Product overview dashboard
When I create a deal and put it on win. I would prefer to see an overview of all products that have been sold. Is this an option within the dashboard functions? I can't add products anywhere when creating a dashboard.
Comments
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Hi @Marijn !
While this is not possible at the moment, it's one of the things we want to add next to Insights, check out this announcement we made recently. So stay tuned!
In the meantime, I would suggest you take a look at the integrations available in our marketplace, as they allow you to extract data from Pipedrive and create other types of reports. I did a quick search for you, take a look here.
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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Anton Los said:
Hi Marijn
it looks it is possible. When making a report you can choose deals and after selecting a period you can add products. But somehow i do not see all my products, frustrating!
do you already have experience?
Hi @Anton Los and @Marijn !
Good news, it's now possible to add Products to Insights. 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 and give us your opinion about new and improved features before they go live.
- 🔎 Learn all about any of Pipedrive’s features from our Knowledge Base tutorials in your preferred language and our Academy video courses. Simply search for your topic!
@Anton Los make sure you're using the right condition for Products:
If the issue persists, please reach out to our Support team and they will help you.
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