Sharing Dashboards, Using the Layout Builder, and Best Practices

Sharing Dashboards, Using the Layout Builder, and Best Practices

Dashboards in Pulse are designed to support both personal organisation and team collaboration. Once a dashboard is created, sharing options allow you to control who can access it and how it is used across the business. The layout builder provides the structure behind every dashboard, and a few best practices help you keep your workspace clear, purposeful, and easy to maintain.

Sharing your dashboard

Sharing settings give you full flexibility over the visibility of each dashboard. A dashboard can remain private when you want it for your own analysis. It can be made public when you want everyone in the company to access the same view. You can also share it with selected users or teams when a group needs a common source of information. These controls help you decide how widely a dashboard should circulate and ensure that the right people can see the right data.

Layout Builder

The layout builder is the foundation for every dashboard. It determines how information is arranged and how users will read and interpret the data. The builder lets you decide the number of rows and columns and gives you complete control over the structure. A well-planned layout allows performance information to flow naturally, with clear priorities and a logical visual order. The builder also gives you freedom to adjust the layout at any time, so your dashboards can evolve as your reporting needs change.

Tips for creating Strong dashboards

Strong Dashboards usually follow a few simple principles.

• A clear purpose makes the layout easier to follow, so it helps to focus each dashboard on a specific goal, team, or workflow. Important metrics are easier to understand when placed near the top or in larger widgets, while supporting information can sit lower on the page. 
• Grouping related widgets together creates a cleaner reading experience and reduces unnecessary scrolling. 
• Periodic reviews keep dashboards relevant, especially when priorities shift or new goals are set. 
• Removing unused widgets or reorganising sections helps maintain clarity as the business grows.

Dashboards become more effective when they remain simple, focused, and aligned with real daily needs. A balanced layout, clear sharing settings, and regular refinement ensure that every dashboard is easy to read, easy to share, and genuinely useful as part of your performance reporting.