Pipedrive webform reports?
Martin Bukacek
Member Posts: 1 VERIFIED MEMBER
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Hey! My team members struggle with spending too much time analyzing data we receive through Pipedrive webforms. Exporting sheets and running custom analytics is a time consuming hell.
Does Pipedrive plan any easy report summaries of data users fill in through web forms?
How do you folks handle that?
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Hi @Martin Bukacek !
I would use the pipeline and stage that the deals generated by your webforms go to as a condition when creating your custom report in Insights. Learn more about this here: Insights reports: Deal Performance.
That could be an option to make your life easier.
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