Report on # of organizations in each stage

Andrew Foote
Andrew Foote Member Posts: 1
edited July 2022 in Ideas and Product Feedback #1

Hi,

My team has been loving the insights feature. We'd love to be able to show on our dashboard:

Y axis: # of organizations  (segmented by organization)
X axis: Stage of deal

The reason for this is we often have multiple deals per organization and our account managers KPIs are around the stage of an organization.

Let me know if anyone has any good idea on how to do this! 

Thank you!

Andrew

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  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,365
    1000 Comments Third Anniversary 100 Likes 5 Answers
    CONSULTANT
    edited November 2020 #2

    If you have multiple deals per organization, it is all the more reason for you to see the number of deals by each stage.

    The inability to report on # organizations per pipeline stage is more of a KPI design issue than a technical feasibility/implementation issue in Pipedrive.

  • Mike van der Valk
    Mike van der Valk Product Manager Posts: 3,241
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited November 2020 #3

    Hi @Andrew Foote thanks for sharing. I'm passing it on to our team. You can also already use the list view to filter for organizations with deals in a specific stage, export them and run a report in excel.

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