Product overview dashboard

Marijn
Marijn Posts: 1

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.

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  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited September 2020 #2

    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:

  • Anton Los
    Anton Los Posts: 4
    edited February 25 #3

    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?

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited December 2020 #4
    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:

     

     

    @Anton Los make sure you're using the right condition for Products:

    image

    If the issue persists, please reach out to our Support team and they will help you.