Hello everybody, The feature insights is very useful for my organization. We would like to create a

Hello everybody,

The feature insights is very useful for my organization. We would like to create a filter based on a custom contact field. For example: We want to make visible how many directors, advisors or managers are in our CRM-system (pipedrive of course). It would be great if we can make this kind of information visible with a graphic in insights. Would this function be useful to other Pipedrive users?

Thank you in advance.

Kind regards,

Saskia
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  • Alex Stueber_20061
    Alex Stueber_20061 Posts: 104
    Elite Solution Provider
    edited December 2020 #2
    Hey @Saskia Dix it's possible in PD, however, remember that to have reports based on custom fields you need to have the Professional plan, otherwise, it won't work.
    All the best.
    Alex.
  • Saskia Dix
    Saskia Dix Posts: 13
    edited December 2020 #3
    Hi @Alex Stueber, thank you for your answer! We are on the Professional plan. But I cannot see in Insights where I can filter on a custom field based on a contact. I only see how I can create a report based on a deal. Can you explain your solution? Thank you in advance!
  • Mike van der Valk
    Mike van der Valk Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited December 2020 #4
    Hi @Saskia Dix currently it's a bit further in the backlog but the idea of our team is definitely to be able to report on contact persons and organizations in the future. No exact timeline for now so best at the moment to use filters and exporting unfortunately.
  • Saskia Dix
    Saskia Dix Posts: 13
    edited December 2020 #5
    Hi @Mike van der Valk , thank you for your reply. Good to hear that it is on the roadmap (but maybe not in the near future ;)) Looking forward to it.