Product reporting
Hi all, I was wondering if there are any possibilities to have a more detailed product reporting. I have a lot of deals which contains several products / variations and would love to have the opportunity to breakdown the total deal values into orderlines (quantities, value, number of products). If not available in insights, a raw excel output would work as well. Kind regards!
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Hi @Hugo !
Currently in Insights you can only segment by number of products and product value - see here.
I can tell you that we have plans to implement a lot of improvements in Products in 2021, as we know how important that is for our users - and we also see room for improvement ourselves. We'll be sure to announce those here in the Community when the time comes.
In the meantime, I suggest you take a look at the Analytics integrations available in our marketplace, as they allow you to extract data from Pipedrive and create other types of reports. If you're comfortable using API, that might also be an option.
That being said, I've made sure our team sees your suggestions so they can take them into consideration in future developments. Here’s how to stay on top of what’s coming down the line:
- 🔮 Follow What's Planned to know what we're working on currently and what’s to come.
- 🌟 Follow What’s New and don’t miss any new releases.
- 🧪 Join our Research and Beta Testing channel for the chance to try out early versions and give us your opinion about new and improved features before they go live.
- 🔎 Learn all about any of Pipedrive’s features from our Knowledge Base tutorials in your preferred language and our Academy video courses. Simply search for your topic!
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Inês Batata said:
Hi @Hugo !
Currently in Insights you can only segment by number of products and product value - see here.
I can tell you that we have plans to implement a lot of improvements in Products in 2021, as we know how important that is for our users - and we also see room for improvement ourselves. We'll be sure to announce those here in the Community when the time comes.
In the meantime, I suggest you take a look at the Analytics integrations available in our marketplace, as they allow you to extract data from Pipedrive and create other types of reports. If you're comfortable using API, that might also be an option.
That being said, I've made sure our team sees your suggestions so they can take them into consideration in future developments. Here’s how to stay on top of what’s coming down the line:
- 🔮 Follow What's Planned to know what we're working on currently and what’s to come.
- 🌟 Follow What’s New and don’t miss any new releases.
- 🧪 Join our Research and Beta Testing channel for the chance to try out early versions and give us your opinion about new and improved features before they go live.
- 🔎 Learn all about any of Pipedrive’s features from our Knowledge Base tutorials in your preferred language and our Academy video courses. Simply search for your topic!
Hi @Inês Batata
Any update regarding Product Variations when it comes reporting and the API?
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This is 100% basic functionality that should appear in ANY CRM!
As sales managers/business owners, we all need to know how much of Product A have I sold this month/quarter.
It should be possible to see the $ value of Prodcut A on every deal closed in a period - i.e. if you have deals which contain multiple products, how much (quantity and $) of Product A was sold in that period/by that salesperson/to that account.
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Hi @Ian Downie ,
Unfortunately, Products are not available in Insights for building reports, dashboard or goals. Thanks for the feedback, I will pass it to the product team.
In 2023 we are focusing in improving significantly the Products feature.
Feel free to suggest other improvements you would like in the Products Catalog for us to take in consideration during research phase. Many thanks.
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