Dashboards & interfaces

Sometimes you want to see your data, not just ask about it. Dashboards give you a live view — the numbers that matter, updated as your data changes. Interfaces go a step further: a purpose-built page your assistant creates for a specific job, that you can share with your team or publish for a client.

What you can build

• A team dashboard — open deals, renewals due this month, tasks by owner.
• An account overview — everything about one client on a single page.
• A live status page — this week's numbers, refreshed as data lands.
• A shareable interface — a simple, tailored page for a specific audience, like a client-facing summary.

How it works

You describe what you want to see, and your assistant assembles the view from your collections, tasks, and connected tools. Because it's built on your live data, it stays current — you're not pasting numbers into slides that go stale the next day.

Interfaces are generated for the job at hand. When you need a clean, focused page — a summary to walk a client through, a snapshot for a team standup — your assistant can produce one, and you decide who gets to see it.

Sharing is two separate decisions

An interface has two ways of reaching people, and they are independent of each other. The share panel keeps them on separate tabs so you always know which one you're changing.

• People. Share it the same way you share anything else in mente — with a named teammate, with a team, or with everyone in your company, as view-only or with edit access. See Sharing & permissions.
• The web. Publish the interface to a public link. Anyone who has that link can open it without signing in and without an account.

Neither setting forces the other. An interface can be published to the web and still be private inside your company — the public link is not a rung on the access ladder, it's a different door. Turning one on never quietly opens the other.

A few things worth knowing before you publish:

• The link follows the page, not the moment. The link always serves the page's current version — if your assistant rebuilds it later with newer data, everyone holding the link sees the new version. It doesn't refresh on its own; it changes when the page is regenerated.
• Publishing needs edit access. Someone you shared the page with as view-only can read it, but can't put it on the internet.
• Unpublishing is permanent for that link. The URL stops working immediately, and publishing again gives you a different one. People you shared it with inside your company keep their access either way.
• Interfaces are the only thing you can publish this way. Notes, collections, and tasks have no public link at all.

The Web tab also records who published the page and when, so months later there's an answer to "who put this out, and how long has it been up?"

See whether anyone actually opened it

Once a page is published, views through the public link are counted. The share panel tells you how many there have been since you published, and when it was last opened — so you can tell the difference between a link a client is using every week and one nobody ever clicked.

The count starts fresh each time you publish, because each publish is a new link. Views are anonymous: mente can tell you that the page was opened, not who opened it.

A full-screen view for your team

For people who are signed in, any interface also opens full screen — the page edge to edge, without the app around it. It's the same page and the same access rules; it just gets out of the way. Useful for a dashboard on a wall display, or for walking someone through a summary without your sidebar in the frame.

Try it

Build me a dashboard showing deals by stage, total pipeline value, and every renewal due in the next 30 days.

Or a shareable page:

Create a one-page summary of Acme Corp's account — their status, recent activity, and open items — that I can share with my manager.

Then publish it when it's ready:

Publish the Acme Corp summary to a public link so I can send it to them.

Related

Dashboards read from your structured data, and who can see them is controlled by sharing. For a full build, see A client portal dashboard.