Report to monitor Pipeline value & weighted pipeline value over time

Steven Michael
Steven Michael Member Posts: 3 VERIFIED MEMBER
Name Dropper First Comment

We are logging these numbers on a weekly basis and plot it in excel and report to our shareholders. It would be great to have a graph that automatically produces this.

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  • Steven Michael
    Steven Michael Member Posts: 3 VERIFIED MEMBER
    Name Dropper First Comment

    @Manuel Oliveira Pipeline value is such an important KPI that you have in real-time on the main pipeline page. Would it make sense to have a way of logging this in pipedrive? The above post is a feature request about just that.

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,415 COMMUNITY MANAGER
    1000 Comments Fourth Anniversary 250 Likes 25 Answers

    Hi @Steven Michael , thank you for the update! While there is nothing in the works for the immediate future regarding that metric, we are researching how recurrent this particular request is.

  • Steven Michael
    Steven Michael Member Posts: 3 VERIFIED MEMBER
    Name Dropper First Comment

    hi @Manuel Oliveira Thanks for the response. In the meantime I will screenshot this real-time KPI of the pipeline every week.

  • Operations_54578
    Operations_54578 Member Posts: 1 VERIFIED MEMBER
    Name Dropper First Comment Photogenic First Anniversary

    Hi Manuel,

    I fully agree with @Steven Michael, Pipeline (weighted) value is one of the most important KPI's and the development of the pipeline values (total, per product, per team teammember) should be visible over time. I'm really surprised Pipedrive still hasn't implemented this, I hope you will. Keep up the good work.

    Regards,

    Matthijs

  • Nick Strachan
    Nick Strachan Member Posts: 2 NEW MEMBER
    First Comment

    I think a graph to track pipeline value over time is essential. I hope it gets added soon

  • Robert-Jan Verheggen
    Robert-Jan Verheggen Member Posts: 2 VERIFIED MEMBER
    Third Anniversary Combo Breaker First Comment Photogenic

    This would be very valuable for us as well. Total (Weighted) Pipeline value is a key metric for every individual and as a team. Would be great if we can start tracking this over time.

  • jbaker
    jbaker Member Posts: 2 NEW MEMBER
    First Comment

    I vote for this feature also! Tracking pipeline (deal value) over time is a critical/basic need for us. Thanks for considering this feature!