How to Track Discount Trends?

mariog7
mariog7 Member Posts: 2 VERIFIED MEMBER
edited June 19 in Sales CRM #1

Hello. I am trying to track metrics such as, average discount, which reps are giving the most / least discount, etc. Unfortunately, I don't see a way to display the "Discount" field in Deals or Insights.

Any ideas, please? Thanks!

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Answers

  • Nikolai Sokolov
    Nikolai Sokolov Member Posts: 123 VERIFIED MEMBER
    100 Comments Third Anniversary 25 Likes 5 Up Votes
    #2

    Hi @mariog7 ! It is indeed impossible in Insight Dashboards currently. The workaround we use to track any fields not available in pipedrive reports: exporting won deals to google sheets, with all product information, then using datalooker studio to build reports on any data points clients need.

    The fastest/least complicated way to achieve this, is having a monthly/weekly/daily triggering make scenario that scopes all deals in a deal filter, then gathering product data for each deal, then saving the results in a google sheet or a database.

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