Activity reports now available in Insights
It is now possible to create reports and dashboards about your Activities!
In addition to standard questions like How many activities were added or completed, Insights will also answer questions like:
- What is planned for this week? - viewing results by Due Date
- What is done/scheduled on a daily basis?
- How many hours of meetings were completed this month? - measuring activities by Duration
Share some of your most helpful Activity reports in the comments to inspire other members of the Community!
Learn more about Insights here.
Comments
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great!
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Will be great if we could do a detailed report on products related to a pipeline! Then we could see which products convert best. Should be in there - but you guys (for years) always say how you're going to develop products but never do?
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Stephen Phillips said:
Will be great if we could do a detailed report on products related to a pipeline! Then we could see which products convert best. Should be in there - but you guys (for years) always say how you're going to develop products but never do?
Hi @Stephen Phillips , thank you for your feedback.
We have introduced several improvements to Products in 2020 regarding design/user interface and also capabilities. These may not have been groundbreaking but are part of our longer-term plan to "clean up the house" and make Products up-to-date with the rest of Pipedrive so we can then make more ambitious moves with them.
We are aware that there's still a lot of potential to fulfill and it's on our to-do list, namely cross-referencing with Insights in order to generate reports. Stay tuned for news about this in the coming months.
To be the first to know what we're working on and for the chance to try out early versions of new and improved features, I encourage you to join our Research and Beta Testing channel.
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How can I share my Insights dashboards? I want other people within the organisation to have access to the dashboards I created. I also want them to be able to adjust the dashboard to their needs. All I can do now is to create a link.
Thanks
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Joanna Grzybowska said:
How can I share my Insights dashboards? I want other people within the organisation to have access to the dashboards I created. I also want them to be able to adjust the dashboard to their needs. All I can do now is to create a link.
Thanks
Hi @Joanna Grzybowska !
At the moment Shared Insights are read-only, meaning that they can't be adjusted by the other person.
We have received some suggestions along the lines of yours here (sharing reports between users, adjustable shared insights) and we've made sure to let our team know so that they can take it into consideration for future development.
That being said, here are some pro tips to stay on top of things:
- Follow this topic to know what we're working on currently.
- Join our Research and Beta Testing channel to be the first to know what's coming up and the chance to try out early versions of new and improved features. 🚀
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In reports, I could export the information so I can provide data to my management. In insights, I can create the dashboard but not export information. Am I missing something?
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Will there be an option to change time period a report is run for in an easy, ideally one step, way? Now I have to create multiple reports to get weekly, monthly, quarterly etc reports. Or did I miss something?
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Diana Madsen said:
In reports, I could export the information so I can provide data to my management. In insights, I can create the dashboard but not export information. Am I missing something?
@Diana Madsen At the moment it's not possible to export reports from Insights into spreadsheets, but it's on the way, see our announcement here.
I'm sure we'll also give everyone a heads up when it goes live, as we know it's a very used feature.
Alternatively, you can use Shareable Insights. or export from a regular List View to a spreadsheet, if you can replicate the variables of your report into a filter there.
Some pro tips to stay on top of what we have up next:
- Follow What's Planned to know what we're working on currently.
- Join our Research and Beta Testing channel to be the first to know what's coming up and the chance to try out early versions of new and improved features. 🚀
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Joanna Grzybowska said:
Will there be an option to change time period a report is run for in an easy, ideally one step, way? Now I have to create multiple reports to get weekly, monthly, quarterly etc reports. Or did I miss something?
Hi @Joanna Grzybowska !
Right now there are no concrete short term plans for that. Unfortunately with many customers and requests and with limited development resources we need to prioritise and make choices what to deliver first. We will make sure however our team will consider your suggestions but we can never make any promises.
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Hi, is it possible to have an insight on the percentage activities done before or after the planned deadline?
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