Sharing Insights Dashboard Internally (including filters)

Daniel Smith_6998

Currently, you can share your dashboards via the public link, and that works fine for its intended purpose.

However, it would be great if you could actually either 

a) share a dashboard inside of the Insights tab with specific other users, so that they could apply filters as they require, or;

b) allow the 'Public Link' feature to save multiple 'filter states', so that I could share the same dashboard via multiple links, each preserving the filters that were in place at the point I created the dashboard share.

My main dashboard for which I've shared a public link for internal use, shows 'all users, current quarter' - it would be great to be able to create a report for a single sales person simply by applying the filter, and then sharing the resultant filtered dashboard.

Currently the only option for doing this with 20 sales people is having 20 copies of every chart and dashboard.

Cheers, Daniel.

 

 

Zena Markham

Yes, this is something that we really need. Not ideal having to either tell people how to create the graph or going around change everyone's for them. I asked about this on the Quick help chat in Pipedrive, and they said that they were working on it and will be available this quarter. Would be great to have an update on this.

Mike van der Valk

@Daniel Smith thanks for sharing. We currently have a team working on this area. I'll make sure they see your post and hopefully we can improve this just how you like to see it!

Seda

Hi @Daniel Smith! Thank you for bringing this up!

I am happy to let you know that this feature is already in progress. Here is a sneak peek into the prototype

 

Daniel Smith_6998

Seda said:

Hi @Daniel Smith! Thank you for bringing this up!

I am happy to let you know that this feature is already in progress. Here is a sneak peek into the prototype

 

Looks good

Josh Monifi

Yes! We need this too!