Saving and Sharing Tool Results

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.

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.

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.

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.