In short: Every request first produces a preview. It is not public. An existing live dashboard remains unchanged while you review. Only when you click Approve and put live do your readers see the new version.
The preview
As soon as the preview is ready, the Builds page shows Ready for you on your request. There you will find these buttons:Screenshot needed: a request on the Builds page with “Ready for you” and the four buttons.
Sample figures
If no real data is available yet, the preview shows sample figures instead of empty boxes. This lets you assess the layout and charts anyway. As long as an area contains sample figures, a notice appears at the top of the dashboard, such as “Some figures on this dashboard are placeholders.” It disappears once all affected areas have received real data. Sample figures are never carried over.The display check
When you click Approve and put live, the dashboard is first opened the way readers see it. If a section stays empty despite available data, or the page shows an error, the dashboard is not published. You then receive a clear explanation and the recommendation to request a revision.Rejecting
Click Reject and describe as specifically as possible what should change. Alex uses your reasoning as the next job.- New dashboard or copy (nothing is live yet): With Order another round, Alex rebuilds the dashboard based on the same job. He fixes the points you raised. Each revision costs credits again. With Discard, you throw away the preview.
- Change to a live dashboard: Request the next revision via Ask for a change. The live dashboard is not affected.
Going live
Approve and put live does three things:1
The fixed link shows the new version
The preview becomes the dashboard under the fixed link. A change goes live under the same link, without interruption.
2
The refreshes start
On the first go-live, the Console starts the automatic refreshes. They run through your account. Each data area is refreshed according to its defined cadence. Every refresh consumes credits. The Console points this out in advance.
3
Proposals arrive by email
From the first go-live onward, the person responsible (owner) receives an email whenever coworkers propose changes to the rules. See Rules, method and lists.
Changes to a live dashboard
When you request a change, the live dashboard keeps running the whole time. Your readers see the old version until you approve the new one. Then the same link switches over without interruption.What you can do next
Data areas and refreshes
What keeps the figures up to date.
Access: link and password
Give your team access.