Compare sales from 2 periods of time

Martin Gibeault
Martin Gibeault Member Posts: 7 VERIFIED MEMBER
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in Sales CRM #1

Hi,

I've seen this question many times from 2021 and still not answered.

Pipedrive, could you please add this feature in Insights; comparing sales from 2 periods of time (ex: sales January to December 2023 versus 2024 in a graphic). That would be helpful!

Thank you!

Martin

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  • Helio
    Helio Pipedrive Team Posts: 96 PIPEDRIVE TEAM
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    #2 Answer ✓

    @Martin Gibeault I see, thank you for your feedback. I will share it with the product team internally :)

Answers

  • Helio
    Helio Pipedrive Team Posts: 96 PIPEDRIVE TEAM
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    #3

    Hello @Martin Gibeault,

    I hope you are doing well today!

    I'm not sure if this is exactly what you're looking for, but I believe you can achieve it by creating separate reports: one for sales from 2023 and another for sales from 2024. You can then add both reports to a dashboard side by side.

    Here’s an example of how it would look:

    Markup on 2025-01-10 at 15:45:09.png

    Essentially, you create a report for deals with a "won time" in 2023 and another for deals with a "won time" in 2024. Once created, add both reports to a dashboard to view them side by side, as shown above.

    I hope this helps!

  • Martin Gibeault
    Martin Gibeault Member Posts: 7 VERIFIED MEMBER
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    #4

    Hi @Helio,

    I was looking for this, but in the same report. Example: you see the sales of Octobre 2023 in blue and October 2024 in orange. Then you see if your sales have increase or not.

    I can do 2 reports too.

    Thanks!

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