Automated daily reports (per email)

Sven Hugo Joosten

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.

Mike van der Valk

Thanks for sharing Sven, tagging @Seda here

Blake Ahnell

Hey Mike,

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

Mike van der Valk

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

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

Double A Labs - Admin

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

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

Dave_51259

+1 vote from me on this.

Bill Steele

Blake Ahnell said:

Hey Mike,

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

One year later?

Zach Lebovitz

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

Mike van der Valk said:

Thanks for sharing Sven, tagging @Seda here

Hi, have you added this functionality yet?

John Ofield

Mike van der Valk said:

Thanks for sharing Sven, tagging @Seda here

It's crazy that this does not exist.

Bianca Hutton

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

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

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

Thank you,

Bianca

Ben Bamford

Anything further on this?

Bronwen Fraser

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

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

Hi!

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

GrandCashOffer

Any update on this?

two years and still not a feature?

Amit Sarda (AmitSarda.xyz)

Hey all,

I would suggest considering building a data pipeline using Coupler. You can then visualize the data from Google Sheets using Tableau or Looker Studio, or even Google Sheets. You can read more about building a data pipeline for Pipedrive in this article.

If you have any other questions or need further help, please don't hesitate to reach out.

Best,

Amit Sarda

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Andy lawley

+1 yes I need this feature. I can’t believe PD can’t offer this