Interannual Insights // Avances Interanuales

Xavier Framis
Xavier Framis Member Posts: 32
First Anniversary 5 Up Votes First Comment Name Dropper
in Sales CRM #1

Hello community.

I notice a missing feature in Pipedrive Progress when I want to view interannual (for intermonthly, interquarterly..., the discussion would also work).

I am aware that the period selector is very good, that I can configure reports to compare periods and that I can open two windows and alternate their viewing, but I think it is impractical.

Any idea how you organize it?

//

Hola, comunidad.

Noto a faltar una función en Avances de Pipedrive cuando quiero visualizar interanuales (para intermesuales, intertrimestrales..., también serviría el debate).

Soy consciente de que el selector de periodos es muy bueno, de que puedo configurar informes para comparar periodos y de que puedo abrir dos ventanas e ir alternando su visionado, pero creo que es poco práctico.

¿Alguna idea de cómo lo organizáis?

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Best Answer

  • Andreia Costa
    Andreia Costa Pipedrive Team Posts: 128 PIPEDRIVE TEAM
    First Anniversary First Comment First Answer 5 Likes
    #2 Answer ✓

    Hello @Xavier Framis ,

    At the moment, we don't have a way to compare reports - the best way to go around this is to open several windows like you said (which I agree might not be ideal) or create a dashboard and pin those reports to it - so a dashboard that you can use just to compare reports :)


    Apart from that, you can also share this feedback via this channel https://community.pipedrive.com/categories/ideas-and-product-feedback so that maybe our developers can create an idea to compare reports more easily.


    Hope this helps, but feel free to also contact our support via the in-app chat option or the email support@pipedrive.com if needed.

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