Product Sold Report

Jason Webb
Jason Webb Member Posts: 6 VERIFIED MEMBER
First Comment
edited July 2022 in Ideas and Product Feedback #1

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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  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,063 PIPEDRIVE TEAM
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    edited March 2022 #2

    Hi @Jason Webb thanks for sharing. Our team is working on this 🚀 

  • Brian Quade
    Brian Quade Member Posts: 14 VERIFIED MEMBER
    10 Comments
    edited February 2022 #3

    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?

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,063 PIPEDRIVE TEAM
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    edited August 2020 #4
    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!

  • Ferrin Govender
    Ferrin Govender Member Posts: 14 VERIFIED MEMBER
    10 Comments
    edited February 2022 #5

    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?

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,063 PIPEDRIVE TEAM
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    edited September 2020 #6
    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 :) 

  • Marko Zivanic
    Marko Zivanic Member Posts: 9 VERIFIED MEMBER
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    edited November 2021 #7
    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? 

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,063 PIPEDRIVE TEAM
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    edited March 2022 #8
    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.

  • Kyle_67592
    Kyle_67592 Member Posts: 3 VERIFIED MEMBER
    edited March 2022 #9
    Mike van der Valk said:

    Hi @Jason Webb thanks for sharing. Our team is working on this 🚀 

     @Mike van der Valk 

    Could you expand on this, as I am currently not seeing this functionality in my reporting. 

  • Kyle_67592
    Kyle_67592 Member Posts: 3 VERIFIED MEMBER
    edited March 2022 #10
    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? 

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,063 PIPEDRIVE TEAM
    2500 Comments Fourth Anniversary 100 Likes 5 Answers
    edited March 2022 #11
    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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