Communicate Data in Context Using the Dashboard Notes Feature

Whether it’s sharing role-relevant data with your team or sending regular reports to executives, sharing data is key to a successful data-driven strategy. But often, you need to communicate more than just the numbers. Maybe you need to explain the numbers in context, or perhaps you have important information that anyone viewing that dashboard needs to know.

That’s where the Dashboard Notes feature comes in. Rich text notes allow you to provide additional information for dashboard viewers quickly and easily without having to send a separate email or chat to each person.

In the video below, Product Manager Josh Dance shows how to use the Dashboard Notes feature in the Grow platform:

Learn more about Dashboard Notes in the Help Center.

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