Duplicate Insights

Chris Richardson-Smith

Is there an easy way to duplicate insights on the same dashboard? For example I want 4 separate insights on deal performance, showing deals added into our pipeline, one for last week, another for last month, another for the quarter and one for the whole financial year.

At the moment I have to manually create each insight which has taken a long time.

Also would it be possible to support more than 4 insights on a row, especially when it is a single number insight using scorecards?

 

Boris Tsibelman

You can clone the reports, then put the reports on a new dashboard.

 

There's no way to do it in 1 swoop. 

Chris Richardson-Smith

Boris Tsibelman said:

You can clone the reports, then put the reports on a new dashboard.

 

There's no way to do it in 1 swoop. 

Thanks Boris, how do you clone the reports?

Chris Richardson-Smith

Boris Tsibelman said:

You can clone the reports, then put the reports on a new dashboard.

 

There's no way to do it in 1 swoop. 

Any update @Boris Tsibelman I'd really like the info on cloning reports!

Nathan

+1 How do you clone reports?

Manuel Oliveira

Hi @Chris Richardson-Smith, we have released a new feature for duplicating reports and insights! Check out how it works here.