Automated daily reports (per email)
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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Hey Mike,
I am needing this same daily/weekly email report. Are you able to assist?
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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.0 -
+1. I'd like to do a daily win report and daily loss report summarizing everything across our organization.
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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.
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Please build additional functionality to enable automation of reports both for automated emails as well as API calls to specific Report data.
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+1 vote from me on this.
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Blake Ahnell said:
Hey Mike,
I am needing this same daily/weekly email report. Are you able to assist?
One year later?
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Blake Ahnell said:
Hey Mike,
I am needing this same daily/weekly email report. Are you able to assist?
Any update on this??
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Mike van der Valk said:
Thanks for sharing Sven, tagging @Seda here
Hi, have you added this functionality yet?
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Mike van der Valk said:
Thanks for sharing Sven, tagging @Seda here
It's crazy that this does not exist.
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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?
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Blake Ahnell said:
Hey Mike,
I am needing this same daily/weekly email report. Are you able to assist?
Unfortunately this request has not been prioritised over others yet, I'm sorry.
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Anything further on this?
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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 :)
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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
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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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Any update on this?
two years and still not a feature?
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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,
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+1 yes I need this feature. I can’t believe PD can’t offer this
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I would suggest not waiting for an update on this and considering building a data pipeline using Coupler or Coefficient or Conduit. 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.
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