Reporting missing all our features - the reason we bought pipedrive in thte first place.
I am a bit frustrated here and as a long time user of PD, I would like a call with a product manager of Pipedrive if possible.
The existing Reporting Dashboard has now been removed entirely, and 'insights' is in its place.
In my previous thread we were promised by several product managers that all the features of the dashboard would be in the insights tool easy to use, however they are not.
Now i contact support about this, I get told that "Sorry dashboard is now depreciated and cannot be accessed", and "We will send that as a feature request, but we cannot guarantee anything".
This is akin to a sales bait and switch where i buy a product for a particular feature, and now it gets switched to something else and I lose some of the features and ease of use I had originally purchased the software for.
It is no longer possible for me to easily work with the reports dashboard like I could before, costing me time in being able to easily review my figures each month... and costing our team who now have to be trained on how to compare figures and reports and see waht they need.
One of the most basic features missing, is that the single number reports (like sales this month) used to be clickable to see that info, but now i cant do that. I have to add dozens of tables to my report to achieve that which is messy and ridiculous.
It used to show comparative up or down trends simply and easily on those numbers... it now does not... meaning I have to add all these extra figures to my report and explain to staff how to cross Compare figures to see what's going on. Switching date messes this up and comparing month on month becomes a nightmare
You have taken a report that was simple, and fairly well designed, and implemented something that is flexible but not easy to visualise and impracticable for comparing simple periods of data.
I would like this fixed please.
On a side note (punny)
The side menu, seems like a completely pointless shift, on a widescreen (which is most screens, one must travel all the way across the screen thought whitespace to get to menu items we need to access to constantly... a seemingly pointless menu change for us to get used to, which increases the mouse movement required to do tasks. From a usability perspective... i feel its much worse.
Please note: I like where you are going with insights, but I was promised that I would be able to offer the same quality of report as the old dashboard, i cannot, i can only create a big ugly display of data that does not seem refined and easily comparable to previous periods like the old reporting setup.