Automated daily reports (per email)

Sven Hugo Joosten
Sven Hugo Joosten Member Posts: 3
edited July 2022 in Ideas and Product Feedback #1

I would like to have an automated daily email report on activities and turnover related figures from my team, per team member in comparison and as a total.

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  • Mike van der Valk
    Mike van der Valk Product Manager Posts: 3,240
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    PRODUCT MANAGER
    edited May 2022 #2

    Thanks for sharing Sven, tagging @Seda here

  • Blake Ahnell
    Blake Ahnell Member Posts: 1
    edited July 2022 #3

    Hey Mike,

    I am needing this same daily/weekly email report. Are you able to assist?

  • Mike van der Valk
    Mike van der Valk Product Manager Posts: 3,240
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    PRODUCT MANAGER
    edited January 2021 #4
    Blake Ahnell said:

    Hey Mike,

    I am needing this same daily/weekly email report. Are you able to assist?

    Hi @Blake Ahnell unfortunately this currently doesn't exist :( I'm going to once more let our team know about this suggestion to add to Pipedrive.

  • Tim Flannery
    Tim Flannery Member Posts: 2
    edited May 2021 #5

    +1. I'd like to do a daily win report and daily loss report summarizing everything across our organization.

  • Double A Labs - Admin
    Double A Labs - Admin Member Posts: 1
    edited July 2021 #6

    Hi! This would be of great help for our team too! Being able to set up a daily email report with specific lead/deal information.  

  • Cory Reed_50445
    Cory Reed_50445 Member Posts: 1
    edited January 2022 #7

    Please build additional functionality to enable automation of reports both for automated emails as well as API calls to specific Report data.

  • Dave_51259
    Dave_51259 Member Posts: 1
    First Anniversary
    edited March 2022 #8

    +1 vote from me on this.

  • Bill Steele
    Bill Steele Member Posts: 11
    Second Anniversary First Comment Photogenic
    edited May 2022 #9
    Blake Ahnell said:

    Hey Mike,

    I am needing this same daily/weekly email report. Are you able to assist?

    One year later?

  • Zach Lebovitz
    Zach Lebovitz Member Posts: 5
    edited May 2022 #10
    Blake Ahnell said:

    Hey Mike,

    I am needing this same daily/weekly email report. Are you able to assist?

    Any update on this??

  • Zach Lebovitz
    Zach Lebovitz Member Posts: 5
    edited May 2022 #11
    Mike van der Valk said:

    Thanks for sharing Sven, tagging @Seda here

    Hi, have you added this functionality yet?

  • John Ofield
    John Ofield Member Posts: 1
    edited May 2022 #12
    Mike van der Valk said:

    Thanks for sharing Sven, tagging @Seda here

    It's crazy that this does not exist.

  • Bianca Hutton
    Bianca Hutton Member Posts: 3
    Name Dropper First Comment
    edited June 2022 #13
    Blake Ahnell said:

    Hey Mike,

    I am needing this same daily/weekly email report. Are you able to assist?

    @Mike van der Valk We would need this too - a weekly summary of new deals and lost deals. How is this not a feature yet, I'm seeing threads for this from a year ago. Any updates?

  • Mike van der Valk
    Mike van der Valk Product Manager Posts: 3,240
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited July 2022 #14
    Blake Ahnell said:

    Hey Mike,

    I am needing this same daily/weekly email report. Are you able to assist?

    Hi @Bianca Hutton 

    Unfortunately this request has not been prioritised over others yet, I'm sorry.

  • Bianca Hutton
    Bianca Hutton Member Posts: 3
    Name Dropper First Comment
    #15

    @Mike van der Valk any news on this, 6 months later? Still a MUCH needed feature.

    Thank you,

    Bianca

  • Ben Bamford
    Ben Bamford Member Posts: 1
    Second Anniversary First Comment
    #16

    Anything further on this?

  • Bronwen Fraser
    Bronwen Fraser Member Posts: 14
    10 Comments Name Dropper First Anniversary
    #17

    I would like to add that when doing an Insight Report on email activity, that unless that report only includes email activity with actual "Pipedrive Contacts" then that report is useless. Currently the report also includes every other daily emails going through our Outlook account that have nothing to do with Pipedrive Contacts. I have submitted a request but thought I would add it here also :)

  • Lorenzorro
    Lorenzorro Member Posts: 1
    First Comment
    #18

    Does anyone from pipedrive look at all these comments? Pipedrive should offer this feature. its a "must have" and integrated part of other CRM systems

  • Jeff Patterson
    Jeff Patterson Member Posts: 1
    First Comment
    #19

    Hi!

    Just curious if this feature is in the works? or if its being worked out? Would be a great thing to have :)

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