Adding deal detail fields to Insights report table column options

Kameron Baumgardner
Kameron Baumgardner Posts: 2
edited July 2022 in Ideas and Product Feedback #1

We're really loving the ability to publish the insights dashboard to our broader team who may not have PipeDrive access, but they've given some feedback that the tables showing deals don't have any description of the work. We've added a custom 'Description' deal detail field, so could we add custom detail fields to the insights report column options?

Tagged:
0
Up
0 votes

· Last Updated -

Comments

  • Mike van der Valk
    Mike van der Valk Posts: 4,052 PRODUCT MANAGER
    2500 Comments 100 Likes Third Anniversary 5 Answers
    edited April 2022 #2

    Thanks for sharing @Kameron Baumgardner I'd like to pass on your suggestion to the team. But... could you please share a screenshot of where you thought this should come or how you had it in mind?

  • Kameron Baumgardner
    Kameron Baumgardner Posts: 2
    edited April 2022 #3

    Thanks @Mike van der Valk,

    So in the first image here, we've added a few custom fields to our deals. However in the insights report in the second screen, we can't add those fields to our tables as a column. So seeing these custom fields as an option in this 'choose columns' component and then seeing the data in tables would be the desired functionality.

    image
    image

     

  • Seda
    Seda Posts: 115
    100 Comments Pipedrive Team
    edited April 2022 #4

    Hi @Kameron Baumgardner ! Thank you for provided feedback!

    Unfortunately text custom field type are not yet supported in Insights. But no worries, we are planning to add those  to the table options :)

  • Christian
    Christian Posts: 1
    First Comment
    #5

    Has the new feature of adding a custom field to Insights be released yet?

Categories