Insights - Activities Scheduled
Reports at the moment give you Activities Added by date or Activities Completed by date, but doesn't provide the ability look at Activities Scheduled by date. It would be great to see how many meetings for example each sales person has scheduled for the week, instead of just how many they booked (added) or attended (completed)
Comments
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I take a dump of the activities data as a CSV and visualize it in Tableau to indicate the 'done' status by due date.
Gives me a high-level view on how everyone in the team is managing to keep up with their schedule.
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Amit Sarda said:
I take a dump of the activities data as a CSV and visualize it in Tableau to indicate the 'done' status by due date.
Gives me a high-level view on how everyone in the team is managing to keep up with their schedule.
I’m currently doing the same - exporting activities and then manipulating the data to view across, added, scheduled, completed dates. Would be handy if scheduled date could be viewed as one of the standard reports though so there wasn’t a need to export the data
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Amit Sarda said:
I take a dump of the activities data as a CSV and visualize it in Tableau to indicate the 'done' status by due date.
Gives me a high-level view on how everyone in the team is managing to keep up with their schedule.
I have realized this shortcoming more often than not. So now I take a dump of all deals and activities every day and visualize it in a pre-configured dashboard in Tableau.
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Thank you @Craig Holmes for this feedback! I am very glad to let you know that this will be soon possible in new Insights section. You can filter or/and view results by due date or other activities fields.
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Seda said:
Thank you @Craig Holmes for this feedback! I am very glad to let you know that this will be soon possible in new Insights section. You can filter or/and view results by due date or other activities fields.
This is great! Thanks for letting me know!
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Amit Sarda said:
I take a dump of the activities data as a CSV and visualize it in Tableau to indicate the 'done' status by due date.
Gives me a high-level view on how everyone in the team is managing to keep up with their schedule.
@Craig Holmes: I wrote about how I visualize my Deals data: https://community.pipedrive.com/post/health-check-dashboard-for-pipedrive-using-tableau-5ef1fb59913c407530b4e8ac
I have a similar setup for Activities data.
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Seda said:
Thank you @Craig Holmes for this feedback! I am very glad to let you know that this will be soon possible in new Insights section. You can filter or/and view results by due date or other activities fields.
@Seda , loving that we can now looking at activities by due dates in the Insights feature... Is there anyway to use Or functions in the filter? We segment our meetings into 4 different types and are trying to look at the total number of meetings scheduled for the week across the 4 different activity types...
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Amit Sarda said:
I take a dump of the activities data as a CSV and visualize it in Tableau to indicate the 'done' status by due date.
Gives me a high-level view on how everyone in the team is managing to keep up with their schedule.
Thanks for sharing!
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Seda said:
Thank you @Craig Holmes for this feedback! I am very glad to let you know that this will be soon possible in new Insights section. You can filter or/and view results by due date or other activities fields.
Not sure whether I missed it initially or whether it's a new feature but can see that there are Or functions to the filters which is great!
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