We should be able to export the dashboard to Excel and PPT. Also, we should be able to customize the
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This is one of the reasons why I set up my dashboards in Tableau.
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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.
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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.
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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!
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Pedro Sebastian de Erice said:
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:
- Follow What's Planned to know what we're working on currently and what’s to come.
- Follow What’s New and don’t miss any new releases.
- Join our Research and Beta Testing channel for the chance to try out early versions of new and improved features. 🚀
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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.
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