Team workspaces
Work on the same dashboards and reports as your team
A workspace is a shared space for a team or a client: the dashboards, reports and data sources it needs, the people who should see them, and the discussion around them.
Workspaces are part of Professional (15 users) and Enterprise (100 users). Starter includes 3 users without workspaces.
- Workspaces
Group dashboards, reports and goals by team - Comments
Threads on dashboards, reports, questions and goals - Notifications
In the app as they happen, and by email - Public links
Read-only links you can switch off at any time
01 Workspaces
What a workspace holds
- Dashboards, reports and data sources shared into it. The originals stay where they are.
- Members with a workspace role: viewer, contributor, editor or admin.
- Invitations by email, which the invitee accepts or declines.
- An activity feed of what changed: items shared, comments added, members joined.
- Optionally a public link to the whole workspace, for a client or a board.
02 Comments
Discussion next to the numbers
- Comment on a dashboard, report or goal in a workspace. Reply in threads.
- Mark a comment as a question, suggestion or issue, and resolve it when it is dealt with.
- Edits are marked as edited.
- @mention a teammate to point them to a comment. The owner of the item and workspace admins are notified of new comments.
- Write
@claribiand a question to get an answer from the AI as a reply in the thread, based on the item's data. This uses AI credits.
You ask@claribi why did signups drop in the second week of March?
clariBI reads the data behind the dashboard and replies in the thread with what it finds, for example signups by day for that week next to the week before.
Like every AI answer in clariBI, the reply is based on the data it can see. If the data does not explain the drop, it says what it found rather than inventing a reason.
03 Notifications
Knowing when something changes
- Comments, invitations, finished reports and scheduled runs, data source syncs, usage and billing events appear in the app as they happen and, if you want, by email. You choose per type.
- In-app notifications arrive over a live connection. What is live and what is not.
04 Sharing outside the team
People without an account
- A public link opens a dashboard, report, forecast or workspace read-only, without a login. Turning the link off stops it working. More.
- A scheduled report can send an email after each run to any list of addresses, including people outside clariBI.
Try it on your own data
The trial lasts 14 days and needs no credit card. When it ends you move to the Free plan and keep your data and source dashboards.