Project Imports & Insight Reporting for Projects

Brad Ahrens
Brad Ahrens Member Posts: 2 VERIFIED MEMBER
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edited February 16 in Ideas and Product Feedback #1

Are there plans to add project imports and add insight reporting for projects any time soon?

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  • Lucas MAGNE
    Lucas MAGNE Member Posts: 159 VERIFIED MEMBER
    Third Anniversary 100 Comments 25 Up Votes 25 Likes
    #2

    Not on the roadmap shared during a Webinar ... but will fore sure

  • Kate Harris
    Kate Harris Member Posts: 6 VERIFIED MEMBER
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    #3

    This would be extremely helpful for admin and sales reps. Right now I am looking to create a 2nd pipeline but that is just making it more confusing for the reps because they get "lost" in which pipeline they are in. Then deals get created in the wrong place and I end up spending way too much time correcting these issues.

  • Kate Harris
    Kate Harris Member Posts: 6 VERIFIED MEMBER
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    #4

    It would also be great if we could customize the "Project Cards" like we can to the deal cards

  • John Stewart
    John Stewart Member Posts: 10 VERIFIED MEMBER
    10 Comments 5 Likes Name Dropper Photogenic
    #5

    I think that once they decide to finish the Projects module, it'll come with the import/export functionality we'll need. It can't not. We need to be able to easily duplicate project templates across Pipedrive instances, not just within our own Pipedrive account.

  • Paris Patrick_49141
    Paris Patrick_49141 Member Posts: 7 VERIFIED MEMBER
    Third Anniversary Photogenic First Comment
    #6

    The ability to report on projects is definitely needed for tracking KPIs

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