Insight must provide ability to cross reference multiple entities (like the filters)

Alexandre Lanoue
Alexandre Lanoue Member Posts: 2 VERIFIED MEMBER
Third Anniversary Photogenic

The Insight module is very limited and doesn't allow to cross reference entities. For examples, I would like to have a deal performance report segmented or filtered by custom fields at the organization or the person level.

This feature is available in the filter from the entity views (organization, person, deal, etc.). Without this feature, I feel the Insight module is pretty useless as it doesn't allow you to have real insights on your data.

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Comments

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,313 COMMUNITY MANAGER
    1000 Comments 250 Likes 25 Answers Third Anniversary

    Hi @Alexandre Lanoue , I’m happy to say we have an update to Insights coming up soon that you might find interesting; stay posted!

  • audrey.baid
    audrey.baid Member Posts: 1 VERIFIED MEMBER
    Name Dropper First Comment

    Any updates here? This is very basic functionality and agree that Insights is useless. I would love to make dashboards that are useful for sales prospecting but having to resort to multiple filters instead.

  • Andreia Costa
    Andreia Costa Pipedrive Team Posts: 173 PIPEDRIVE TEAM
    Third Anniversary 100 Comments 5 Answers 5 Likes

    Hey @audrey.baid 👋

    Yes, we do actually have an update regarding this! The team recently released several new options that allow users to cross-entity items with Insights. Check out this article: https://support.pipedrive.com/en/article/insights-combined-data

    Hope this helps!