Insights Activity Progression

Dan S - Pipedrive Premier Partner

Hi Community,

I'm wondering if anyone can help with a report I'm trying to create.

A PD user has multiple Activity Types (Call 1, Call 2, Call 3 etc) and are looking to create reports to show how many Call 1's resulted in Call 2's / How many Call 2's resulted in Call 3's etc.

An alternative way to look at it could be of the Deals that had Call 1's, how many of those then had Call 2's…

Can anyone suggest a way to create this report?

Thanks

Leonardo Zimmermann

Hey, @Dan S - Pipedrive Premier Partner!

To create a report that tracks how many activities like Call 1 result in subsequent activities like Call 2, you can set up a few custom fields and workflows.

First, create custom fields in Deals to track whether specific calls (Call 1, Call 2, etc.) have been completed, which you can by creating a checkbox or a date field for each call type - for instance, you might create fields labeled "Call 1 Completed," "Call 2 Completed," and "Call 3 Completed."

Once the fields are set up, you'll want to automate their updates. Set up a workflow where, when an activity such as Call 1 is marked as done, the corresponding custom field in the deal is automatically updated - for example, you can create a workflow that triggers when an activity is completed, checks if the activity type is Call 1, and then updates the "Call 1 Completed" field accordingly. You'll need to repeat this process for Call 2, Call 3, and any other calls you're tracking.

Going forwards, start by filtering deals where "Call 1 Completed" is checked, and then further refine the filter to include only those deals where "Call 2 Completed" is also checked, which will allow you to see how many deals that included a Call 1 also had a Call 2 - and you can apply the same logic to track Call 2 leading to Call 3, and so on.

With these filters in place, you can now set up reports: create a new report using either the "Deals" or "Activities" data type. These reports can show you how many deals had Call 1 completed and, of those, how many also had Call 2 completed - and then similar reports can be used to track the progression from Call 2 to Call 3.

If you need more advanced reporting, consider exporting your data to Excel or Google Sheets, where you can use a pivot table to compare the progression of calls across your deals. Alternatively, you could use a business intelligence tool like Power BI or Tableau.

I hope this helps :)

Dan S - Pipedrive Premier Partner

Hi @Leonardo Zimmermann - thanks for coming back with the response above.

I had thought to do exactly what you suggested above, but the reality is it could become a quite unwieldily for the team with specific Activities for every call type.

If this is the only option (within PD itself) then we may have to go with it (other than pushing to Excel/BI tools as suggested).

Appreciate the suggestion 👍️