Products in Insights and Reports
My company needs make some analisys using products in the filters. But in Pipe don´t is possible.
I need create a dashboard with the fields:
in the month : who won the business, when, how much and what product selled.
Some one using any analisys like that...
Comments
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Ricardo,
I have a dashboard in Tableau that does that.
You can see a dashboard for a sample data here: https://public.tableau.com/profile/sardamit#!/vizhome/PipedriveDashboardReportingTemplate/Menu
If you'd like to know how it works, I have created a tutorial here using one of the dashboards: http://ior.ad/76WC
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Hi @Ricardo Cunha !
At the moment Products don't cross-reference with Insights (yet) but we know how important it is that they do, so we're working on bringing them together and we'll make sure to announce it here when it goes live. I've sent your feedback to our team to reinforce the need for this. We appreciate your patience!
Here are some pro tips to stay on top of things:
- Follow What's Planned to know what we're working on currently.
- Join our Research and Beta Testing channel to be the first to know what's coming up and the chance to try out early versions of new and improved features. 🚀
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Inês Batata said:
Hi @Ricardo Cunha !
At the moment Products don't cross-reference with Insights (yet) but we know how important it is that they do, so we're working on bringing them together and we'll make sure to announce it here when it goes live. I've sent your feedback to our team to reinforce the need for this. We appreciate your patience!
Here are some pro tips to stay on top of things:
- Follow What's Planned to know what we're working on currently.
- Join our Research and Beta Testing channel to be the first to know what's coming up and the chance to try out early versions of new and improved features. 🚀
When is will the reporting which includes deals by product functionality be available?
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Inês Batata said:
Hi @Ricardo Cunha !
At the moment Products don't cross-reference with Insights (yet) but we know how important it is that they do, so we're working on bringing them together and we'll make sure to announce it here when it goes live. I've sent your feedback to our team to reinforce the need for this. We appreciate your patience!
Here are some pro tips to stay on top of things:
- Follow What's Planned to know what we're working on currently.
- Join our Research and Beta Testing channel to be the first to know what's coming up and the chance to try out early versions of new and improved features. 🚀
My company need this too! It's impossible to organize our sales without knowing exactly what is being sold!
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Hi @Lisa Benevento and @DIRETORIA - FEMCLINICA , we appreciate your feedback.
This is in our plans and being worked on but unfortunately at the moment we can't give you an expected date yet. Product reports are in progress and we hope to deliver them over the next coming months. However, there's lots of moving pieces that can sometimes speed up or delay delivery so we'd rather be on the safe side with making promises, I hope you understand.
Learn more about what we're adding to Insights in this post we made earlier. 🚀
Speaking of which, here’s how to stay on top of what’s coming down the line:
- Follow What's Planned to know what we're working on currently and what’s to come.
- Follow What’s New and don’t miss any new releases.
- Join our Research and Beta Testing channel for the chance to try out early versions of new and improved features.
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