Deal roll-up from Daughter Organisations to Parent Organisation?
We are a growing company and Related Organsiations is becoming a valuable feature, but nothing rolls up from the daughter organisations into the parent organisation Overview. This would be great at least for deals and meetings.
Also being able to search for related organisations or all parent account would be useful for planning and managing activities across daughter companies.
Comments
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Hi Theresa,
Pipedrive does not really support the Parent/Child concept for roll ups
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Hi @Theresa, Boris is right unfortunately.
I've added the "feedback" tag to make sure our team sees your suggestion though.
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Hello! Has this been implemented? I have only recently started using Pipedrive and this feature would really help to screen the deals across a group-based organisation (one parent, multiple sisters). Many thanks! Maria
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Please Pipedrive any news on the development?
We work a lot with Universities. Universities are always structured:
- they have faculties,
- they have many departments,
- departments have institutes,
- institutes have laboratories.
We would like to attribute the winning business cases to those who have merit in the business, i.e. lower organizational level. But then, of course, it is necessary to know about the total turnover of the given company - in these cases, the given university.
Even small local czech CRM Raynet supports this by design. It's super useful.
When will you finally add it too?
BTW there are more request from Pipedrive users like this:
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+1 for rollups from children to parent orgs. Would be good if things like customer number fields could roll up too (e.g. we have site offices set up as separate orgs, related to the overall parent company, and have a custom field for number of staff at each site. It would be good if this all rolled up so we could see total number of staff at the parent company level, summed from all child related orgs.)
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