Can you create Insights based on fields present on Organizations?
pierre.nicoli
Member Posts: 2 VERIFIED MEMBER
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I want to filter Insights KPI based on a custom field on organizations linked to deals but it seems it's not possible.
Any plans to implement that ?
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Answers
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You can't do that today.
A couple of ways to do this:
- Replicate the same fields at the deal level using single-option custom fields using an automation using Make/Integromat.
- Set up a data pipeline and visualize this outside Pipedrive.
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