Support for sharing dashboards among users

Description

This feature allows authorized users to distribute their customized data visualizations and reports. This sharing mechanism automatically considers existing security policies created by system administrators, preventing users from inadvertently sharing sensitive data.

Example Use Case

Scenario: A national non-profit uses CPM software for performance tracking. Different departments within the organization require access to the same set of performance dashboards to streamline their workflows and facilitate data-driven decision-making. Sometimes a user creates a particularly compelling dashboard that they'd like to share.

Solution: The CPM software's dashboard sharing feature enables a user from the program management department to share the grant dashboard with the marketing, fundraising, and finance departments. This is as simple as hitting a share button, entering in usernames or selecting groups, and sending. An email notification lets the users know they have a new dashboard.

Considerations

Dashboard sharing comes in a few different variations with CPM providers. Some will keep it simple, sharing the entire dashboard with anyone who needs it. This is fine for small teams, but without security controls it will not scale to larger teams where certain data is sensitive.

Others are more targeted, sharing a specific chart on a dashboard instead of the entire page. That flexibility allows users to add one chart to their overall dashboard instead of having to cycle through many dashboards.

Questions to Ask a Vendor

• Sharing Permissions: How does your CPM software manage sharing permissions and role-based access for dashboards?
• Sharing Limitations: Can you share dashboards outside the organization?
• What can be Shared: When sharing, will the entire dashboard be shared or can I target a specific chart?