Share Insight Dashboard between users

Jan Erik Gausdal
Jan Erik Gausdal Posts: 1
edited July 2022 in Ideas and Product Feedback #1

Suggest the option to share Insight reports and dashboards between users without having to share them via public links. All users who are already logged in to Pipedrive should be able to view and/or make changes to the available dashboards and reports (unless they are made private).

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  • Inês Batata
    Inês Batata Admin Posts: 2,536
    2500 Comments Third Anniversary 5 Likes First Answer
    COMMUNITY MANAGER
    edited August 2020 #2

    Thank you for your suggestion @Jan Erik Gausdal ! I've made sure to forward it internally.

    This is actually something that we have planned for the future so it's only a matter of time, see here. 😉

    That being said, here are some pro tips to stay on top of things:

    • Follow this topic to know what we're working on currently.
    • Join our Research and Beta Testing channel to be the first to know what's coming up and the chance to try out early versions of new and improved features. 🚀
  • Lyubomir Yanchev
    Lyubomir Yanchev Posts: 1
    edited February 2022 #3

    Any new information about this?

  • Inês Batata
    Inês Batata Admin Posts: 2,536
    2500 Comments Third Anniversary 5 Likes First Answer
    COMMUNITY MANAGER
    edited February 2021 #4
    Lyubomir Yanchev said:

    Any new information about this?

    @Lyubomir Yanchev we're are working on this as we speak, expect an announcement this week. 

    Here’s how to get notified about what’s coming down the line:

    • 🔮 Follow What's Planned to know what we're currently working on and what’s to come.
    • 🌟 Follow What’s New and don’t miss any new release announcements.
    • 🧪 Join our Research and Beta Testing channel for the chance to try out early versions and give us your opinion about new and improved features before they go live.
  • Elena Kazarov
    Elena Kazarov Posts: 19
    10 Comments
    edited February 2021 #5

    Yes! We need this. All who work at our company need access to the dashboard, and crucially - to have the deal links stay live, so you can click on a deal and make updates. Right now, when you share a link, the info is dead - you can't click to drill down.

  • Riho Pihelpuu
    Riho Pihelpuu Posts: 1
    edited March 2021 #6

    Yes this is a necessary feature as you do not have filter options with public links also more important you can not share sensitive data with public links. As the URL can be shared to other users outside our organisations

  • Patrick Brothers
    Patrick Brothers Posts: 1
    edited March 2021 #7

    Seriously need this. Crazy having to setup dashboards for each user or use a public link.

     

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