Geckoboard

Learn how to share your dashboard with sharing links, Snapshots for Microsoft Teams, Slack, or email, invite users to your account, or embed your dashboard into other tools.

How to share a dashboard with others

Create a link to your live dashboard that can be easily bookmarked, embedded, or shared directly with others.

Share a dashboard with share links

Schedule Snapshots of your dashboards to be delivered automatically to Microsoft Teams or Slack.

Send dashboard Snapshots to Microsoft Teams or Slack

Schedule email Snapshots to keep your team and stakeholders informed.

Send dashboard Snapshots via email

How to capture a screenshot and download your dashboard as a PDF.

Download a dashboard as a PDF

Steps to add web apps to your Dock for easy access to your dashboards using Safari and Chrome.

Access your Geckoboard dashboards from your MacOS Dock

Steps to add a shortcut to your dashboards as a web app using Chrome.

Add a shortcut to your Geckoboard dashboards on Windows

Learn about possible limitations for your Microsoft Teams connection.

Troubleshooting Microsoft Teams connections for Snapshots or Alerts

Receive an alert in Microsoft Teams or Slack when your metric enters or exits a success or warning state.

Get alerts in Microsoft Teams or Slack when important changes happen to metrics

Sharing dashboards

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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