Insight - Summary table for Dashboards
In Insight, one can see a "summary" table when you create a chart (see picture). But one can not create this summary table as a module for a dashboards? The charts are great to see trends. But to see the details, one have to hover over the month of the charts, one by one. The table is great to see a summary of the numbers. Let's please add it as an option.
Comments
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@Daniel Steyn you can actually change the type of your report and then this will be reflected on the dashboard as well. Take a look at my gif here:
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Mike van der Valk said:
@Daniel Steyn you can actually change the type of your report and then this will be reflected on the dashboard as well. Take a look at my gif here:
Mike,
Thank you for the reply. I know you can use the table format, and I am using it in other areas. What you are showing is what i would see under my graph as the detail view, but you can not create the summary view in table format. please email me and i will send you the video directly.
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Mike van der Valk said:
@Daniel Steyn you can actually change the type of your report and then this will be reflected on the dashboard as well. Take a look at my gif here:
Thanks @Daniel Steyn you can email me at mike@pipedrive.com and I'll take a look, sorry for not fully understanding
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I would also like to see this feature. Clearly Pipedrive has the capacity to include pivot tables since they appear when you click "summary" in the data table under a chart (in edit mode). Why not have the ability to include this summary table in a dashboard which I can then send out to our management team along with the chart?
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