Add a weekend filter to insights date created
In insights filters on lead/ deal creation date could we have a "weekend" filter? I want to create a filter to see how many calls we are getting over weekends over a month or a year. The only way I can do this at the moment is to manually enter the date range of a single weekend and do four individual searches for the month which is really time-consuming, especially if i need to do it for the year.
Comments
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This looks tricky and not sure if it would be on the roadmap.
The first solution that comes to mind is to run an automation using Make/Integromat or Zapier where you classify a date as Weekday or Weekend. If this is a single choice option custom field, you can use this in Insights.
The second option: I would suggest considering Coupler or Flatly to build a data pipeline and visualize this in Tableau or simple google sheets.
You can read more about building a data pipeline for Pipedrive in this article.
If you have any other questions or need further help, please don't hesitate to reach out.
Best,
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