Need someone to make basic reports / dashboards
I sell. I need someone to create some simple reports.
I have an IT background but I don't feel like learning the intricacies of the new Insights section of Pipedrive. So I am looking to hire someone to run some basic reports based on the custom fields I have created. I have the Legacy Gold Plan aka Advanced Plan if that helps.
Please respond asap as I am also posting this on UpWork
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Hey Pete!
I do this using Tableau. A sample is here: https://public.tableau.com/profile/sardamit#!/vizhome/PipedriveDashboardReportingTemplate/Menu
If you're new to Tableau, this tutorial will walk you through how to use it: http://ior.ad/76WC
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Hi @Pete Thomas we can help out here. Please check out our site at https://www.crm-guru.net or contact me at stevenperrotto@gmail.com to discuss your needs more
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Hi Pete,
At picksaas.com we are a certified Pipedrive experts and I am sure we can help with reporting in PD.
If you are still looking for some assistance with that you can contact me at: aga@picksaas.com
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Hi there
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✉️ support@saaszone.co
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