Discovering Pipedrive Insights using Tableau

Amit Sarda (AmitSarda.xyz)
Amit Sarda (AmitSarda.xyz) Member Posts: 1,534
First Anniversary First Answer 5 Up Votes 5 Likes
edited July 2022 in Apps and Integrations #1

Sometime in July, I shared a Tableau dashboard that I had built using the Deals data from Pipedrive. It is proving to be incredibly useful for clients I work with.

A few(!) people liked it and I decided to package it in the form of a digital product:

  • Snapshots of Tableau dashboards ($0)
  • Just an eBook ($100) in the form of a Notion document: You get added to the LIVE Notion document as a Guest.
  • Sample Tableau Dashboard ($250): A copy of the Tableau dashboard for you to quickly get started by plugging your own data into this dashboard.
  • Both ($350)

Purchase: https://gumroad.com/l/pipedrivetableau

SAMPLE TABLEAU DASHBOARD: https://bit.ly/pipedriveinsights

WHY TABLEAU DASHBOARDS ARE INCREDIBLY POWERFUL?

Check out this tutorial: https://bit.ly/ioradtableau

Any feedback or questions, please feel free to DM.

 

Snapshots of dashboards

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Comments

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 847
    5 Likes First Anniversary First Answer Combo Breaker
    edited February 2021 #2

    This is great! Thank you  @Amit Sarda 

     

    Can't wait to put this to good use

     

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,089 PIPEDRIVE TEAM
    First Anniversary 5 Likes 5 LOLs First Answer
    edited February 2022 #3

    Awesome work @Amit Sarda I'll see if we can give this post some more visibility here, I think it can be useful for many among us.

  • admin@melbournecablepark.com
    edited April 2022 #4

    Looks great.  Well done.  We use QLIK.  Do you have a model for Qlik or just Tableau ?  

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,534
    First Anniversary First Answer 5 Up Votes 5 Likes
    edited October 2020 #5

    Awesome work @Amit Sarda I'll see if we can give this post some more visibility here, I think it can be useful for many among us.

    Thank you, @Mike van der Valk. I would really appreciate that. :)

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,534
    First Anniversary First Answer 5 Up Votes 5 Likes
    edited October 2020 #6

    Looks great.  Well done.  We use QLIK.  Do you have a model for Qlik or just Tableau ?  

    I have never used Qlik but I have no doubt that a similar product can be built with Qlik, PowerBI, GoogleDataStudio too. Of all the solutions I have tried, I found Tableau to be the best.

    This product is more about showing everyone what is possible with a solution like this. A lot like showing everyone a glimpse of the promised land.

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,089 PIPEDRIVE TEAM
    First Anniversary 5 Likes 5 LOLs First Answer
    edited October 2020 #7

    Awesome work @Amit Sarda I'll see if we can give this post some more visibility here, I think it can be useful for many among us.

    Commenting here to bring it up in the feed again 🤞🏻

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,534
    First Anniversary First Answer 5 Up Votes 5 Likes
    edited October 2020 #8

    Awesome work @Amit Sarda I'll see if we can give this post some more visibility here, I think it can be useful for many among us.

    Thank you, Mike.

    I really appreciate it.

    I also made the product options a lot simpler on the checkout page and am making some changes to the copy as we speak.  :)

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,089 PIPEDRIVE TEAM
    First Anniversary 5 Likes 5 LOLs First Answer
    edited October 2020 #9

    Awesome work @Amit Sarda I'll see if we can give this post some more visibility here, I think it can be useful for many among us.

    I'd promote it more but I want us to remain independent and therefore can not promote something you'd have to pay for too prominent. Hope you understand.

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,534
    First Anniversary First Answer 5 Up Votes 5 Likes
    edited October 2020 #10

    Awesome work @Amit Sarda I'll see if we can give this post some more visibility here, I think it can be useful for many among us.

    Absolutely.

  • Harj Gadhvi
    Harj Gadhvi Member Posts: 20
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    edited February 2022 #11

    Are you able to drill down reports in tableau on product categories/variations?

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,534
    First Anniversary First Answer 5 Up Votes 5 Likes
    edited November 2021 #12

    Are you able to drill down reports in tableau on product categories/variations?

    Yes. You just need to define the hierarchies.