Reporting on multiple pipes in the same graph

Gav1974
Gav1974 Member Posts: 5 VERIFIED MEMBER
Third Anniversary First Comment

Hi there,

I've split my sales and renewals pipes to ensure I have the right stages per deal. I now cant report on sales and renewals combined, I can only report on them separately. Is there a trick to this or must I continue to display each pipe's $$ on separate graphs?

Best Answer

  • Tony Xavier
    Tony Xavier Pipedrive Team Posts: 156 PIPEDRIVE TEAM
    100 Comments 25 Likes 5 Answers Second Anniversary
    #2 Answer ✓

    Hello @Gav1974,

    Apart from Deal Conversion - Funnel report, you will have the option to remove any filter based on the Pipeline to see combined data from both Pipelines.

    In the following example, I have filtered the report based on the Deal Created date and set the view by parameter to Pipeline to see the Pipeline level breakdown of the deal values:

    I hope this helps :)

Answers

  • Gav1974
    Gav1974 Member Posts: 5 VERIFIED MEMBER
    Third Anniversary First Comment

    Awesome thank you! This helps me and has solved my problem.