Insights on organizations

Madalina Barbu
Madalina Barbu Posts: 2
edited June 28 in Sales CRM #1

Hello,

So I want to have a report on each organisations/clients of our in Pipedrive with the following information: name, nr of deals started in a custom period of time, won deals, lost deals, sum of all deals (amount won, amount lost,) ticket size. All this in just one report. It is possible in pipedrive? 

Comments

  • Lucas Xavier_3197
    Lucas Xavier_3197 Posts: 30
    edited February 25 #2

    Not that i know, I would export my deals list with most of this information and my organization list to excel, create a table reference for each one and some formulas to calculate what are you looking for.

    The organization list already shows number of deals won/started/lost, though IDK if we can filter by time in Pipedrive.
     

  • Madalina Barbu
    Madalina Barbu Posts: 2
    edited January 2021 #3

    Not that i know, I would export my deals list with most of this information and my organization list to excel, create a table reference for each one and some formulas to calculate what are you looking for.

    The organization list already shows number of deals won/started/lost, though IDK if we can filter by time in Pipedrive.
     

    Thank you! will try this! I hoped that I could get a more complex report. But is a big step using this solution you gave me!

    thank you!

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited February 25 #4

    Hi @Madalina Barbu , @Lucas Xavier !

    I suggest playing around with the filter conditions in Insights until you've refined them to hat you're looking for - you can also use custom fields that you've created.

    Learn all about it:

    I've tagged some additional relevant topics in your post so it can be seen by more members who can help you. Try to always do that when posting, it increases your chances of getting answers. 🚀

    If you still find yourself struggling, please reach out to our Support team and they will help you.

  • Michael Newton_30936
    edited April 2021 #5

    Hi @Madalina Barbu , @Lucas Xavier !

    I suggest playing around with the filter conditions in Insights until you've refined them to hat you're looking for - you can also use custom fields that you've created.

    Learn all about it:

    I've tagged some additional relevant topics in your post so it can be seen by more members who can help you. Try to always do that when posting, it increases your chances of getting answers. 🚀

    If you still find yourself struggling, please reach out to our Support team and they will help you.

    Hi Ines, are there any plans to introduce Insights for Organisations?

    I'd like to report on how many Deals are created for Organisation fields such as Country or Sector.  You can see the list in a Deal list view but can't create an Insights report which is frustrating.

    Thanks!