The email digest sends a short snapshot of your own dashboard to your own inbox on a cadence you choose. It is off by defaultand only ever goes to the email address you sign in with — there is no recipient list, so the digest can never expose your data to another person. The snapshot is rendered under your saved dashboard filters, so the numbers match what you see when you open the dashboard.

Each digest email is a compact read of where things stand for the range you have saved:

• Headline numbers — New leads, pipeline value, won this period, and conversion rate, in your organization's base currency.
• Your work — How many items are overdue and how many are due today.
• Deals needing attention — Up to three of your at-risk deals, using the same risk scoring the dashboard shows. Omitted when there are none.
• Open your dashboard — A button that takes you straight back to the live dashboard.

If you are a manager, the snapshot follows your saved dashboard audience (your whole team, just you, or a specific teammate). Everyone else sees their own numbers.

Select Export in the dashboard header to download your dashboard as a PDF. The file is a data-driven render, not a screenshot — the numbers are pulled fresh and laid out cleanly, so the export stays crisp at any size and reads well in a slide or a printout. It downloads as a dated file named dashboard-YYYY-MM-DD.pdf.

The export mirrors your live dashboard:

• Respects your filters — The headline numbers use the same date range and audience you have selected on the dashboard.
• Respects your visible cards — A card you have turned off is left out of the PDF, so the export matches the dashboard you actually use.