Reports based on product category
How can I create a sales report/funnel report based on a product category? This seems like a must have. I don't have time to create a report and type each individual product name in a sales/funnel report. Any suggestions??
Comments
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Hi @Josh Dowdy !
Currently that's not possible, although Product names and values are eligible fields that you can use to slice and dice you reports.
We are aware of this limitation and understand your frustration. We intend to make Products more robust and cross-reference with other features better in the coming year. Follow What's Planned to know what we're working on currently and what’s to come.
That being said, we appreciate your input and use it to give our teams thinking points to be considered in the future. Thank you for your understanding.
In the meantime, I suggest you take a look at the Analytics integrations available in our marketplace, as they allow you to extract data from Pipedrive and create other types of reports.
Another option is to include the category in the name of your product, which you can do in bulk using a spreadsheet.
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+1 for this idea!
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Inês Batata said:
Hi @Josh Dowdy !
Currently that's not possible, although Product names and values are eligible fields that you can use to slice and dice you reports.
We are aware of this limitation and understand your frustration. We intend to make Products more robust and cross-reference with other features better in the coming year. Follow What's Planned to know what we're working on currently and what’s to come.
That being said, we appreciate your input and use it to give our teams thinking points to be considered in the future. Thank you for your understanding.
In the meantime, I suggest you take a look at the Analytics integrations available in our marketplace, as they allow you to extract data from Pipedrive and create other types of reports.
Another option is to include the category in the name of your product, which you can do in bulk using a spreadsheet.
Is there an update on this functionality?
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Inês Batata said:
Hi @Josh Dowdy !
Currently that's not possible, although Product names and values are eligible fields that you can use to slice and dice you reports.
We are aware of this limitation and understand your frustration. We intend to make Products more robust and cross-reference with other features better in the coming year. Follow What's Planned to know what we're working on currently and what’s to come.
That being said, we appreciate your input and use it to give our teams thinking points to be considered in the future. Thank you for your understanding.
In the meantime, I suggest you take a look at the Analytics integrations available in our marketplace, as they allow you to extract data from Pipedrive and create other types of reports.
Another option is to include the category in the name of your product, which you can do in bulk using a spreadsheet.
any update on this functionality?
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Hi any updates on reports based on product category? I love pipedrive and the features, but not having report on product category is slowing the sales in their productivity. Could you update me?
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Hello, its really needed!
Could you please add this possibility of reporting by roduct category?
Thank you very much.
Vladimir
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