Looking for feedback to AI report generation in Insights

Evelin Kivioja
Evelin Kivioja Pipedrive Team Posts: 5 PIPEDRIVE TEAM
First Comment
edited April 23 in Research and Beta Testing #1

Hello everybody! 👋

We are currently in the middle of process of rolling out AI report generation feature to our customer base. If you have tried out the feature, I would love to hear your feedback on it- what was good, what wasn't, what do you expect it to do differently.

Thanks 💪

Screenshot 2024-11-20 at 09.39.23.png Screenshot 2025-02-07 at 13.39.23.png
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Comments

  • Nikolai Sokolov
    Nikolai Sokolov Member Posts: 215 VERIFIED MEMBER
    Fourth Anniversary 100 Comments 25 Up Votes 5 Answers
    #2

    It works quite well! Love the feature to adjust the reports once one is made. Really good, awesome stuff!

  • Nikolai Sokolov
    Nikolai Sokolov Member Posts: 215 VERIFIED MEMBER
    Fourth Anniversary 100 Comments 25 Up Votes 5 Answers
    #3

    This is not on topic of AI, but groups in filters are direly needed. Its currently impossible to make complex conditions for reports and filters which limits functionality a lot. One example:

    Make a report that shows deals with recurring products that have:

    • won time this year
    • billing cycles not set at all
    • or billing cycles limited to 12 and billing frequency set to monthly
    • or billing cycles limited to 1 and billing frequency set to yearly

    Being able to group conditions like its in the workflow automation builder would truly unlock filters and reports.

  • kennybase
    kennybase Member Posts: 4 VERIFIED MEMBER
    Photogenic Name Dropper First Comment
    #4

    I've found it works pretty well for us. It's made it easier to find the report I wanted, or at least the starting points for me to tweak. Being able to type in my own 'voice' helps as I'm able to ask it what I am looking for and see it then offer me what I need.

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