Stay in the loop

Share it, schedule it, forget about it

Get the summary by email, send reports to clients, or give your team their own access.

Weekly email

Your plain-language summary lands in your inbox every week. It takes a minute to read, and you don't have to open the dashboard to stay up to date.

Scheduled reports

Choose the days you want a report, and it arrives without you opening the dashboard. Useful if you'd rather read your numbers on a schedule than check them on impulse.

Share your dashboard

Create a read-only link to your dashboard for a client, a partner, or anyone else. They see the numbers, without being able to change any setting.

Export

Download your numbers as a file whenever you need them, for a report, a spreadsheet, or your own records.

Team access

Invite the people you work with, and choose what each of them can see. Everyone gets their own sign-in, so you don't have to share one password.

How you use it

1
Turn on your weekly email

Get the plain-language summary sent to your inbox every week, no dashboard visit needed.
2
Share or export when asked

Send a read-only link to a client, or download a file with your numbers, whenever someone needs them.
3
Add your team

Invite the people you work with and choose what each one can see.

Questions

Can the people I share a link with change any settings?

No. A shared dashboard link is read-only, they see your numbers and nothing else.

What file do I get when I export?

A file with your numbers that you can open in a spreadsheet or attach to a report.

Can I limit what a team member sees?

Yes. When you invite someone, you choose what they can see and do.

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