By product reporting for deals

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Alex MacGregor
Alex MacGregor Member Posts: 1
First Anniversary

Hi,

My organization uses PipeDrive and we like the product.

However, there is some very basic functionality when it comes to reporting on products. If you have multiple products in a deal rather than allowing me to report on the various products when I go to export in that deal it just sums them all up and shows a total. This is a severe limitation. We have a work around where we enter all of the data twice in custom fields. While this work around is somewhat feasible it leads to a significant amount of pipeline hygiene issues (sales reps update it in one place but not the other).

It seems like such a basic feature... I am expecting a response saying we will tell our product team about this and then it will go nowhere (prove me wrong).

Has anyone had luck amalgamating this data? I am trying to find a consultant who can just build this report for me.

Answers

  • Josh Buesking
    Josh Buesking Member Posts: 178
    First Anniversary First Comment First Answer 5 Likes
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    They are working on products currently, this has been brought up in past., good possibility it get's addressed.