Formula Fields needed

Alex Gero
Alex Gero Posts: 13

The integrations are great, but is there anywhere on the product pipeline to bring Formula fields as an option?

Also would be help to be able to share your dashboard with specific members of your organization without having to share a link. 

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  • Mike van der Valk
    Mike van der Valk Posts: 4,290 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited February 24 #2

    Hi @Alex Gero 

    Thanks for sharing. I've removed the "what's new" tag from your post since this is for the Pipedrive team to communicate new updates.

    Regarding your post. Formula fields are not in the short term plans but I know our team is considering them for the future, I'll add another vote to that from you. Regarding the dashboard, how would you like to share it, if not with a link?

  • David Fuchs_8752
    David Fuchs_8752 Posts: 2
    edited July 2020 #3

    Hi @Alex Gero 

    Thanks for sharing. I've removed the "what's new" tag from your post since this is for the Pipedrive team to communicate new updates.

    Regarding your post. Formula fields are not in the short term plans but I know our team is considering them for the future, I'll add another vote to that from you. Regarding the dashboard, how would you like to share it, if not with a link?

    and from me pls

  • Alex Gero
    Alex Gero Posts: 13
    edited July 2020 #4

    Hi @Alex Gero 

    Thanks for sharing. I've removed the "what's new" tag from your post since this is for the Pipedrive team to communicate new updates.

    Regarding your post. Formula fields are not in the short term plans but I know our team is considering them for the future, I'll add another vote to that from you. Regarding the dashboard, how would you like to share it, if not with a link?

    I should be able to give someone access to the dashboard I created. It would then it should show up as an option taht they could click on under the Dashboards section on the left-hand side of that persons screen so users can switch between different dashboards. Currently I have to send a link to someone, that person then has to save the link somewhere and then either copy and paste the link into a browser or save it as a bookmark in order to see it, Seems unnecessarily arduous. 

  • 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

    Hi @Alex Gero 

    Thanks for sharing. I've removed the "what's new" tag from your post since this is for the Pipedrive team to communicate new updates.

    Regarding your post. Formula fields are not in the short term plans but I know our team is considering them for the future, I'll add another vote to that from you. Regarding the dashboard, how would you like to share it, if not with a link?

    Thanks @Alex Gero I'm passing it along to our team here. We're working hard on improving insights reporting so thanks for sharing!

  • Steven_3816
    Steven_3816 Posts: 29
    edited May 2021 #6

    Hi there, this is now available in the marketplace here: https://marketplace.pipedrive.com/app/custom-field-calc/a6a59fb7caae935d