Creating and Sharing Presentations
A presentation turns your dashboard insights into a clean, shareable view, ready for a leadership review or a QBR. You can present it on screen, export it as a PDF, share a live link, or email it to stakeholders, without rebuilding anything by hand.
Creating a presentation
- Open the dashboard you want to present.
- Select Create Presentation (or open the presentations menu and create a new one).
- The assistant generates a presentation view from the dashboard's cards.
- Give the presentation a name.
Presenting on screen
To present live, open the presentation and click Present. This opens a full-screen view you can walk through during a meeting.
Exporting to PDF
To save or send a static copy:
- Open the presentation.
- Click Export to PDF.
- The presentation downloads as a PDF you can attach or archive.
Sharing a presentation
Share by email
- Open the presentation and select Share.
- Enter the recipients' email addresses.
- Optionally add a message.
- Send.
Recipients receive an email with a link to the presentation and a PDF copy attached.
Share a link
Every presentation has a visibility setting that controls who can open its link:
- Restricted (the default): only people with a Capacity account can open the link.
- Public: anyone with the link can view it, no account or sign-in required.
To share by link:
- Open the presentation.
- Set its visibility to Public if you want anyone with the link to view it, or leave it Restricted to limit access to Capacity account holders.
- Click Copy Link and share it.
Please note, a Public link can be opened by anyone who has it, with no sign-in. Keep a presentation Restricted if its insights shouldn't be viewable by anyone with the link.
Renaming and deleting
- Rename: open the presentation's options and choose Rename.
- Delete: open the presentation's options and choose Delete, then confirm. Deleting a presentation does not affect the dashboard it was built from.