Deal roll-up from Daughter Organisations to Parent Organisation?

Theresa Shepherd
Theresa Shepherd Member Posts: 5
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edited July 2022 in Ideas and Product Feedback #1

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.

 

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  • Boris Tsibelman
    Boris Tsibelman Member Posts: 845
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    edited November 2020 #2

    Hi Theresa,

     

    Pipedrive does not really support the Parent/Child concept for roll ups

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,077 PIPEDRIVE TEAM
    First Anniversary 5 Likes 5 LOLs First Answer
    edited April 2021 #3

    Hi @Theresa, Boris is right unfortunately.

    I've added the "feedback" tag to make sure our team sees your suggestion though.

  • Maria Mogilnaya
    Maria Mogilnaya Member Posts: 1
    edited March 2022 #4

    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

  • Dean Tavener
    Dean Tavener Member Posts: 10
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    #5

    +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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