Insights (Reports/ Dashboards/ Goals) Duplication Feature

Almonzer Eskandar
Almonzer Eskandar Pipedrive Team Posts: 100 PIPEDRIVE TEAM
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edited April 2023 in What's New #1

Duplication Feature is now available to all insights users 🚀 


Say goodbye to manually creating copies of Dashboards, Reports or Goals! Starting today, all Pipedrive users can easily and simply use the duplication feature instead to save you time and energy. For all the details, check out our Knowledge Base article here.


DUPLICATING REPORTS AND GOALS

To duplicate a report you’ve created, click the “...“ button on the right-hand side of your screen and select the “Duplicate“ option. Once you save the changes, the new duplicated report will be opened automatically.


To duplicate a report someone else created and shared with you, click the “...“ button on the right-hand side of your screen and select the “Duplicate to your reports“ option.


To duplicate a goal, click the “...“ button on the right-hand side of your screen and select the “Duplicate“ option. Note that the options to duplicate goals depend on the editing rights the admin of the company account has granted.


DUPLICATING DASHBOARDS

To duplicate a dashboard you’ve created, click the “...“ button on the right-hand side of your screen and select the “Duplicate“ option.


To duplicate a dashboard someone else created and shared with you, click the “...“ button on the right-hand side of your screen and select the “Duplicate to your dashboards“ option.


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