Insights Dashboard: quick filters now available for all users 📊

Inês Batata

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. 

 

Jan Solecki

Amazing! It's great to see how this feature is being developed 

Boris Tsibelman

Nice update! 

 

Thank you

Mikk Märtmaa

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

Alex Gero

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

Seda

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

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

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?

Inês Batata

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

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

Aaron Grunfeld

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

This would be per report.

Inês Batata

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:

• Follow What’s New and don’t miss any new releases.
• Follow What's Planned to know what we're working on currently and what’s to come.
• Join our Research and Beta Testing channel for the chance to try out early versions of new and improved features. 

Inês Batata

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:

• 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.