Insights: duplication
If you find yourself creating manual copies of your Insights reports, goals or dashboards, you may find the duplication feature helpful, so you can concentrate on the important things that make your business thrive.
Duplicate reports
To duplicate a report you’ve created, click the “...“ button on the right-hand side of your screen and select the “Duplicate“ option.
You will see a pop-up with the options to edit the duplicate report’s name, section and dashboard.
Once you save the changes, the new duplicated report will be opened automatically.
To duplicate a report someone else created and shared with you, click the “...“ button on the right-hand side of your screen and select the “Duplicate to my reports“ option.
You will see the same pop-up with the customizing options.
Duplicate goals
The options to duplicate goals depend on the editing rights the admin of the company account has granted:
Global admin users | Every goal, including goals set by other admins. |
Team managers | Their own goals plus the goals of all their team members. |
Regular users | Goals they created for themselves. |
To duplicate a goal, click the “...“ button on the right-hand side of your screen and select the “Duplicate“ option.
You will see a pop-up with the options to edit the name and dashboard for the duplicated goal.
Once you save the changes, the new duplicated goal will be opened automatically.
Duplicate dashboards
To duplicate a dashboard you’ve created, click the “...“ button on the right-hand side of your screen and select the “Duplicate“ option.
You will see a pop-up with the options to edit the name and section for the duplicated dashboard.
Once you save the changes, the new duplicated dashboard will be opened automatically.
To duplicate a dashboard someone else created and shared with you, click the “...“ button on the right-hand side of your screen and select the “Duplicate to your dashboards“ option.
You will see the pop-up with options to edit the duplicated dashboard’s name and section and the duplicated reports’ placement.
If there’s not enough space in your current reports to fit all the reports from the shared dashboard, Pipedrive will suggest choosing reports to duplicate. Learn more about usage limits in Pipedrive in this article.
Once you save the changes, the new duplicated dashboard will be opened automatically.
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