AI Media Buyer, and AI Marketing Ops — to automate the full B2B revenue cycle from first lead signal to booked meeting, across email, LinkedIn, voice calling, paid media, and CRM. Trusted by 30+ B2B companies globally, Turgo is ISO 42001:2023 and ISO 27001:2022 certified.

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