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Insights: Four new features that help you build, manage and share reports

Insights Features 2023
Topics
What are the new features?
Why have we added these Insights features?

Introducing four new Pipedrive Insights features to help you save time and collaborate with your team: Collaboration, Duplication, Data Export and Contact Reports.


What are the new features?

Insights users can now explore these four great features:

  • Collaboration: Teams can collaborate in real time on shared reports and dashboards. Changes will show live, meaning different team members won’t create the same dashboards, helping everyone maintain accurate data.

  • Duplication: Need to reuse data points across multiple reports or dashboards? Copy existing reports and dashboards with Duplication to save time and start measuring results quickly.

  • Data Export: Download all your key data in list view to access it anytime – even when you don’t have Internet access.

  • Contact Reports: Better understand your contacts with tailored reports. See how many contact people or organizations were added to your CRM in a given period, segment them with filters and discover winning patterns.


Why have we added these Insights features?

New People Pipeline Report


We’ve developed these four new features based on user feedback to help you:

  • Improve data accuracy

  • Collaborate more effectively

  • Create reports faster

  • Analyze data while you’re offline

  • Gain a deeper understanding of your contacts

The new Insights features are available to all Pipedrive users. If you want to dive deep into your sales data and uncover winning strategies, try Insights today. Check out our pricing page to find the right plan for your team.

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