Sharing Insights Dashboard Internally (including filters)

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.

image

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.

 

 

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Comments

  • Zena Markham
    Zena Markham Posts: 12
    edited February 2021 #2

    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
    Mike van der Valk Posts: 4,386 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited February 2021 #3

    @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
    Seda Ex-Pipedrivers Posts: 126
    Pipedrive Employee
    edited February 25 #4

    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 :)

    image

     

  • Daniel Smith_6998
    Daniel Smith_6998 Posts: 15
    edited February 2021 #5
    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 :)

    image

     

    Looks good :)

  • Josh Monifi
    Josh Monifi Posts: 58
    10 Comments Second Anniversary Name Dropper Photogenic
    edited February 2021 #6

    Yes! We need this too!