Reporting: Combine pipeline stages

Steven Dudley

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.

Nikolai Sokolov

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.

Amit Sarda (AmitSarda.xyz)

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.

Steven Dudley

Thanks for your suggestions