I'd like to create an automated report on a specific pipeline on a weekly basis
I'd like to receive an automated report on a specific pipeline once a week.
Say for example this is what I'd like to automate once a week:
-Weekly report of the actions made/progress of a specific pipeline.
Please help me figure out what to do and how to automate this. Thank you!
Answers
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Hi @Dassie Esther Mayol - Are you familiar with Make or Zapier? I'd recommend building this out there.
What I'd recommend is something like:
- Every time a deal stage changes in X pipeline, create a record of that change in a google sheet
- 1x/week, send you an email w/ a link to that report
Hope that helps! If you would like additional support, feel free to reach out.
- Liz
Schedule a Working Session | Pipedrive for Beginners | Pipedrive Integrations
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You can find this under a User's activity.
If you'd like this in the form of reports, I would suggest building a data pipeline using Coupler. You can then visualize the data from Google Sheets using Tableau or Looker Studio, or even Google Sheets. You can read more about building a data pipeline for Pipedrive in this article.
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