Feature to add Activity details/content in Deal overview columns
Hi PD dev team,
In recent conversation with your support (Sierra in March and today with Nikolaos) I raised the impact for the (seemingly) simple feature of being able to add Activity (content) to a Deal/Person/Organization report column.
At this point in time it's only possible to add
- activities to do (count)
- done activities (count)
- last activity (date)
- next activity (date)
- total activities (count)
Rather than having these numeric metrics/columns I want to include the actual activity details, as in: what is the next activity/step (in qualitative terms, not quantitative).
Is this something you can push in the dev roadmap, the value would be huge.
*Attached printscreen with visualisation.
To work around this I created a custom field with "Next steps" for our team but as you can imagine this creates a double/inconsistent workload. The activity feature is great but I wish to report/overview with those details.
Comments
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This would be useful for sales managers to see the status of deals.
Until this happens, 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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Way to complicated.. This should be bult in. This is not really a CRM without it. To simply get a count of activities is not really useful.
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