Report on Pipeline status

Frank Svarre

Hi

I would like to make an report illustrating the total pipeline value status available each month, so in Jan. what pipeline is available to be close in the year, and then the same in Feb. etc.

Anyone that can help ?

Amit Sarda (AmitSarda.xyz)

You can't have snapshots in time.

I would suggest considering building a data pipeline using Coupler or Coefficient or Conduit.

You can then visualize the data from Google Sheets using Tableau or Looker Studio, or even Google Sheets.

You can read more about building a data pipeline for Pipedrive in this article.