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.
Thanks for sharing Sven, tagging @Seda here
I am needing this same daily/weekly email report. Are you able to assist?
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.
+1. I'd like to do a daily win report and daily loss report summarizing everything across our organization.
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.
Please build additional functionality to enable automation of reports both for automated emails as well as API calls to specific Report data.
+1 vote from me on this.
One year later?
Any update on this??
Mike van der Valk said:Thanks for sharing Sven, tagging @Seda here
Hi, have you added this functionality yet?
It's crazy that this does not exist.
@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?
Hi @Bianca Hutton
Unfortunately this request has not been prioritised over others yet, I'm sorry.