Suggestion for Insights

The Insights / Dashboard is pretty cool and after 2x month using it once a while I can see certain pattern appear which I guess I would not have recognized before... It does a great job!

What I thought would make sense for me here is:

  • instead of having fixed reports (for example: Activities / This Month) = why not having ready options inside this report to swop between Month/Quarter/Year etc.
  • what about a dynamic compare functions?
  • or a cumulative function?

Would be interested to know what else the community likes to do with the insight dashboard / reports.

Or what advise You have to improve the reports with its existing functions.

Cheers,

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  • Deborah Angel
    Deborah Angel Posts: 3
    edited October 2020 #2

    submitted a request to add line graph to report 'type' options

  • Mike van der Valk
    Mike van der Valk Posts: 4,376 PIPEDRIVE PRODUCT MANAGER
    2500 Comments 25 Likes Second Anniversary First Answer
    edited October 2020 #3

    Pinning your post to the main feed for a while @Martin Pfeiffer to see what others are still missing here, thanks for sharing!

  • Derek Longmuir
    Derek Longmuir Posts: 1
    edited February 24 #4

    Can we please have a report that can be sorted by date range that simply shows

    Sales Person Deals Won, Products Sold, Value. Which allows us to click in and see the customers. The old reports had this function. it makes it easy for my weekly reporting. 

  • Mike van der Valk
    Mike van der Valk Posts: 4,376 PIPEDRIVE PRODUCT MANAGER
    2500 Comments 25 Likes Second Anniversary First Answer
    edited October 2020 #5

    Can we please have a report that can be sorted by date range that simply shows

    Sales Person Deals Won, Products Sold, Value. Which allows us to click in and see the customers. The old reports had this function. it makes it easy for my weekly reporting. 

    @Derek Longmuir you can create a report already showing all won deals from a certain user in a certain time period. You can then add a product filter to it and click on the report to get more details. Check below:

    image
  • Mindy Aufderheide
    edited February 25 #6

    I'm looking to build custom reports to add to our Dashboard. For example, we have added custom fields to show the type of client, type of plan etc and want to be able to filter and base reports on this data in addition to Lead Source and Referrals. Has anyone figured out how to customize reporting or have recommendations on add-on solutions that allow you to do this? Thanks in advance for your input!

  • Mike van der Valk
    Mike van der Valk Posts: 4,376 PIPEDRIVE PRODUCT MANAGER
    2500 Comments 25 Likes Second Anniversary First Answer
    edited January 2021 #7

    I'm looking to build custom reports to add to our Dashboard. For example, we have added custom fields to show the type of client, type of plan etc and want to be able to filter and base reports on this data in addition to Lead Source and Referrals. Has anyone figured out how to customize reporting or have recommendations on add-on solutions that allow you to do this? Thanks in advance for your input!

    Hi @Mindy Aufderheide 

    In case you are on the Professional plan or higher, you will be able to create reports based on custom fields. The possible custom field types are user, person, organization, date, multiple options, single option, monetary (including weighted value), and numeric.