Share Dashboard by email
Currently there is no option to share the dashboard by email. Gathering the data and organizing it in a comprehensive way is needed to drive commercial decisions. Having this scheduled to be received on a weekly basis helps on expediting the whole process and avoid emails, etc. So, I wouldn't be raising this if it's not important but also because using other CRM this is a standard feature. So, a bit suprising by not having this a default and certainly a huge improve that many ask for.
Comments
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Hi @Eduardo Arruda dashboards can be shared internally or with external viewers with a shareable link instead of via email. This article shows how it works and how to set it up.
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Thank you for the information, but I think you are missing the point here. Is there any way that the .pdf can be shared by email on a weekly basis?
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Hi @Eduardo Arruda that specific workflow is not available, hence the suggestion for the shareable link. But I have moved your post to the feedback category so it will be noted by our product team.
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Hello, is the ability to set up dashboards on an email schedule (weekly, etc) on the roadmap? This is a basic CRM feature that would be very helpful to have in Pipedrive
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