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Tell Dash what information you want to track. In this guide, you will create a dashboard, share it with your company, and have it emailed to you every week.

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Open a new dashboard

Open your company’s Galvant app. Click Dashboards in the app sidebar, then New dashboard. Click Ask Dash to open the conversation panel.
Screenshot placeholder: DQ-01Show a newly created dashboard with Ask Dash open. Mark the New dashboard and Ask Dash controls so the starting point is clear.

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Describe what you want to track

Describe the information you need in your own words. Dash chooses how to organize and visualize it. You can also choose an example below, copy its message, and send it to Dash. Pick an area covered by your company’s connected data.

Build a dashboard to track sales trends and the customers and products contributing most.

If Dash asks about a measure or reporting period, answer its question to continue.

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Review and save your dashboard

Look through the dashboard Dash proposes. Check that it shows the information you asked for, then click Approve all to save it. If something needs to change, tell Dash what you want adjusted before approving.
Video placeholder: DQ-02Send one business-area message, show the resulting dashboard, and approve it. End on the saved dashboard. Use one example throughout the rest of the quickstart.

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Share it with your company

  1. Click Share in the dashboard header.
  2. Choose Everyone, then click Save changes. This lets people in your company with Dashboards access view it.
  3. Reopen Share and click Copy link. You can send this link to your teammates.
GIF placeholder: DQ-07Share the quickstart dashboard with Everyone, save the change, and copy its link. Keep Everyone in the company visible in the saved access list.

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Receive it by email every week

Set up a report to arrive in your own inbox every Monday at 9:00.
1

Open a new email schedule

Click Schedule email > Scheduled sends > New schedule.
2

Set the recipient and weekly time

In Recipients, keep only your own email address. If you enter it, press Enter to add it.Set Start to next Monday, Repeat to Weekly, and Every to 1. Under On, select only Monday. Set Time to 09:00 and check that Timezone is your timezone.
3

Save the schedule

Check the Occurs summary, then click Create schedule. Your saved schedule now appears in the list. Each email will include an Excel report of the dashboard.
Video placeholder: DQ-08Schedule the same dashboard to a publishable sample email every Monday at 09:00. Show the recipient, timezone, recurrence summary, and saved schedule in the list. End before any email is sent for the capture.
You now have a dashboard you can revisit, a link your teammates can open, and a weekly report scheduled for your inbox. For the next change you want to make, see Build and manage dashboards. For other audiences or email schedules, see Share dashboards and Export and email reports.