Recurring Order Cycle Data

Clemens

Hi Everyone,

I am working in sales for several food & beverage companies. All of them use or already used Pipedrive now. I was wondering, in order to keep sales people for the majority of time in pipedrive without switching back and forth with other tools or accounting software, if there is a way to show the avg amount of days between client orders. I would like to use this to keep our sales managers in the loop for follow-ups and best case scenario use the data to automate email templates to follow up on re-orders.

Anyone has experience with this topic in Pipedrive?

Thanks!

Amit Sarda (AmitSarda.xyz)

I would suggest considering Coupler or Flatly to build a data pipeline (you can read more about building a data pipeline for Pipedrive in this article). Once done, you can run some reports and create some dashboards using BI tools like Tableau or Google Data Studio/Looker Studio.

Clemens

Thanks Amit! I will look into it.