New: Generate reports in seconds with Insights AI
Visualizing the reports you need just got easier with the prompt-based Insights AI report generator. This update will allow you to enter your own prompt, or select an existing prompt from the suggestions. The report will then be automatically generated based on your input.
This feature is gradually being rolled out to all plans and regions, and will be fully available by the end of March 2025. For all the details, check out our knowledge base article here.
Comments
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That sounds like a fantastic update! I'm really looking forward to trying out the prompt-based Insights AI report generator and seeing how it enhances data analysis. Thanks for sharing this exciting feature!
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@Manuel Oliveira are there any plans to include projects in stats and filters? The feature is great in general, but since there are no reports possible, no filters available in contacts, deals and activities and no field groups or calculation fields, we often stick to deals instead on client work. Makes it harder to upgrade clients to projects, even tho projects are a much better place to track post-sales. I.e. several deals can be linked to a single project, project templates.
Projects are a great idea and a UVP of pipedrive, but a very half-baked execution currently.
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Hi @Nikolai Sokolov thank you for the feedback. For the immediate term at least, there are no planned updates to the projects module, or reporting on projects. Our product team has received your feedback, and we’ll keep sharing more details as they become available.
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Thanks @Manuel Oliveira! Another problem with projects: there's no way to get projects linked to a specific deal thru API. You have to get all projects, then filter for those having the required deal ID. This quickly gets inefficient if there are hundreds of projects. Having a deal_id filter option on get project endpoint would immediately solve this problem.
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