You love Mentionlytics’ Reports. We love them too — and with good reason. They deliver rich insights and clear summaries that help drive smarter decisions.
But the thing is, when you need to share real-time data with your clients, you need something dynamic.
Because, you know, PDFs and slide decks are static. They don’t refresh automatically with new data. Real-time reporting isn’t reports’ job. It’s dashboards’ job.
Now you can level up your real-time reporting with Mentionlytics’ new Share Dashboard Functionality: The best way to share interactive, custom dashboards with live data with your clients without them having to log into the platform.
How? Just with a shareable link (and a password if you want to be 100% safe), and you’re good to go!
Whether you’re reporting on PR campaign performance, media coverage, or brand sentiment, this new functionality lets you securely share live dashboards — customized to show exactly what your client needs to see, and nothing they don’t.
What is the Share Dashboard Functionality?
The Share Dashboard functionality allows marketing and PR agencies to publish and share custom dashboards via a simple link.
This means your clients can now access real-time, fully tailored, interactive dashboards without needing to log into Mentionlytics.
And you can even embed the shared dashboards directly on your own website using an IFRAME, making it look like a native part of your agency’s services with your branding.
Key Capabilities You Need to Leverage
Here’s how you can take full advantage of this feature.
Share Custom Dashboards Only
The feature is built around Custom Dashboards functionality in Mentionlytics, giving you full control over what’s displayed.
If you want to share a standard dashboard, all you have to do is just duplicate it into a custom one first and publish it.
Copy Link & Go
Once published, you get a unique link to the dashboard you want to share.
Send it to your client or even place it behind your own interface, whichever works best for your workflow.
Tailored Views Per Client
You decide what your client sees.
Exclude specific boxes (like the Mentions Tracker box) to create a focused view that aligns with their interests and access needs.
Perfect White-Label Experience
Do you want to make the dashboard feel like it’s part of your own reporting system?
You can hide the Mentionlytics branding, giving your clients a clean, professional experience under your own brand. See what a white-label custom dashboard looks like below.
Privacy First (Read this!)
Protect access with a password so only authorized viewers can see the data.
Sharing without a password? Sure but…anyone with the link can view it, so we highly recommend password protection.
Not Meant for the Masses
This feature is not designed for public or high-traffic use. It’s perfect for sharing with select clients, e.g., a brand team of 10.
However, it’s not for embedding on open websites or public pages.
Plus: Add Your Custom Dashboards into HubSpot or other CRM
This is just perfect for combining social listening insights with your CRM data, or if you want to make your social media reports extra rich!
You can create the custom dashboard you want, publish it, and then just take the shareable link and add it as external content in any HubSpot dashboard you want. To do that, follow these steps:
- Open the HubSpot dashboard you want to add your Mentionlytics’ shared dashboard.
- Go to “Add Content” at the top right corner.
- Select “External Content”
- Paste the link you’ll get from Mentionlytics (find more info on that in the next section).
- And that’s it!
Ta-da! You get your Mentionlytics’ dashboard, interactive and powerful, into your reporting system!
You can do that on any CRM system that allows users to embed external content via links.
How to Share a Dashboard in Mentionlytics
Here’s how to use the new feature:
- Go to the 3 dots in the top right corner of your dashboard and choose the report you want to share with your clients (or create a new one).
- Click the new Publish Dashboard option.
- Switch the “Published” bar from off to on.
- Set a password (recommended) to avoid having your clients’ data compromised.
- Select the trackers you want to present data for in your shared dashboard.
- If you want to customize your shared dashboard further, click on “Advanced Options”.
- Enter a Company Label (that’s for your client’s brand name).
- Choose if you want the report to be white label or Mentionlytics-branded.
- Select if your clients would be able to do a boolean search or change basic filters (like channels or time).
- Apply preset filters if you have/want any.
- Select the date range for the data (max. 3 months in the past).
- Then click Save. The pop-up will disappear, but don’t panic!
- Click the 3 dots again.
- Click the Copy Link button.
- Send it to your clients and don’t forget to share the password!
Use Case #1: Share Mentionlytics Wisdom as Your Own
Let’s say you have 3 accounts across a global client portfolio. Each brand cares about different things:
- Daily brand monitoring
- Campaign sentiment shifts
- Monthly social media performance.
With the new feature, you can create a custom dashboard for each need with all the analyses they want (different filters, keywords, and so on) and then publish it.
After that, you get a shareable link you can send to each of your clients, giving them full visibility without any extra steps.
The dashboard will automatically be updated with new data as it gets gathered by Mentionlytics, and keep the analyses up-to-date.
No more endless PDF reports. No more back-and-forth emails. Just real-time monitoring!
Use Case #2: Enrich Your CRM Dashboards with Social Listening Data
Suppose you want to create a comprehensive dashboard in HubSpot about all new leads generated from different social media sources organically in October.
But you want to take it a step further, justifying the ups and downs in your lead-gen process. So, what you can do is:
- Create a custom dashboard in Mentionlytics, selecting only the social media sources you want (e.g., TikTok, Threads, X).
- Fill it out with sentiment analyses, emotion charts, Share of Voice calculations, and mentions’ trends.
- Publish it and copy the link.
- Drop it into your HubSpot dashboard and let the insights flow!
You may find out that in October, you’ve got fewer leads generated from X, due to rising negative sentiment toward your brand (a crisis could be brewing there).
Or you may realize that the spike in leads from TikTok was because of your video going viral, gathering tons of mentions, and skyrocketing your awareness!
In any case, you’ve got the social listening data to support your claims.
Ready to Share Data in Real-Time?
The Share Dashboard functionality is now live and available to all Agency Plan users.
However, if you’re a Pro or higher plan user, you can contact our team to help you access this new feature.
Save time and keep your clients happy with up-to-date, sleek, and interactive dashboards!
