Knowledge Base

Many Pipedrive users prefer to work in our mobile app, and with Insights for mobile, you can see all of the reports and dashboards created in your web app on your mobile device.

Where is the feature located?

Once you have logged into your mobile app account, click the ”...“ in the bottom right corner and select “Insights.”

Viewing your Insights on mobile

Insights web view is embedded into the Pipedrive mobile app, so you‘ll see the same reports and dashboards as you see in the web app view.

However, Insights reports can’t be edited or changed within the mobile app. If you want to change a report or dashboard in the mobile app, you need to edit it in the web app.

If the segment by categories exceeds your visible width, you can click the number dropdown in the bottom right corner to see the full list.

You can tap any report column to see a breakdown of the data represented there.

Filtering dashboards on mobile

You can also apply date and user filters to a dashboard by tapping on the date or user icon (in the top right corner) and selecting an option.

When you apply a filter, the filter icon is highlighted blue and all reports are updated according to the chosen option. A blue badge will also appear on each report that is updated.

Switch between dashboards

You can switch between different dashboards by clicking on the dropdown menu (where the name of the currently selected dashboard is shown) and choosing a different dashboard.

All dashboards in the web app appear on the list in the same order, including shared dashboards.

Dashboards are organized by sections the same way in both the web and mobile app, and can be collapsed or expanded by tapping on the name of the section (i.e. shared with me, my dashboards, etc.)

Search function

You can also search for a specific report or dashboard by tapping on the search icon.

Type several letters into the search bar and any relevant dashboards and reports will appear in the results list.

Once you select a dashboard or report from your search, the view will change accordingly and the chosen item will open.