Leads conversion reports
Hello Pipedrivers!
With the customers starting to use the new Lead Suite, questions about reports come up.
I understood there's a workaround based on a new deals report + customized field for lead source, however it's available only on Professional plan.
Are there any lead reports planned in the roadmap?
i.e Conversion to deals per source etc...
Comments
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It's in the plans! No exact eta yet, but our goal is to give you all the insights you need. @Liron Kaplan
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Mike van der Valk said:
It's in the plans! No exact eta yet, but our goal is to give you all the insights you need. @Liron Kaplan
Any update on reports against lead flow and activity?
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Mike van der Valk said:
It's in the plans! No exact eta yet, but our goal is to give you all the insights you need. @Liron Kaplan
Hi @Adam Byford currently it's roughly planned around summer. Due to various factors it might come earlier or later as well but this is in our estimation now.
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Mike van der Valk said:
It's in the plans! No exact eta yet, but our goal is to give you all the insights you need. @Liron Kaplan
Any update forthereleasetimelines?
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Mike van der Valk said:
It's in the plans! No exact eta yet, but our goal is to give you all the insights you need. @Liron Kaplan
Any updates on Lead flow/activity and reporting? Specifically around Lead conversion by lead source? I see it was on roadmap to have in place this summer.
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Any update on this now, given that Summer has come and gone?
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Hi all, Has there been any update on this? I've spent the last hour or two searching on how to track lead conversions (lead to deal, leads that are closed/archived, total leads weekly/monthly, etc) but from what I can tell leads are a black hole as far as reporting goes. Am I missing something?
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Mike van der Valk said:
It's in the plans! No exact eta yet, but our goal is to give you all the insights you need. @Liron Kaplan
Hi, can you share an update on this topic with us? Would be highly appreciated. Thank you!
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I also would like an update on this. I convinced my company to upgrade to Professional to have access to more in depth reporting and information, but getting pretty bummed that I cannot track crucial parts of our work flow like lead conversion and rotting stats to be displayed in insights. Is there any time line here on this?
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Mike van der Valk said:
It's in the plans! No exact eta yet, but our goal is to give you all the insights you need. @Liron Kaplan
It's been a year still no news. I don't think it's even planned. If it is planned last year at least, you can provide ETA now.
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Evan Perkoski said:
I also would like an update on this. I convinced my company to upgrade to Professional to have access to more in depth reporting and information, but getting pretty bummed that I cannot track crucial parts of our work flow like lead conversion and rotting stats to be displayed in insights. Is there any time line here on this?
Just providing an update. My company has decided to go to Salesforce as a result of the limitations discussed here, as well as other areas. I am pretty bummed because I like Pipedrive over Salesforce, but its at a point where I cannot defend keeping it. We are switching over in a couple months as its going to be quite a transition. I wish you all the best.
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Evan Perkoski said:
I also would like an update on this. I convinced my company to upgrade to Professional to have access to more in depth reporting and information, but getting pretty bummed that I cannot track crucial parts of our work flow like lead conversion and rotting stats to be displayed in insights. Is there any time line here on this?
I made the same decision yesterday for our company and am beginning the transition process.
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Evan Perkoski said:
I also would like an update on this. I convinced my company to upgrade to Professional to have access to more in depth reporting and information, but getting pretty bummed that I cannot track crucial parts of our work flow like lead conversion and rotting stats to be displayed in insights. Is there any time line here on this?
In the next 2-3 months if there is no update we might also look for other options.
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Evan Perkoski said:
I also would like an update on this. I convinced my company to upgrade to Professional to have access to more in depth reporting and information, but getting pretty bummed that I cannot track crucial parts of our work flow like lead conversion and rotting stats to be displayed in insights. Is there any time line here on this?
Hi @Evan Perkoski @Mike Combs @Avinash Pathare and all others,
So sorry for the delayed reply here
I just reached out to our team and they mentioned there's currently a team working on this exact thing and it is planned for Q1 this year to go live!Again sorry for the delay in communicating this and apologies for not having this piece of functionality sooner but it's almost out now!
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Evan Perkoski said:
I also would like an update on this. I convinced my company to upgrade to Professional to have access to more in depth reporting and information, but getting pretty bummed that I cannot track crucial parts of our work flow like lead conversion and rotting stats to be displayed in insights. Is there any time line here on this?
@Alan Fagan @Liron Kaplan @Adam Byford @Caitlin Dolkart @Amber Murdock @Gerrit Meyer just tagging you here as well that the functionality is in the works and aimed to be launched in Q1 this year.
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Evan Perkoski said:
I also would like an update on this. I convinced my company to upgrade to Professional to have access to more in depth reporting and information, but getting pretty bummed that I cannot track crucial parts of our work flow like lead conversion and rotting stats to be displayed in insights. Is there any time line here on this?
Great News Mike!
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Hi everyone, there is a new update that addresses lead reporting! You can find out all about it here.
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