Insights - Ability to add Description to a report and/or dashboard

MartinL
MartinL Member Posts: 2 NEW MEMBER

It's reached a point where the reports and dashboards my sales org uses have certain nuance that benefit from tweaking the filters regularly.

An optional plain text description or note to accompany each report at the header would be really useful. Many of these reports are dynamic and by modifying a filter slightly they can measure different variables. This would allow, for example, for a Description to say "Replace the Label X with another of your choosing to measure that specific segment"

Without the notes we either have to document this outside of Pipedrive (which essentially duplicates the work if anything changes on Pipedrive) or we have to create multiple versions of the report in Insights to cover different scenarios which clutters the margin and makes it far less user-friendly.

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