Shared dashboards.
One definition, many viewers.
Granular permissions, inherited CRM access, live collaboration, and governance tools—share without sprawl.
Stop emailing dashboard screenshots.
Share, permissions, access, single metric defs, live collab, admin.
Dashboard Sharing
Share with individuals, teams, departments, or link-based viewers.
Permission Controls
View-only vs editor vs owner—match risk to role.
Access Control
Respect CRM visibility—dashboards inherit row-level reality.
Shared Metrics
Everyone references the same widget definitions—no forked truths.
Real-Time Collaboration
Editors see each other’s saves; viewers get live refresh together.
Dashboard Management
RevOps audits who has access and bulk-updates permissions.
Who uses these analytics
RevOps, sales leaders, and CS—one source of truth on the wall.
Sales leadership
Pipeline, conversion, and rep metrics on dashboards and wallboards without exporting to sheets.
Marketing ops
Campaign and funnel widgets beside CRM data for full-funnel reporting.
Customer success
Health scores and meeting load visible on shared team dashboards.
RevOps
Permissions, sharing, and refresh policies that scale across departments.
Why governance teams prefer Adoptiv sharing
Speed for operators. Control for security.
Still juggling twelve versions of the same dashboard?
Forked boards create politics. Adoptiv sharing keeps one canonical definition while permissions control who can edit or only view.
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Build once
Unlimited dashboards mean every team can get a link without duplicating widgets.
DashboardsShare a dashboard in three steps
Choose audience, set rights, publish.
Pick audience
Individuals, teams, or departments—or create a view link.
Set permissions
Decide who edits widgets vs who consumes metrics.
Publish
Notify stakeholders and let live refresh keep them current.
Everything you need to know about Adoptiv
Quick answers to what sales teams ask most before getting started with Adoptiv.
Yes. Generate links with view-only access and optional expirations for board meetings or investors.
Dashboards inherit the viewer’s CRM permissions—users only see data they’re entitled to in the core app.
Yes. Editors can iterate layouts with version history to avoid accidental overwrites.
Remove users, teams, or links instantly—changes propagate on next load.
Sharing and permission changes log to admin views for compliance-friendly review.
Open a dashboard, click share, pick teams or individuals, set view/edit, and send.
Ready to share dashboards securely?
Free trial. Permissions, live collaboration, unlimited boards.
