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)

0
0 votes

· Last Updated -

Comments

  • Brad Krause_13404
    Brad Krause_13404 Posts: 518
    edited February 25 #2

    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. 

  • Monique Paulich
    Monique Paulich Posts: 3
    edited December 2020 #3

    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.

  • Inês Batata
    Inês Batata Admin Posts: 3,153 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited December 2020 #4

    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: