Product Sold Report
WIth the new Insights feature will there be a report for won deals by product as there is in the reports section? This is critical to us using pipedrive.
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With the old Reports section I could see products sold within a time frame by value and by count ... however, no way to export those to .xls or .csv rather. Now with insights, no way to see that at all.
Glad to hear you're working on it. Any idea as to when something may be available?0 -
Brian Quade said:
With the old Reports section I could see products sold within a time frame by value and by count ... however, no way to export those to .xls or .csv rather. Now with insights, no way to see that at all.
Glad to hear you're working on it. Any idea as to when something may be available?Hi @Brian Quade
Yes, that's why we're not depreciating old reports yet for users using these already. Unfortunately there's no timeframe I can give you, but there's people on it right now so it's more a matter of weeks then months for sure.
Also, exporting is in the plans!
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Hi There, is there any update on this?
I am keen to generate monthly reports by products and have developed all my reports on Insights?
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Ferrin Govender said:
Hi There, is there any update on this?
I am keen to generate monthly reports by products and have developed all my reports on Insights?
We're working on it as announced in our What's planned topic: https://community.pipedrive.com/post/planned-insights-to-get-product-reporting-and-forecast-reporting-5f5a2cee5b570263d90eb756
Keep an eye on the What's new topic to see when it's live
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Mike van der Valk said:
Hi @Jason Webb thanks for sharing. Our team is working on this 🚀
Mike, a year has passed is the solution in sight or did I miss it?
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Mike van der Valk said:
Hi @Jason Webb thanks for sharing. Our team is working on this 🚀
Hi @Marko Zivanic it has been live for a few months already. You can with any reports add a filter condition to filter by specific products.
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Mike van der Valk said:
Hi @Jason Webb thanks for sharing. Our team is working on this 🚀
Could you expand on this, as I am currently not seeing this functionality in my reporting.
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Mike van der Valk said:
Hi @Jason Webb thanks for sharing. Our team is working on this 🚀
@Marko Zivanic were you able to figure out the solution to this problem?
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Mike van der Valk said:
Hi @Jason Webb thanks for sharing. Our team is working on this 🚀
Hi @Kyle it should be live but I unfortunately don't have access to your account settings. It's best to reach out to our support team via chat so they can walk it through with you and make sure you'll have access to it.
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