Custom field that counts # of deals

Josh Aston
Josh Aston Posts: 3
edited July 2022 in Ideas and Product Feedback #1

Is there a way to set-up a custom field that would count up the total # of deals in a particular status (for example, status of a "closed deal") for the date range pulled in a given report. 

So really I want to see the total number of deals in the particular date range that became closed deals.

I would use this for PipeDrive reports but also in Google Data Studio where I send the PipeDrive data. I then combine our media costs, deals created, deals closed data, etc.

Thank you!

Tagged:
0
Up
0 votes

· Last Updated -

Comments

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,244
    1000 Comments Third Anniversary 100 Likes 5 Answers
    edited February 2022 #2

    You can create this in the dashboard solution you use: Google Data Studio or Tableau.

  • Josh Aston
    Josh Aston Posts: 3
    edited June 2020 #3
    Amit Sarda said:

    You can create this in the dashboard solution you use: Google Data Studio or Tableau.

    Thanks Amit. I guess I’m struggling with how to do that based on the fields that are available in PipeDrive. For reference, I’m using a 3rd party connector within Google Data Studio created and managed by The Data Students.

    For example, what field or how would you structure a field in PipeDrive that provides the total number of Deals within any given status with what it allows?

    With the fields available and the functions available, I'm not finding a way to create a custom field that will simply sum the # of items in any given status for a time range. Any advice or help on what that would look like to create it in Data Studio would be most appreciated. 

  • Jan Bons
    Jan Bons Posts: 29
    10 Comments Second Anniversary Photogenic
    edited June 2020 #4

    I have the same problem. I have to report the number of deals in a stage. Now I have to scroll down and count the amount. There must be an easier way. 

     

  • Inês Batata
    Inês Batata Admin Posts: 2,917
    2500 Comments Third Anniversary 5 Likes First Answer
    COMMUNITY MANAGER
    edited June 2020 #5
    Amit Sarda said:

    You can create this in the dashboard solution you use: Google Data Studio or Tableau.

    Hi @Josh Aston ! And I think this might also help @Jan Bons . 🙂

    Unfortunately at the time our custom fields don't perform calculations, but it's something that is on our list and I've also forwarded your suggestion for consideration.

    You can get this information from Insights by creating a Performance type of report. Here's a quick video example I made for you. If you'd rather pull raw data then I suggest you explore our API.

  • Josh Aston
    Josh Aston Posts: 3
    edited June 2020 #6
    Amit Sarda said:

    You can create this in the dashboard solution you use: Google Data Studio or Tableau.

    Thank you for your reply, Inês 

  • Ross Hupkens
    Ross Hupkens Posts: 1
    edited June 2021 #7

    @Inês Batata Do you already have a solution for this? I like this fucntionality too.

Categories