Help identifying the date a deal entered each individual deal stage.

John Pearson
John Pearson Posts: 3
edited July 2022 in Workflow Automation #1

Hello all. We have been trying to build our own external reporting system. For it to work we require to find out the date each of our deals entered each stage in our sales pipeline. PD have suggested its not possible to extract the data despite the information being stored on each individual deal and also available as a summary graph on the insights feature. The idea of having to manually go through 6000 deals seems a little much haha. Has anyone had to do anything similar and have a solution? Basically we have around 6 deal stages and we need to find the dates that each deal entered those stages so we can calculate the duration between each etc. 

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  • Mike van der Valk
    Mike van der Valk Posts: 4,059
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited February 2022 #2

    Hi @John Pearson 

    The data is indeed available in our databases but there's unfortunately no export functionality build into Pipedrive for this. However. in case you have someone technical on your team they can use our open API to pull this information from Pipedrive and feed it into another source.

  • John Pearson
    John Pearson Posts: 3
    edited February 2021 #3
    Mike van der Valk said:

    Hi @John Pearson 

    The data is indeed available in our databases but there's unfortunately no export functionality build into Pipedrive for this. However. in case you have someone technical on your team they can use our open API to pull this information from Pipedrive and feed it into another source.

    Thanks Mike, I will check this out. 

  • Kenny Cloft
    Kenny Cloft Posts: 1
    First Comment
    #4

    Can you recommend a Pipedrive consultant who can build this data extraction via API for us?

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