Insights Question - Dev Team Please Help Me Out

Jacob PSG Lending
Jacob PSG Lending Member Posts: 1
edited January 2023 in Sales CRM #1
pipedrive progress screenshot.png

See above pic for deal progress. This insight shows progress as a deal moves along the pipedrive. The problem is that "lead in" and "analysis review" or blue and yellow are distracting and irrelevant data. All the good stuff is at the bottom and it is hard to present this data to my team.

Can you please create a filter, so that I can get rid of the blue and yellow, distracting progress data? seems like this is a pretty simple fix and would help out a lot of users.

Answers

  • Kreete K
    Kreete K Pipedrive Team Posts: 355 PIPEDRIVE TEAM
    5 Likes First Anniversary First Answer Name Dropper
    #2

    Hi @Jacob PSG Lending

    If I understand correctly then both Lead In and Analysis review are Pipeline stages. You can simply exclude some stages from the report or include only some etc: https://sharing.pipedrive.com/i/RbUzEZ

    If you need some more guidance on this, feel free to reach out to our Support team via in-app chat or email support@pipedrive.com

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