How to Share CRM Reports with Stakeholders

DenchClaw is local-first, which means your reports are fast and your data is private—but it also means you need a deliberate approach to sharing that data with people outside your machine. Whether you're sharing pipeline updates with your board, sending weekly metrics to your team, or exporting data for an investor update, DenchClaw has several paths for getting reports to stakeholders.

Option 1: Scheduled Text Reports via Telegram or Email#

The simplest sharing mechanism is a scheduled narrative summary. Instead of sharing a live dashboard, you push a text report to a channel where your stakeholders already are.

Weekly pipeline report to your team Telegram channel:

"Every Monday at 8am, generate a pipeline report and send it to 
my team Telegram channel. Include: total pipeline value, 
deals closing this week with owner and value, 
new deals added last week, and any deals with no activity in 7 days."

This sets up a cron job. Your team gets the report automatically without needing access to your CRM.

Board update format:

"Generate a board-ready pipeline summary. Include: total pipeline value, 
closed revenue this month vs last month, win rate this quarter, 
average deal size trend (last 3 months), and top 5 open deals by value."

Copy the output into your board deck or send as a Telegram message to your board channel.

Email report:

If your stakeholders prefer email, use DenchClaw's Gmail integration:

"Every Friday at 5pm, email a weekly CRM report to sarah@company.com 
and marcus@company.com. Include the key metrics table and top deals list."

Option 2: Export to CSV or Excel#

For stakeholders who want to work with the data themselves:

"Export my active deals to a CSV file. Include: deal name, company, 
stage, value, owner, expected close date. 
Save to ~/Downloads/pipeline-report-march-2026.csv."

DuckDB can also export to Excel format directly:

"Export my Q1 deals analysis to an Excel file with three sheets: 
all open deals, closed-won this quarter, closed-lost this quarter."

For recurring exports, automate the schedule:

"On the last Friday of every month, export my deals data to 
~/Downloads/monthly-pipeline-[date].csv and notify me via Telegram."

Option 3: Screenshot and PDF Reports#

For polished shareable reports:

Dashboard screenshot:

Build a DenchClaw app with your key metrics, then take a screenshot:

"Open my pipeline dashboard app and take a screenshot. 
Save it as ~/Downloads/pipeline-march-26.png."

Or use the Peekaboo skill for a high-quality capture of the rendered dashboard.

PDF export:

For formal reports to investors or board members:

"Generate a formatted PDF report of this month's pipeline metrics. 
Include a header with the date, a metrics summary table, 
a pipeline by stage bar chart, and the top 10 deals by value."

DenchClaw can generate an HTML report and convert it to PDF. The output is clean enough for professional use.

Option 4: Live Shared Dashboard via here-now#

The most powerful sharing option is a live dashboard that stakeholders can view in their browser, updating in real time.

Step 1: Build your dashboard app.

"Build a read-only pipeline dashboard app for sharing with my team. 
Show: pipeline value by stage, deals closing this month, 
win rate this quarter, recent activity. 
Make it read-only—no editing capabilities."

Step 2: Publish it with the here-now skill.

"Publish my pipeline-dashboard app to the web using here-now."

This gives you a URL like pipeline-stats.here.now that anyone can view. The dashboard pulls live data from DuckDB.

Limitation: here-now shares are temporary (hours to days). For permanent shared dashboards, deploy on your own domain or use Dench Cloud when team sharing becomes available.

Option 5: Notion or Document Integration#

If your team works in Notion or Google Docs:

"Export this week's pipeline summary as a Notion-formatted table. 
I'll paste it into our weekly review doc."

Or use the gog skill to write directly:

"Update the 'Pipeline' section of our team Google Doc (doc ID: xxx) 
with this week's metrics. Replace the existing table with fresh data."

Building a Board Update Template#

For regular investor or board reporting, create a template:

"Create a document template called 'Monthly Board Update - Pipeline Section' 
with placeholders for: [MONTH], [PIPELINE_VALUE], [CLOSED_REVENUE], 
[WIN_RATE], [TOP_DEALS_TABLE], [KEY_DEALS_COMMENTARY]."

Then each month:

"Fill in the Monthly Board Update template with current data from my CRM. 
Pull the metrics from DuckDB and generate the key deals commentary 
based on what moved this month."

This gives you a ready-to-paste board update section in minutes.

Setting Up a Weekly Team Sync Report#

For teams using Telegram or Discord:

"Every Monday morning at 9am, send a weekly pipeline report to 
our #sales channel in Discord. Format it as bullet points—
no tables, since Discord doesn't render markdown tables well. 
Include: total pipeline, deals closing this week (with owner), 
new leads added last week, top 3 open deals."

The agent sends this automatically each week. Your team has the context they need going into the week without anyone having to pull a report manually.

Frequently Asked Questions#

Can stakeholders access DenchClaw directly to pull their own reports?#

Not in the current local-first model. Stakeholder access requires either sharing reports manually, publishing a dashboard via here-now, or using Dench Cloud with team permissions (on the roadmap).

How do I share data without exposing sensitive deal information?#

Create filtered exports or views that only show the data appropriate for that audience. A board-level summary can exclude individual contact details; a team-level report can exclude compensation data.

What's the best format for board investors?#

A brief narrative summary (2-3 sentences on each key metric) plus a table of top deals works well. PDF or inline in a board deck is better than requiring access to a live tool. The scheduled email approach works for monthly investor updates.

Can I automate the entire board update process?#

Yes. Set up a monthly cron job that: generates the metrics, fills in the template, exports to PDF, and emails it to your board members. Review it once before the first send, then let it run.

How do I handle confidential data in exports?#

DenchClaw respects whatever fields you include in the export query. Don't include sensitive fields (salary, private notes) in the export query, and they won't appear in the output. There's no automatic redaction—you control the schema of every export.

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