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sharing dashboards with mulitple users / teams
Hi,
as a sales manager
I would like to be able to share dashboards with multiple users / teams. Unfortunately, I only see a way to share a link, rather than - what I would have expected - to be able to create a dasboard (e.g.: Partner Sales Dashboard) and make sure that eveyone has access to it from inside their pipedrive system.
What am I missing, how would you go about this?
Best regards, Bernd
Comments
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Hi,
I'm not sure if this solves your question, but I have created a good dashboard with a summary of everyone's activities and sales and then sent the website link to my sellers. I have asked them to add this page to always open when they open a browser. It works super well and they get a live update on everything that happens in real time.
Kind Regards
Stefan
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Stefan Frithiof said:
Hi,
I'm not sure if this solves your question, but I have created a good dashboard with a summary of everyone's activities and sales and then sent the website link to my sellers. I have asked them to add this page to always open when they open a browser. It works super well and they get a live update on everything that happens in real time.
Kind Regards
Stefan
Hi Stefan,
I had a similar idea for the lunch area where we would show daily sales statistics for letting our sales team knwo how they are doing ;-)
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@Bernd Kosnar besides the great idea Stefan shared we're also working on improving the ease of sharing the dashboards, stay tuned!
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