Shareable Dashboards

Xavier Framis
Xavier Framis Posts: 20
10 Comments 5 Up Votes Name Dropper Photogenic
edited May 4 in Sales CRM #1

A shared board cannot be modified or copied to modify. Insist "or copied to modify".

An own dashboard cannot be copied to configure other variables.

Is it really so?

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Comments

  • Kreete K
    Kreete K Moderator Posts: 223 PIPEDRIVE CUSTOMER SUPPORT
    100 Comments 5 Answers Second Anniversary 5 Likes
    edited March 28 #2

    Hi Xavier! 

    Currently, Dashboards themselves are not possible to copy. You can, however, copy the Reports inside the Dashboard by making a change and saving them as new. This is true also for the Reports shared with you. This way you can modify specific Reports and as they appear under your own Reports, they can also be added to your Dashboard as needed. 

  • Xavier Framis
    Xavier Framis Posts: 20
    10 Comments 5 Up Votes Name Dropper Photogenic
    edited March 28 #3
    Kreete K said:

    Hi Xavier! 

    Currently, Dashboards themselves are not possible to copy. You can, however, copy the Reports inside the Dashboard by making a change and saving them as new. This is true also for the Reports shared with you. This way you can modify specific Reports and as they appear under your own Reports, they can also be added to your Dashboard as needed. 

    Hi Kreete.

    Thanks for your answer. That escaped me after seeing that I couldn't drag the shared reports.

    I take this opportunity to comment on what she commented on customer service 👇🏽

    The logic of copying internal boards (shared as a viewer or owned) is necessary for large teams.

    Currently, a 23-user client with a professional plan should be able to copy boards or change ownership (boards allow viewers to share, but not change ownership) to ensure no mistakes are made and the display of basic direction indicators on which to work subdirections.