The Insights Dashboard is where you will see the customized collection of Reports you have added from your Reports section.
You can customize your Dashboard according to what Reports you want to see and how you want to see them. You will also be able to share your Dashboard internally with other Pipedrive users, or with someone outside of Pipedrive. Learn more about sharing your dashboards in this article.
To add a report to a Dashboard, click on the Dashboards section of your Insights page and drag a report from the Reports sidebar directly into the Dashboard.
If you want to see more information or make adjustments on a specific Report in your Dashboard, you can click on the Report name directly to be brought to the Report page.
You can change the size of the Report blocks to take up the full screen of your Dashboard, or just a small section if you want to see multiple Reports at a glance. To change the size of a Report in your Dashboard, hover over the Report and drag the resize icon in the bottom right corner until it matches the desired size.
You can also rearrange the Report blocks to view them in the order you would like to see them. To do this, hover over the Report, click on the move icon in the top right corner, and drag the Report to the desired location.
To delete a Report from your Dashboard, you can click on the move icon in the top right corner, and drag the Report downwards onto the Remove from Dashboard section at the bottom of the screen.
If you want to rename or delete your existing Dashboard, you can click on the '...' button in the top right corner.
On the Dashboard, you can easily filter by user or time frame by adjusting the Period and User filters in the top right corner. The changes will be applied across the entire Dashboard.
- Period— you can filter your dashboard by today, yesterday, this week, last week, last two weeks, this month, last month, this quarter, last quarter, this year, last year.
- User— you can filter by individual user or team.
Dashboard filters do not change the reports themselves, but just add an additional layer of filtering on your dashboard. You can easily remove the quick filter to return your dashboard to its original state.
If you want to add another Dashboard, you can click on the '+' icon next to Dashboards.
Once you name your new Dashboard, you can populate it with existing Reports from your Reports sidebar or click on add a new report to start from scratch.