Improvements to insight date ranges

Paul Minors
Paul Minors Posts: 81
Third Anniversary 10 Comments Founding Member Photogenic
edited June 2022 in Ideas and Product Feedback #1

A few suggestions I've received from clients who use Pipedrive:

  1. It would be nice if in the dates you could show a rolling 12 months. Rather than 'This year' or 'Last year' to show the last 12 months.
  2. It would also be nice to be able to do year over year or month over month comparisons e.g. what were deals won in June 2020 compared to June 2019.
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  • Inês Batata
    Inês Batata Admin Posts: 2,913
    2500 Comments Third Anniversary 5 Likes First Answer
    COMMUNITY MANAGER
    edited February 2022 #2

    Hi @Paul Minors ! 

    Having a rolling period of time is a suggestion we get from several users indeed. Although we don't have that yet, we've recently released the option to choose a custom period. It's not quite the same thing but it offers more freedom of choice, see here.

    I will make sure our team sees both these suggestions, including the analog period comparison, so they can take it in consideration when making new developments. We appreciate your input.

    Here’s how to get notified about what’s coming down the line:

    • 🔮 Follow What's Planned to to know what we're currently working on and what’s to come.
    • 🌟 Follow What’s New and don’t miss any new release announcements.
    • 🧪 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.
  • Kelly Borskjaer
    Kelly Borskjaer Posts: 12
    First Comment
    edited March 2021 #3
    Inês Batata said:

    Hi @Paul Minors ! 

    Having a rolling period of time is a suggestion we get from several users indeed. Although we don't have that yet, we've recently released the option to choose a custom period. It's not quite the same thing but it offers more freedom of choice, see here.

    I will make sure our team sees both these suggestions, including the analog period comparison, so they can take it in consideration when making new developments. We appreciate your input.

    Here’s how to get notified about what’s coming down the line:

    • 🔮 Follow What's Planned to to know what we're currently working on and what’s to come.
    • 🌟 Follow What’s New and don’t miss any new release announcements.
    • 🧪 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.

    Thanks Ines - this is something that our parent company is asking to see. At the moment I have to go into each report and reset the dates each month which is very frustrating.

    Any update on when this might occure?

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