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Duplicate reports
Duplicate goals
Duplicate dashboards

Insights: duplication

YS
Yssel Salas, January 5, 2024

Instead of creating manual copies of your Insights reports, goals or dashboards, you can use the duplication feature and save yourself time.


Duplicate reports

To duplicate a report you’ve created, click the “... button on the right-hand side of your screen and select “Duplicate.

You‘ll 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 is opened automatically.

Note: You can add a duplicated report to multiple dashboards but only one section.

Shared reports

To duplicate a report someone else created and shared with you, click the ... button on the right-hand side of your screen and select Duplicate to my reports.

You‘ll see the same pop-up and customizing options.


Duplicate goals

Note: If a goal is set to View only“ it won’t be available for duplication.

The options to duplicate goals depend on your permissions:

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 Duplicate.

You‘ll see a pop-up with the options to edit the name and dashboard(s) for the duplicated goal.

Once you save the changes, the new duplicated goal will be opened automatically.


Duplicate dashboards

Note: The multiple and shared dashboard features are available for Professional and higher plans.

To duplicate a dashboard you’ve created, click the ... button on the right-hand side of your screen and select Duplicate.

You‘ll 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 is opened automatically.

Shared dashboards

To duplicate a dashboard someone else created and shared with you, click the ... button on the right-hand side of your screen and select Duplicate to your dashboards.

You‘ll see a pop-up with options to edit the duplicated dashboard’s name, section and the duplicated reports’ placement.

Once you save the changes, the new duplicated dashboard is opened automatically.

Note: If there’s not enough space among 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.
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