Knowledge Base

The Insights feature lets you share your dashboard with internal and external users by clicking “...” in the top right corner and choosing the desired option.

In Pipedrive, there are two options for sharing dynamic dashboards: internal sharing with users and external sharing with a public link. Additionally, you can export static PDF or PNG reports.

Sharing dashboards with other users

Internally, dashboards can be shared with:

• Everyone
• Selected users
• Teams

When you click on the search bar, you‘ll see your available options.

Shared dashboards can be found under the Shared with me folder of your Insights navigation.

Sharing options

When you share a dashboard with a user, you can designate them as viewers, editors, transfer ownership or remove access.

Insights viewers

Shared dashboards set to “view-only” can‘t be updated by non-owners. If any changes are made to the reports, they can be saved as a new report and added to your personal dashboard.

The quick filters are still available and specific to the user, meaning you can apply quick filters even when you‘re not the owner.

As a viewer of a report, users can‘t:

• Add reports to the shared dashboard
• Remove reports from the dashboard
• Add shared reports to other dashboards
• Share the dashboards and reports with other users

Performing these actions requires editing access for Insights.

Sharing dashboards externally

To create a shareable link for your Insights dashboard, select a dashboard, then click Share > Share as public link > Get link

You can then copy the link to your clipboard and send it to anyone interested to know how you and your team are progressing.

Once non-Pipedrive users open the link, they can view the dashboard.

How can I manage viewer access?

If you want to share the same dashboard with multiple different viewers, you can create multiple links by clicking on “Add new link” under the existing links.

For example, if you want to share the same dashboard with your managers and clients, you can create two separate links and name them accordingly.

Click the pencil icon next to “Shared with...” to rename your link.

This way, if you want to revoke access for one group, you can do so while still keeping the other link active for your other group.

Reassigning dashboards and reports

To reassign a dashboard or report to a different user in your account, click on “...” > Share with users > dropdown menu (next to the desired user) > Transfer ownership.

Once you have confirmed and clicked “Save,” you‘ll see a dialogue box asking you to verify the ownership transfer:

After clicking Transfer, the selected user will own the dashboard, and they‘ll receive an email notifying them of the transfer.

Update intervals

To change the update intervals for a shared dashboard, two conditions must be met:

• You have to be the creator of the dashboard link
• The link has to be opened in the browser it was created in

If a different user opens the link, they’ll see the default update interval (one hour).