Where is the Recurring Revenue data stored in Pipedrive?

Amit Sarda (AmitSarda.xyz)
Amit Sarda (AmitSarda.xyz) Member Posts: 1,489
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edited July 2022 in Sales CRM #1
Where is the Recurring Revenue data stored in Pipedrive?

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  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,489
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    edited July 2020 #2
    I export data from my Pipedrive account to visualize it in Tableau. I would like to know where the Recurring Revenue data is stored and how it can be exported in the form of a CSV/Excel.
  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,091
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    edited July 2020 #3
    Hi @Amit Sarda our team is currently working on implementing the recurring revenue API endpoints. Would this help you already? Let me know and I can pass on your feedback to the team ;)
  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,489
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    edited July 2020 #4
    @Mike van der Valk Thank you, Mike. I manually export Deals and Activities data from the Exports page. Can the recurring revenue data be made accessible from the same page? A lot would depend on how you store this data though. I imagine there would be a separate table for Revenues data.
  • easyCRM - your CRM expert
    easyCRM - your CRM expert Member Posts: 5
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    edited March 2022 #5

    Good question, and how can you manage the deal value of it? Pipedrive proposes only the value of first payment as deal value (If I'm not wrong..)

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,091
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    edited July 2020 #6
    @Amit Sarda I need to pass this on to the team but as far as I'm aware it's not in the plans now. Hopefully we can do it in the future.
  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,489
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    edited July 2020 #7
    @Mike van der Valk Thank you, Mike. Although a little information about how this information is captured in Pipedrive's backend system will help. :)
  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,091
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    edited July 2020 #8
    Hi @Amit Sarda I can ask our devs, but can you clarify what you're trying to achieve, then probably they can give an answer that will help you the most ;) is the upcoming API not enough when it's live?
  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,489
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    edited July 2020 #9
    @Mike van der Valk I am not very familiar with using APIs unfortunately. I export Deals and Activities data from Pipedrive to visualize it in Tableau (https://public.tableau.com/views/PipedriveDashboardReportingTemplate/Menu?:language=en&:display_count=y&publish=yes&:origin=viz_share_link).

    At some point, I would also like to visualize Revenues data. I have already had requests for visualizing Revenue data.
  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,091
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    edited July 2020 #10
    @Amit Sarda I've passed on your suggestion for exporting that data but it's not planned immediately. You could see if there's a developer in here or someone you know/have worked with who can help you out when the API is live.
  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,489
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    edited July 2020 #11
    @Mike van der Valk Thank you, Mike. I can explore tools like Dashdash or Postman when the API is live. But it could be another major task if I head in that direction. :)