Customize Pipeline order

Yasin zolar
Yasin zolar Member Posts: 5 VERIFIED MEMBER
Photogenic First Comment
edited May 27 in Sales CRM #1

I build reports to show Deals in all my stages, but the order of the stages are not like the order of my sales process and i cant customize it. When a Pipeline is created it has a ID Number and the reports show the stages depend on the ID of the Pipeline like

Pipeline ID 1 → Pipeline ID 2 → Pipeline ID 3…..

but this is not the correct order i want and i think the order (or the ID) should be customizable for us

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Answers

  • Margarida F
    Margarida F Pipedrive Team Posts: 22 PIPEDRIVE TEAM
    Third Anniversary 10 Comments First Answer Name Dropper
    #2

    Hi @Yasin zolar

    Thank you for sharing this!

    Although you can reorder the pipelines, this is not reflected in the Insights report since there the order is defined by the ID, and unfortunately it's not possible to change the ID of an item.

    It would be useful if the order you choose for your pipelines also applied to the report's columns! You can share this suggestion on Ideas and Product Feedback where other users can comment and upvote, and this way bring more visibility to this idea!

    As a workaround for now, you can have a separate report for each pipeline and order the reports on your dashboard as you need:

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