Opening your dashboard…
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Housing Pro Planners · Executive dashboard
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Choose what shows and in what order. These choices are yours alone and follow you to any device.
Admins always see everything. Assign the dashboard to anyone else, such as your CEO, executive director, or board chair, then use Choose to decide what they see: everything, or only certain figures from the planners you select.
Someone not yet on your team can be invited as a Viewer, which uses one seat and lets them read every planner. Or assign it as Dashboard only: no seat, no access to the planners, and they see only what you choose.