Person/lead option in Insights
The insights option is very powerful and useful. It offers 3 entities for reporting and gaining insights. However, there are two entities that is missing in our opinion. It would be very useful to have Persons and Leads added to the list of options to generate a report on. This could provide companies with so much more insights that they can use for future decisions.
Persons - examples for useful reports
1. Report on how many new persons are created
2. Report on how many persons are from a certain country
3. Report on how many of all added persons are connected to a won deal (or lost deal)
4. Report on e.g. which labels are added most to a person
Leads - examples for useful reports
1. A report on the lead/deal conversion
2. A report on the deal source of leads
3. Report on the full cycle: leads > deals > won deals
4. Report on leads/won deals
Please correct me if there already is a possibility in insights for those reports to be generated! I was not able to find out, but would love to have them in our dashboard. It would be a really nice addition to the existing entities 'Deals' 'Activities' 'Revenue Forecast'.
Is this something Pipedrive can implement?
Comments
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Thanks for sharing your ideas. I'm passing on your ideas to our team. In the meantime you could try to run some reports through API or for people create filters and export the data. Not ideal, but you could still get some insights.
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I share this need, especially the one around leads. We just started using the leads module, but can't report about the new leads created in our pipeline, and the conversion rate from MQL to deals and then to won deals. This is crucial!
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Mike van der Valk said:
Thanks for sharing your ideas. I'm passing on your ideas to our team. In the meantime you could try to run some reports through API or for people create filters and export the data. Not ideal, but you could still get some insights.
Bumping this thread
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Double bump because I'm still looking for solutions to this. The lack of insights into people / leads is making it difficult to communicate with our executive team.
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Mike van der Valk said:
Thanks for sharing your ideas. I'm passing on your ideas to our team. In the meantime you could try to run some reports through API or for people create filters and export the data. Not ideal, but you could still get some insights.
Any update on this? Would be a great addition!
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Mike van der Valk said:
Thanks for sharing your ideas. I'm passing on your ideas to our team. In the meantime you could try to run some reports through API or for people create filters and export the data. Not ideal, but you could still get some insights.
I really really really need people insights
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Mike van der Valk said:
Thanks for sharing your ideas. I'm passing on your ideas to our team. In the meantime you could try to run some reports through API or for people create filters and export the data. Not ideal, but you could still get some insights.
Hi All, @Jeff Farrick @Andreas Bergrem and others,
Leads in insights is in the works right as we speak. People is in the plans but work hasn't started. Can't give an ETA on both unfortunately but it's in the plans all
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Mike van der Valk said:
Thanks for sharing your ideas. I'm passing on your ideas to our team. In the meantime you could try to run some reports through API or for people create filters and export the data. Not ideal, but you could still get some insights.
Hello Mike! Any updates on this?
Cant wait 😅 Thanks0 -
Mike van der Valk said:
Thanks for sharing your ideas. I'm passing on your ideas to our team. In the meantime you could try to run some reports through API or for people create filters and export the data. Not ideal, but you could still get some insights.
I see it's still in progress. Hopefully it will still be done in Q1 otherwise early Q2 if nothing crazy happens!
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Any updates on getting People into the insights reports? Would be a great feature to have!
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You can replicate custom fields from one object to another using automation or Make/Integromat. This is not recommended though as it will lead to duplication of data.
Another option is to set up a data pipeline using Coupler: https://www.amitsarda.xyz/post/data-pipeline-setup-pipedrive
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Adding to this....
I was very excited on the announcement of the release of reporting against Contacts. And then sad upon inspection as it seems only half way there. At present there is no reporting against Person or Participants which is surely fundamental.
In our business, on the customer side there are usually two or three contributors to any Deal. This means we lose so much feedback as we can't build insights on Participants.
Please can we have ability to report against Person and Participants with Labels? We still cannot get up close to what our customers are doing and who they are collaborating with.
We would also like to see on insights a Person/Participants correlating with Activities (not just last activity date) and Deals.
The idea would be that be we could see the participant/person on insights and the number of deals per year for example.
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