Insight - Summary table for Dashboards

Daniel Steyn_6162
Daniel Steyn_6162 Posts: 20
edited July 24 in Sales CRM #1

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.

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Comments

  • Mike van der Valk
    Mike van der Valk Posts: 4,386 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited May 10 #2

    @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: 

    image
  • Daniel Steyn_6162
    Daniel Steyn_6162 Posts: 20
    edited June 2020 #3

    @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: 

    image

    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.

  • Mike van der Valk
    Mike van der Valk Posts: 4,386 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited May 10 #4

    @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: 

    image

    Thanks @Daniel Steyn you can email me at [email protected] and I'll take a look, sorry for not fully understanding ;) 

  • Zach Lebovitz
    Zach Lebovitz Posts: 5
    edited May 10 #5

    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?