Every Equals workbook has a dashboard, which makes it possible to instantly turn any analysis into a live report that can be automatically distributed on a custom schedule. To access your dashboard, just navigate to the Dashboards sheet included in every Equals workbook.
What can you add to dashboards?
Individual cells, tables (ranges of cells), and charts from the open workbook. These objects will refresh based on any scheduled queries in the workbook. You can also add context with text and auto-generated AI summaries of any tables and charts on the dashboard.
Who can create, edit, and view dashboards?
Dashboards inherit the permissions of the workbook they are contained in.
Creating and editing
Only members with
Can edit access to the workbook can create and edit the dashboard in a workbook. They can also add and modify destinations (see below).
Any member with
Can edit or
Read only access to the workbook will be able to view the dashboard. Use the
Dashboard only only option if you want select members not to have access to other worksheets in the workbook.
Where can you send dashboards to?
You can add destinations to send a snapshot of a dashboard to on a custom schedule, including email, Slack and Google Slides. You can only configure each destination once per workbook.
Note: Hourly schedules are only available on the
Configuring Slack as a destination
In order to send scheduled reports to Slack, you must first connect your Equals Workspace to your Slack Workspace.
You will be prompted to do this when adding Slack as a dashboard destination for the first time:
You can configure this connection at any time in your Equals workspace settings.
Once your Equals Workspace is connected to your Slack Workspace, you must invite the
EqualsSlack app to any private channels you want to send scheduled reports to. This app is automatically installed when you perform step one.
You do not need to do this for public channels.
A quick note on permissions
Note that Equals respects your permissions in Slack. This means that other Equals users can only see the Slack channels they have access to. This includes when an Equals member with
Can edit access is adding channels to the Slack destination and also when viewing which Slack channels have already been added.
Configuring Google Slides as a destination
The Equals member that first adds Google Slides as a destination for a given dashboard will be set as the Creator for those Slides' documents.
What types of dashboards could you create?
The world is your oyster. Here are a few examples we prepared earlier.
Business Daily Pulse
How much do dashboards cost?
Dashboards are included free in all current pricing plans. You can create an unlimited number of dashboards in your workspace. You are limited to the number of destinations you can configure across your workspace. If you are on a legacy pricing plan, you can see your upgrade options here.
3 scheduled destinations
5 scheduled destinations
Unlimited scheduled destinations
Weekly and daily schedules
Weekly and daily schedules
Weekly, daily, and hourly schedules
Admins can upgrade your workspace's plan at any time under
Settings > Billing.