Now live: sharing Insights internally

Inês Batata
Inês Batata Posts: 2,011 VERIFIED MEMBER
2500 Comments Third Anniversary 25 Likes First Answer
edited August 2022 in What's New #1

⚠️ Update: Good news, this is now live!  See more here. 🚀

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Increase team alignment by allowing users to share and access performance overview internally.

For whom?

All plans.

 

How will it work?

  • All roles (admin+regular user) will be able to share their dashboards with other users.
  • Users will be able to share a dashboard with:
    • All other users
    • One or multiple users
    • One or multiple teams
  • Users will only be able to access the data that is allowed for their role and permissions.
  • When sharing a dashboard, all reports within it will be accessible to the shared audience.
  • If the dashboard owner deletes the dashboard or revokes access to it, then shared content is not visible to the shared audience anymore.
  • Users will be able to save shared reports as new if they want to.

 

🧠 Learn more:

🔔 Follow What's Planned? to know what we're working on currently and what’s to come.

 

Please note: Pipedrive reserves the right to modify and update the features in the What's planned?  topic and does not communicate exact timelines for delivery.

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Comments

  • System Admin_31413
    System Admin_31413 Member Posts: 9 VERIFIED MEMBER
    First Comment Photogenic First Anniversary
    edited February 2022 #2

    finally! This is much needed and the last item I need in order to scale our pipeline reports within my team. Will there be an open BETA for this update?

  • Seda
    Seda Posts: 75 VERIFIED MEMBER
    100 Comments Pipedrive Team
    edited March 2021 #3
    System Admin said:

    finally! This is much needed and the last item I need in order to scale our pipeline reports within my team. Will there be an open BETA for this update?

    Mid March :)

  • Inês Batata
    Inês Batata Posts: 2,011 VERIFIED MEMBER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited February 2021 #4
    System Admin said:

    finally! This is much needed and the last item I need in order to scale our pipeline reports within my team. Will there be an open BETA for this update?

    @Zach Miller make sure to join our Research and Beta Testing channel so you don't miss the beta-testing announcement ;) 

  • Inês Batata
    Inês Batata Posts: 2,011 VERIFIED MEMBER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited March 2021 #5

    ⚠️ Update: Good news everyone, this is now live!  See more here. 🚀

  • Sarah Finne
    Sarah Finne Member Posts: 1 VERIFIED MEMBER
    edited April 2021 #6

    Hey Ines - The above states that this functionality is for all plans but when my collegue shared her dashboard with me I received the message below. Would you please explain?

     

    Multiple dashboards available on Professional

    This dashboard is no longer available on your plan. Upgrade to the Professional plan to regain access.

This discussion has been closed.

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