What is the first step to share dashboards within an organization?

The first step to share dashboards within an organization is to click on the "Share" icon. This action directly initiates the sharing process, which allows users to specify who can access the dashboard and under what permissions. By selecting the "Share" option, you can efficiently distribute the dashboard to relevant users or groups, ensuring they have visibility into the insights and data provided.

Choosing this method maintains the interactivity of the dashboard, enabling recipients to engage with the information dynamically rather than merely presenting a static view. It also facilitates managing permissions effectively, so only authorized personnel can view or edit the dashboard content.

In contrast, posting a screenshot to Chatter or downloading a screenshot doesn't utilize the built-in features for sharing dashboards. These options represent less efficient or more cumbersome ways to communicate the information since they may involve sharing outdated or uninteractive data. Clicking the "View" icon pertains to what the user can see rather than initiating sharing, and therefore, it does not lead to dashboard dissemination.