Saving and Sharing Tool Results
How to save Business Tool calculations to your dashboard, share results with your team, and export tool outputs.
Saving a Calculation
After running any Business Tool calculation, click Save to Dashboard at the bottom of the results screen. You will be asked:
- Which dashboard to save it to (or create a new one)
- A label for the saved result (e.g. 'Q2 China shipment — landed cost')
Saved calculations appear as a card on your chosen dashboard and are accessible to team members with access to that dashboard.
Saving Multiple Scenarios
You can save multiple versions of the same tool with different inputs — useful for scenario planning. For example, save three FX Risk Modeller runs with optimistic, base, and pessimistic exchange rate assumptions. Each saved result is independent; changing inputs in one does not affect the others.
Sharing Results Externally
To share a tool result with someone outside your organisation:
1. Open the saved card on your dashboard
2. Click Share → Guest Link
3. Copy the link and send it
The recipient sees a read-only version of the saved calculation — they cannot edit inputs or run new scenarios. Alternatively, use Export → PDF to generate a one-page summary of the result.
Exporting Tool Outputs
All Business Tool results can be exported as:
- PDF — formatted one-page summary with inputs and outputs clearly labelled
- CSV — raw data suitable for importing into Excel or Google Sheets
Click Export in the top right of any tool results screen to access these options. White-label PDF exports (with your branding) are available on the Business plan.