Role-Based Dashboards provide an unprecedented level of flexibility for curating a precise display of the information that matters most, both to you and to other users of TruVoice. This level of flexibility can potentially be a little intimidating to a brand new user, which is why the concept of a Role Based Dashboard was born — it allows us to curate the most important visualizations that matter to a user with a given role. 

We've taken this a step further by adding the ability to share a Custom Dashboard via two mechanisms, giving you a way to tailor a Dashboard for a specific user or group of users that fall outside the primary Role-Based mechanism. 

Glossary

• Role-Based Dashboard: A pre-defined Dashboard containing specific data visualizations relevant to a particular user's Role in the organization.
• Custom Dashboard: A Dashboard that a user builds themselves with specific data visualizations they are interested in.
• Dashlet: A self-contained data visualization accessible via a Custom or Role-Based Dashboard in TruVoice.

Key Benefits

• Curated Data Feeds: Admins can curate specific displays of information to help onboard new users or manage visualizations for users that are less technically-inclined to tinkering.
• Report Collaboration: Share a particular configuration of data visualizations with others on your team to collaborate on a report while ensuring you're looking at the exact same information.
• Stakeholder Reporting: Keep stakeholders apprised of key information and trends using visualizations they don't have to spend excessive time interpreting.

Navigation & Usage

After creating a Custom Dashboard you want to share with someone, you'll see two options in the Options Menu for that Dashboard:

Share Dashboard: This shares a synchronized version of the Dashboard you've created. This allows you to retain control over the content, including which Dashlets are added to it, the filters for those Dashlets, and how they're arranged. The recipient only has the ability to view the Dashboard and see it exactly as you intend, and if you make any changes to it, those automatically render to the recipient. They do not have the option to delete it, but they can hide it from their list of Dashboards if desired.

Share a Copy of Dashboard: This operates similarly, but instead of being synchronized, it's more like a snapshot of that Dashboard as you have it set up at that point in time. The recipient can interact with this version of the Shared Dashboard however they see fit — they can add additional Dashlets, remove Dashlets, change the filters, and even delete the Dashboard entirely, and this does not affect your original copy.

In both cases, you can share the Dashboard with specific users, specific roles, or all users:

For the synchronized version, who you've shared it with is retained with that Dashboard so you can go back later to add additional recipients, or remove recipients you previously shared with if that Dashboard is no longer relevant to them.

Use Cases

There are multiple use cases where this functionality can be used. Which Share Option you use depends on what you intend the recipient to get out of it. 

• Share Dashboard 
  • Curate a specific set of filtered Dashlets for the recipient(s) that presents data relevant to a report you're working on together
  • Control the data that is visible to the recipient(s) by applying filters that the recipient cannot change
  • Create a default Role-Based Dashboard for a role that is not a standard role in the system
• Share a Copy of Dashboard
  • Curate a specific set of Dashlets for the recipient as a "starting point" for them to see the different options they have for building out their own Dashboard
  • Build a trend report for a particular time period, product, or competitor to share with stakeholders and executives to review that they can tinker with to drill down into other specifics they might be interested in, or delete it themselves when it's no longer relevant