Migration guide
Migrate from DashThis in a weekend
Convert DashThis dashboards to SendBriefs briefs. Step-by-step playbook covering data sources, client setup, and cutover in 5 hours.
The migration in 9 steps
- 01
Export DashThis presets and reports as PDFs (reference)
- 02
Catalogue your active dashboard count + client roster
- 03
Reserve a Founders Circle seat at /early-access
- 04
Reconnect data sources via OAuth
- 05
Clone the SendBriefs monthly-performance + weekly-status starters
- 06
Migrate top 5 clients with brand kits + delivery cadences
- 07
Run side-by-side test for one client
- 08
Cut over remaining clients
- 09
Cancel DashThis subscription
Why teams switch#
DashThis is built around automated dashboards from presets — fast setup, clean output. SendBriefs is built around the brief as the deliverable — narrative-led, branded, approved, and forwardable.
If your clients are consuming dashboards as PDFs in their inbox, the DashThis-PDF pipeline is roughly equivalent to the SendBriefs-brief pipeline at the surface level. The deeper difference: SendBriefs's briefs have narrative blocks alongside data blocks, so the strategic story can sit next to the metrics. PDF exports of a dashboard don't compose this way.
Before you start#
Need:
- DashThis admin access
- Top client list + data source inventory
- 4-5 hours of focused time
What stays the same#
- Data source OAuth. Same Google/Meta/HubSpot/etc. flow.
- Client roster + cadence. Direct mapping.
What changes#
- Output composition. DashThis composes dashboards + charts; SendBriefs composes narrative + metric blocks. Same data, different document structure.
- Approval surface. SendBriefs ships with inline review + audit log; DashThis doesn't.
- Per-client pricing. Both tools are per-client-ish, but SendBriefs is more transparent about overage rates and adds unlimited team members at every tier.
Step-by-step walkthrough#
1. Export your DashThis presets + reports#
Use these as visual reference when configuring SendBriefs templates. The structural mapping isn't 1:1 — DashThis presets become block-by-block configurations in a SendBriefs template.
2. Catalogue active dashboards + clients#
Most DashThis setups have one dashboard per client per cadence. Map them:
client | dashboard | cadence | sources
Acme | Monthly performance | monthly | GA4, Google Ads
Acme | Weekly status | weekly | Linear, Harvest
...
3-9. Follow in-app onboarding#
The setup flow walks you through OAuth, template cloning, client migration, and cutover batching with help docs at each step.
Common gotchas#
- Preset translation. DashThis presets are highly templated; SendBriefs templates are block-composable. The translation is "what would a brief that summarizes this dashboard look like?" — usually the answer is fewer chart blocks + more narrative.
- White-label features. DashThis white-labels at the agency level; SendBriefs white-labels at the per-client level. If you currently have one agency-branded experience, you'll move to per-client branding (most agencies see this as an upgrade).
- Scheduling overlap. Make sure DashThis schedules are paused before SendBriefs's start firing.
When to ask for help#
If you're migrating >25 clients or have heavy customization, apply to Founders Circle for hands-on help.
We’ll migrate you in a weekend
Founders Circle agencies get hands-on migration help.
We pair with you, recreate your top templates, set up your top 5 clients, and run the first cycle alongside you. Plus lifetime discount + co-marketing. Capped at 25 agencies total.
Migrate from DashThis. Render your first brief this week.
Founders Circle pre-launch — we migrate you in a weekend, set up your first 5 clients, run the first cycle together. Capped at 25.