Creating Dashboard Insight - Deals By Industry

Gary Corso
Gary Corso Posts: 5
edited July 24 in Sales CRM #1

should I be able to create a report that tells me opportunities by Industry?  I do not see it (industries) coming up on the drop down list and am wondering if I am creating the correct dashboard (performance) type to allow the selection.

 

Thanks and I appreciate in advance your replies

Comments

  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,033
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited February 24 #2

    Do you a custom field called Industry on Deals? 

  • Gary Corso
    Gary Corso Posts: 5
    edited July 2020 #3

    Do you a custom field called Industry on Deals? 

    No I was trying to use the field title Industry already under Organization. Do I need to create another field under deal then to get it to appear? Make sense I guess.

  • Gary Corso
    Gary Corso Posts: 5
    edited February 24 #4

    Okay, so I added another custom "Industry" field under the "deal" level and populated the data, but it is still not an option when I choose to segment or measure by it in the reporting drop downs. Suggestions?

  • Mike van der Valk
    Mike van der Valk Posts: 4,290 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited July 2020 #5

    Okay, so I added another custom "Industry" field under the "deal" level and populated the data, but it is still not an option when I choose to segment or measure by it in the reporting drop downs. Suggestions?

    Hi @Gary Corso in Pipedrive only Professional plan users and higher will be able to create reports based on custom fields. Can it be that you're on a different pricing plan with your company? 

  • Daniel Steyn_6162
    Daniel Steyn_6162 Posts: 20
    edited February 24 #6

    Gary, Just FYI, not all fields are available to filter with. You cant for example use free text fields, but if your industry field is from a picklist then you will be able to have it as an option.

     

    Mike and Borris,

    I have asked about this in the past, but it is very important to be able to also use organizational fields as a filter for deals. This would allow one to see organizational fields like territory or industry or account tiering.  This is a big cap in our insight report.

  • Gary Corso
    Gary Corso Posts: 5
    edited July 2020 #7

    Okay - So when I turned the Custom Field of Industry Type from a text field to a picklist - it worked! Thanks you for your wisdom on this subject.

  • Gary Corso
    Gary Corso Posts: 5
    edited July 2020 #8

    Okay, so I added another custom "Industry" field under the "deal" level and populated the data, but it is still not an option when I choose to segment or measure by it in the reporting drop downs. Suggestions?

    Nope - I am on Professional - figured it out by making it a drop down pick list versus a free type and then it appeared as a selection. Thanks for  replying.

  • Mike van der Valk
    Mike van der Valk Posts: 4,290 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited July 2020 #9

    Gary, Just FYI, not all fields are available to filter with. You cant for example use free text fields, but if your industry field is from a picklist then you will be able to have it as an option.

     

    Mike and Borris,

    I have asked about this in the past, but it is very important to be able to also use organizational fields as a filter for deals. This would allow one to see organizational fields like territory or industry or account tiering.  This is a big cap in our insight report.

    @Daniel Steyn passing along that suggestion once more ;) sounds logical :)