Having Contacts (Organisations & People) available as entities in Insights
Tom LeBrocq Posts: 11
Is there any proposed implementation to be able to report on contacts in future? I'd like to be able to reflect my database in Insights and segment by labels/custom fields/size etc rather than just focussing on leads/deals. This would help reflect opportunities to focus on and present that to members of my team.
Eg, I have a custom field "Competitors" on Organisations and would love to see the breakdown on a graph to determine who is most prominent in the market without exporting data out of Pipedrive.
Another example, I use labels for my account management to determine "Customer" against others, I could also use this to represent my business' market share in various ways.
Lots of possibilities.