Automated Insights dashboard function

HI Pipdrivers! I have a question related to the insights page.

In this specific example, we share an internally designed dashboard page with our Finance department.

Would it be possible to send an automated monthly dashboard excell sheet to an email address?

Atm, I need to manually go to the dashboard, go to the specific file, export it and then share it with email.

Although it would be very helpful if we can automate this with our Finance department so that they receive the latest insights automated.


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  • Mike van der Valk
    Mike van der Valk Posts: 4,386 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited February 2021 #2

    Hi @Mike 

    Currently this is not possible but I know our team is working on making sharing easier, I'll pass it on ;)