Possible to save a shared dashboard as your own, with equal viewing & edit rights?
Hi all/Pipedrive,
I created a dashboard with insights in our sales processes. The thing I can't figure out, is how to allow my colleagues to save 'my' dashboard in their account and we can equally collaborate and edit it.
The 'Share Dashboard' feature is too limited for my colleagues to work independently, like changing the time period of the dashboard. Should they build their own dashboards (double work) or is there an easier way to give everyone equal edit and viewing rights?
(We are on the Advanced plan)
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I don't believe that functionality exists right now for reports and dashboards. I may have seen that's something for considering in future updates. Only current option is for each user to build their own reports and dashboards. The professional plan allows for a single used to build multiple dashboards though.
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Brad Krause said:
I don't believe that functionality exists right now for reports and dashboards. I may have seen that's something for considering in future updates. Only current option is for each user to build their own reports and dashboards. The professional plan allows for a single used to build multiple dashboards though.
Hi Brad,
You're right! After posting this I saw several discussions about the same feature (resp. 8 and 3 months old posts) and Pipedrive mentioned that it should be currently in development but (beta) release time lines are still unknown. (see https://community.pipedrive.com/post/insights-dashboard-access-for-other-team-members-5f697524e28fb950011ad523 if you'd like a ref). Thanks for the reply anyways! Look forward to this feature a lot... and hope it becomes available for Advanced plan subscriptions.
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Brad Krause said:
I don't believe that functionality exists right now for reports and dashboards. I may have seen that's something for considering in future updates. Only current option is for each user to build their own reports and dashboards. The professional plan allows for a single used to build multiple dashboards though.
Hi @Monique Paulich and @Brad Krause !
This is something we are working on. As soon as we start beta-testing or it goes live we'll be sure to post about it here in Community. 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 and give us your opinion about new and improved features before they go live.
- 🔎 Learn all about any of Pipedrive’s features from our Knowledge Base tutorials in your preferred language and our Academy video courses. Simply search for your topic!
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