Reporting: Combine pipeline stages
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We use pipedrive to manage stages of the sales process, and we have multiple pipelines depending on region, and each pipeline has exactly the same stages (i.e. stage names). How do I combine the values of stages from the different pipelines? The best I have been able to do is create a table and split it by pipeline, but I want the figures combined.
Answers
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Hi Steven,
one workaround: merge the two pipelines, since their stages are identical and introduce a new custom field, smth like "Market", which will allow you to filter APAC/EMEA deals quickly. The report can then be split by that field, while stages will be shared.
Same goes for any automations you might built - just filter by the custom field instead of the pipeline. It's actually much easier in terms of filters and automation in make/zapier, since it's only one set of stages you'd need to check.
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I would suggest considering building a data pipeline using Coupler or Coefficient.
You can then visualize the data from Google Sheets using Tableau or Looker Studio, or even Google Sheets.
More about building a data pipeline for Pipedrive in this article.
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Thanks for your suggestions
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