Has anyone found a way of reporting on Notes made by users on individual deals??

hgon157

Within our Pipedrive account, we need to be able to track how active staff are on individual deals.

Not via if they have created activities and then completed the activities.

Amit Sarda (AmitSarda.xyz)

I would suggest considering 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. You will however need to manually upload the notes to the Google Sheets workbook as Coupler doesn't export notes.