Insights and reporting for Projects
Hello,
Our sales team uses Pipedrive and has found it useful so when they suggested for our implementation team to use it, we have started testing out the projects page and also trying to create reports/insights for our team.
I have contacted support about this and they have suggested that I submit feedback here about this topic.
For our team, it is essential that we are able to report on project details. I added a custom field for ARR (annual recurring revenue) as when a deal goes through, our team will break them out into what we call packages and it will often not be the total deal amount, but a fraction. It is important for us to run reports based on how much was completed, or how much ARR is at a current step.
It is also important for us to run reports on how many projects are past their expected end date, and by how many days they are past the expected end date.
Please consider adding insights for projects sooner rather than later.
Comments
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Are there plans to add project imports and add insight reporting for projects any time soon?
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Not on the roadmap shared during a Webinar ... but will fore sure
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We use our project pages to manage our active members (deals we have closed and converted to members). When a member cancels their account with us, we cancel their project in pipedrive. It would be helpful to have insights dedicated to project length and cancellation reasons.
Ideally, we would like to be able to create reports for reasons why people cancel their memberships and have the option in insights to see how long people are members, the average length of a project, and reasons for leaving.
Can we add the drop-down like in deals for "lost deal" to projects for "cancelled project"?
Is there a way to track projects similarly to deals in the insights page?
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This would be extremely helpful for admin and sales reps. Right now I am looking to create a 2nd pipeline but that is just making it more confusing for the reps because they get "lost" in which pipeline they are in. Then deals get created in the wrong place and I end up spending way too much time correcting these issues.
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It would also be great if we could customize the "Project Cards" like we can to the deal cards
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I think that once they decide to finish the Projects module, it'll come with the import/export functionality we'll need. It can't not. We need to be able to easily duplicate project templates across Pipedrive instances, not just within our own Pipedrive account.
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The ability to report on projects is definitely needed for tracking KPIs
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Hi all,
We do our onboarding within the projects and this could mean that we loose a sale and also this is the true wins.
We also use project data fields much more than I think they were built for.
I am just wondering if there are any work arounds to report on this information or is this a feature coming up in the future?
Thanks
Hyroxware
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Hi @Hyroxware , insights reporting for projects is not in the plans for now, but I will merge your feedback with other similar requests for added visibility. As a workaround, you can use a dedicated pipeline instead.
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Absolutely, please, please. Projects are where we earn our money. Deals Won for our industry does not mean we are going to get paid yet, it means we have an opportunity to get paid if we execute great work over time.
Project Reporting is a must. It is very close to a deal breaker for us (or at least a loyalty killer), so we hope to get word it is on the horizon?
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On the Dashboard in Pipedrive, there is reporting for all functions aside from Projects.
I believe reporting on projects such as time in each stage, task completion rate, etc would be valuable for the company to track.
Alongside leads, there is great value in tracking how successful projects are.
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I've seen requests about the need for project reporting since back in 2022 - has there been no progress on this? We're currently using Pipedrive b/c of it's integrated projects module, but, without the ability to report off of it, it's becoming less and less useful and we're going to need to explore other options. Can we get a clear understanding/response as to if this functionality is even in the pipeline and some sort of anticipated release date, if any?
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Currently there is no ability to generate reports (in the Insights screen) regarding Projects.
When is this planned for release? Seems to be an omission, as Pipedrive is charging extra for the Projects module, and reporting on projects and workflow is essential in any business.
These are the only reports available currently:
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Hi @MC this is also a feature request. As of this comment, there is no estimated date for this, but I have made sure it reaches our product team.
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This is one of the biggest reasons we don't use the projects module
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