We should be able to export the dashboard to Excel and PPT

Mithil Rana
Mithil Rana Member Posts: 1
edited March 2023 in Ideas and Product Feedback #1

We should be able to export the dashboard to Excel and PPT.

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  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,483 CONSULTANT
    First Answer 5 Insightfuls 5 Up Votes First Anniversary
    edited July 2020 #2

    This is one of the reasons why I set up my dashboards in Tableau.

  • Marcelo Silva
    Marcelo Silva Member Posts: 249 PIPEDRIVE TEAM
    First Anniversary First Comment Photogenic Premier Solution Provider
    edited October 2021 #3

    Seria bem legal mesmo
    !

    Mas vc pode usar o complemento do Google Sheets Coupler.io ele traz a cada hora todos os dados do Pipedrive para uma planilha, e ai vc só cria Dash com estes dados, e constantemente estará atualizado e você pode criar os dash que quiser. 

  • Inês Batata
    Inês Batata Posts: 2,091 PIPEDRIVE TEAM
    5 Likes First Anniversary First Answer Name Dropper
    edited July 2020 #4

    Hi @Mithil Rana , thank you for your feedback!

    It's in our plans to make the graphs and the tables from Insights exportable as images and spreadsheets in the future, so stay tuned. I've also forwarded your suggestion about the Dashboard to the team for consideration.

  • Pedro Sebastian de Erice
    Pedro Sebastian de Erice Member Posts: 4
    edited February 2022 #5

    The graphs are nice in colours and layouts, but somtimes you need to work them over in excel, taking out or including certain deals.  The export function to excel is really needed , specially from the reports / insights. 

    Please have this feature available as soon as possible

     

    Thank you and stay safe!

  • Inês Batata
    Inês Batata Posts: 2,091 PIPEDRIVE TEAM
    5 Likes First Anniversary First Answer Name Dropper
    edited September 2020 #6

    The graphs are nice in colours and layouts, but somtimes you need to work them over in excel, taking out or including certain deals.  The export function to excel is really needed , specially from the reports / insights. 

    Please have this feature available as soon as possible

     

    Thank you and stay safe!

    Hi @Pedro Sebastian de Erice , expect good news about this in the upcoming weeks... ;)

     

    Speaking of which, here’s how to stay on top of what’s coming down the line:

  • Anastasiia Dyshkant
    Anastasiia Dyshkant Member Posts: 20
    First Comment
    edited September 2020 #7

    I'd recommend Trujay’s automated migration. You can proceed with the export to Excel on your own, map records, and launch the full migration. With this article-instruction, it’s easier to understand the mapping process. 

  • Inês Batata
    Inês Batata Posts: 2,091 PIPEDRIVE TEAM
    5 Likes First Anniversary First Answer Name Dropper
    edited November 2020 #8
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