Some of our users who were used to the old Reports feature in Pipedrive have been asking for help to recreate them in the new Insights feature.
We heard you and created a new step-by-step tutorial: Replicating old reports in Insights. 🔮
You can easily replicate your old reports in the Insights feature while also being able to add additional customization and improved visualization of your sales progress.
Some more additions we have up our sleeve in the near future…
- Export reports to spreadsheet
- Products in Insights
- Goals in Insights
The old Reports and Dashboards features will be retired by Q3 of 2020 and replaced by the new Insights feature.