Horizontal scrolling: Improve visualization of multiple stages pipelines
1.- For pipelines that it has too many stages, let's say over 10 stages (and when it is not negociable ):, to have the ability to spread the view with a horizontal scrolling at the button will be very useful, other wise it is looking very weird like:
2.- In the last case, present a better solution to show the names of stages, since they are totally not readable.
3.- In the list view for deals, have a floating window option (like the one on activities) will be very useful to avoid lost the deal list view when a deal is clicked.
Comments
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I concur. With my 13 stages, the pipeline is unreadable. Better to have it scroll side to side.
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Greetings,
Do you plan to add an option to add a horizontal scrollbar in pipeline view?
Background Information
This is what the pipeline view looks like when you have 25 stages in a pipeline. It's not easy to read each stage name.
I cannot simply ask my client to revamp the pipeline stages to decrease the number of stages. They have many active users who have been using this system for a long time. They don't want to overhaul the system as long as it's working. (As an old adage goes, don't fix it if it ain't broke.)
Suggestion
One simple fix would be to add an option to add a horizontal scroll bar; for example, this is what we saw when we tried to edit pipeline stages. Each stage name can be readable because it has a fixed width while users can horizontally scroll whole screen.
Summary
Can I ask you to add to add a horizontal scrollbar in pipeline view?
I know there have been similar requests in this community.
Let me know in case you need more information.
Thanks.
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Hi @Ted Youn thanks for the feedback! I will merge this type of request so that it becomes more visible to the community and our product team.
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Hi, @Manuel Oliveira my trial period isn't even over yet, but this bug alone is making me consider other solutions. I don't understand how the company's management views this — do they not use their own tool?
The current solution makes no sense. In the pipeline for long-deal-cycle projects, you can't add more than 8 stages, 'cause it's hard to read the amounts and text, and I don't even want to talk about the dreary gray background that blends with all the text.
How this affects me:
- To read the text, I have to remove necessary deal stages.
- To know the column names, I have to hover over the column header.
- To find out the amount, I have to open the developer console and look at the HTML code.
Why should I be wasting my time on this?
Look at how truly user-friendly columns are in Freshworks Sales and Close CRM. Adding a scroll bar is a five-minute task that any developer can handle.
Add this downside to your comparative table with other CRM systems, as others don't have this problem. That would be fair.
PS: I've already started making a browser extension to change the colors and add a scroll bar since you can't.Here're go, some truly user-friendly references:
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Yes I could really do with this too. I'm a mortgage broker with a long sales cycle and about 16 stages in total. I've had to spread them across two pipelines which is not ideal.
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Hello everyone 👋
Thank you for the feedback, we really appreciate it as always!The good news is that we are currently starting to explore solving this issue of making Pipeline view more user friendly in case of larger numbers of stages (but also larger number of deals).
What can you do in the meantime - as workarounds while we deliver this in the second half of the year, you can consider using Deal list views as a replacement. You can add the "Stage" column to the views and sort by this. You can also apply different filters to only show deals in specific stages in the list view etc.
Also we'd like to hear your use cases for these setups with many stages to understand the reasoning behind having 25 stages as mentioned in the example above.
When we are ready to start beta-testing this, I'll follow up with the users in this thread to take part in it if you're interested.
Have a great day!
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Hi, @Rene H.
This is Ted from Hashsnap, a master reseller in South Korea.
My client has 25 stages in a pipeline, but they don't want to show the contents to me because it's confidential data. To my knowledge, they use the 25-stage pipeline for client management not for sales.
I'm very interested in the beta testing of this feature. Let me know when the beta testing is ready.
Thanks.1 -
Thank you Ted!
Yes, that's our observation as well based on a number of calls and feedback items that majority of these use cases might not strictly be around sales processes but client management, support etc.
Over time our aim is to become more flexible so we could better cater for these use cases as well.I'll definitely get back to you once we have something ready for Beta testing :)
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@Rene H there are such cases in our HR projects: first, we search for and evaluate the client, then conduct kickoff meetings, undergo security checks, sign contracts, prepare documents for tender participation, gather requirements, fulfill obligations, perform warranty replacements, sign documents for the advance payment, and then for the full payment and so on.
We have significantly shortened the pipeline, but even so, the headings are still unclear.If you start testing, you can include me first ))
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Hi @Rene H!
I am also very interested in the beta testing of this feature. Can you please let me know if/ when you start testing?
Best,
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This is sorely needed. My client is coming from Hubspot, and the way they do it there is like this:
1. Each stage column has a minimum width (let's say 400px)
2. If the total of stage columns is wider than the browser width, a horizontal scroll bar is added.
3. When the columns can fit comfortably in the browser, they increase their width taking all the available space. Not in love with this last aspect, it creates very wide columns if there are only a few stages. But it will be nice to also have a maximum width (let's say 680px), and show the columns centered (for folks with very wide monitors this would be super nice, otherwise they have to be looking at somehting at the left edge of the screen)0 -
@Rene H Is there a way I can contact you? I would be happy to share my process and explain where I few extra stages would help me. Currently I have eight, because that is the number of stages that fits nicely on my screen. I use labels in a few cases where I would prefer an extra stage but I don't want my pipeline to become unreadable.
"Also we'd like to hear your use cases for these setups with many stages to understand the reasoning behind having 25 stages as mentioned in the example above."
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👋 Hello again - I'm back with good news!
We have this ready now for initial testing.
How it works is that there's no magic number of stages or screen width when scroll appears, but we have defined a minimum width for stages - if stages start to go below that, we'll show the scrollbar instead of compressing the stages further.Please let me know in the thread below if you're willing to try it out.
I'll also enable it for those of you who have already mentioned needing this in the thread above.We are planning to enable it globally during November.
Have a great day!
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@kennybase should be enabled now. Let me know if it works.
(If you don't see it at first, please also try to refresh the Pipeline page)1 -
I see it now. I am working on my laptop this morning from a doctor's office and am able to swipe and scroll left and right.
The experience is easy on my laptop, because I can simply swipe left-right on my trackpad, and the left-right scrolling is fast and intuitive. I can also swipe my touch screen, but I never actually touch my touch screen.
My desktop monitor is wider, so I had actually not noticed the scrolling feature until this morning.
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Hi, @Rene H . Would you please enable this feature to my other account as well?
- know-your-numbers.pipedrive.com
- ytyoun@hashsnap.net
This is a demo domain that I used for my client, and it'll be very helpful if I can show this feature from this domain.
Thanks!0 -
@Rene H can we disable this on our account? I really liked how it looked when everything fitted into one single view.
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@Ryan Shub It's enabled for all 3 instances now, hope this helps with the separated pipelines!
@Roberto Coindreau i see it's already disabled - i assume Support helped you out with this. By the way, we noticed we have a small bug where sometimes stages could become wider than expected (and scroll would also appear earlier than expected). Does it sound like this was the issue for you as well and why you like the previous experience more?
We should have this bug fixed very soon, today or tomorrow hopefully.
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@Rene H There is also a bug in that sometimes the stages become wider and the scroll bar does not appear and allow me to scroll to the stages that are out of view. I had sent an email to Rajat about it.
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