Insights Dashboard: quick filters now available for all users đź“Š

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InĂŞs Batata
InĂŞs Batata Posts: 2,069 PIPEDRIVE TEAM
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edited July 2022 in What's New #1

You can now filter your entire dashboard by different time periods and/or users (including teams). Changes will be applied across all reports in a chosen dashboard.

 

How does it work?

  • Live for everyone, in all plans
  • Applied changes are saved to the dashboard
  • User can remove the quick filter and then reports get to its initial state
  • Custom time period option is on the way… 🚀

Learn more about Insights in our Knowledge Base and Academy. 

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Comments

  • Jan Solecki
    Jan Solecki Member Posts: 1
    First Anniversary Photogenic
    edited August 2020 #2
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    Amazing! It's great to see how this feature is being developed 

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 845
    5 Likes First Anniversary First Answer Combo Breaker
    edited August 2020 #3
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    Nice update! 

     

    Thank you

  • Mikk Märtmaa
    Mikk Märtmaa Member Posts: 25
    First Comment
    edited February 2022 #4
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    Will the filtering options be also made available to Shared Dashboards or will the dashboards be shared within teams eventually?

  • Alex Gero
    Alex Gero Member Posts: 8
    First Comment
    edited February 2022 #5
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    Great update! However, Would love to be able to filter by two exact dates besides the standard options that are there

  • Seda
    Seda Posts: 85 PIPEDRIVE TEAM
    First Comment Pipedrive Team
    edited August 2020 #6
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    Alex Gero said:

    Great update! However, Would love to be able to filter by two exact dates besides the standard options that are there

    This is on the way! :)

  • Seda
    Seda Posts: 85 PIPEDRIVE TEAM
    First Comment Pipedrive Team
    edited August 2020 #7
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    Mikk Märtmaa said:

    Will the filtering options be also made available to Shared Dashboards or will the dashboards be shared within teams eventually?

    Sharing dashboard within teams is planned in our roadmap :)

  • Jan Pieter Versluijs
    Jan Pieter Versluijs Member Posts: 7
    First Anniversary Photogenic
    edited February 2022 #8
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    Nice feature this! One question though: it seems that this filter is always applied on the deal creation date. I have a table in which I want to display the won deals in that time frame, eg let it filter the won date. Is this possible?

  • InĂŞs Batata
    InĂŞs Batata Posts: 2,069 PIPEDRIVE TEAM
    5 Likes First Anniversary First Answer Name Dropper
    edited October 2020 #9
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    Jan Pieter Versluijs said:

    Nice feature this! One question though: it seems that this filter is always applied on the deal creation date. I have a table in which I want to display the won deals in that time frame, eg let it filter the won date. Is this possible?

    Thank you @Jan Pieter Versluijs , it's always good to hear encouraging words! :)

    TO achieve what you're looking for you need to create a report based on that condition (period of time in which the deals were won) and then add it to the dashboard. 

    What you see in the dashboard are simplified replicas of the reports you create, so you can't change the conditions is the dashboard, only in the respective report.

    Hope that helped! 

  • Nirmal Gyanwali
    Nirmal Gyanwali Member Posts: 26
    First Comment
    edited February 2022 #10
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    Great feature. Can we create a public link based on the filters?

  • Aaron Grunfeld
    Aaron Grunfeld Member Posts: 1
    edited February 2022 #11
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    Can we get an export list view data in .csv option out of Insights ?

    This would be per report.

  • InĂŞs Batata
    InĂŞs Batata Posts: 2,069 PIPEDRIVE TEAM
    5 Likes First Anniversary First Answer Name Dropper
    edited October 2020 #12
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    Nirmal Gyanwali said:

    Great feature. Can we create a public link based on the filters?

    Hi @Nirmal Gyanwali !

    Yes you can, take a look here: Shareable Insights.

    In the future it will also be possible to create these links to share internally between Pipedrive users, so stay tuned:

  • InĂŞs Batata
    InĂŞs Batata Posts: 2,069 PIPEDRIVE TEAM
    5 Likes First Anniversary First Answer Name Dropper
    edited October 2020 #13
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    Aaron Grunfeld said:

    Can we get an export list view data in .csv option out of Insights ?

    This would be per report.

    Hi @Aaron Grunfeld !

    It's in the works, see here. Keep your eyes peeled for more news ;) 

    Here’s how to stay on top of what’s coming down the line:

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