This exercise offers an introductory experience in creating your first dashboard with case data in Tines.
✋ Try this: Create a new case dashboard
Share dashboards with your team
Once you've created a dashboard, you can share it with team members to ensure everyone has visibility into case metrics and performance. Sharing dashboards helps:
Align teams around common metrics and goals.
Improve transparency by giving stakeholders real-time visibility.
Enable self-service so team members can answer their own questions without requesting reports.
Dashboards can be shared with specific users or teams, and you can control who has view or edit access. This ensures the right people see the right data while maintaining security and control over your case information.