INSIGHTS - REPORTING OF LEADS AND DEALS, and DASHBOARDS (PLEASE CLARIFY)
With the introduction of "leads" and "deals", we need to know how Pipedrive Insights dashboards and reports, and custom reports, will be consolidating all leads and deals in one?
An Organisation and Sales Managers, need to make sure we have 1 combined view of all leads and deals, eg. number of leads/deals, values, product breakdown etc, and NOT separate reporting for leads and deals, consolidated in all Insight Reports, dashboards, reports and charts.
Can you clarify how leads and deals will be reported in Insights around:
c) custom reports already created in Pipedrive