By product reporting for deals

Alex MacGregor
Alex MacGregor Member Posts: 1 VERIFIED MEMBER
First Anniversary
edited March 14 in Sales CRM #1

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: 253 VERIFIED MEMBER
    Fifth Anniversary 100 Likes 100 Comments 5 Answers

    They are working on products currently, this has been brought up in past., good possibility it get's addressed.

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