Project related reports

Nexcom

Hello everyone, I have been using the new Projects feature for some time. In this context, of course, I would like to make project-related evaluations in the dashboard. So I have created three additional user-defined fields for the projects: Total value, Order value and Residual value. I would like to display these values as a report in the dashboard. But unfortunately the entity "Project" is not offered to me for selection when creating a new report. Is this basically not possible (yet)? @Pipedrive: Are you working on this feature? It is clear that you want to evaluate project related data as well, isn't it? Looking forward to feedback :-) 

Thx Markus

NigelM

Hi. I asked thi question in the help facility and this was their answer...

'Nigel, unfortunately, for now, the insights tool can only generate reports based on Leads, Deals, Activities, and Campaigns. I understand this is something that would help you workflow and I would like to pass this as feedback to our Product Team so they can take a look at it and if possible add this for future improvements, if that is ok with you?'

Seriously??

Here is this supposedly super duper crm and we have to actually manually count the numbers on our projects...oh dear.

Projects is pretty useless if you actually want to query it.🙈

Mike van der Valk

Hi @Nexcom and @NigelM

Thanks for writing. At the moment we unfortunately have prioritised other updates to the reporting features in Pipedrive. I do hope we can find time in our roadmap for projects insights down the line but at the moment we have unfortunately not yet prioritised it over other updates. For example exporting the insights in a PDF is something we're working on right now.

NigelM

Thanks for your response.

I think zero ability to report on our projects is ridiculous.

Also filtering leads and deals seems another basic function missing.

Nexcom

Hi everybody,

That's a great pity, of course, and you should discuss prioritization with the product team once again. Because one thing is clear: From a CRM point of view, projects are deals that have been won, i.e. the actual value of success that I, as the managing director, would naturally like to measure and keep track of. In short: What's in the order books!

BTW: A small hint to the development department: The object and data logic of deals and projects should be more or less the same in a stringent data model, so that adding them to the evaluation console should be child's play. So please talk to the product and development team.

Think smart.

Mike van der Valk

Thanks for your thoughts everyone, I'm taking it back to the team and drawing board 🙏🏻