Insights 🔍

Mereana Sheehan_40

09/01/2020

What is "Insights"?

Insights are the new (and the only in the future) reporting feature in Pipedrive which combines Dashboards and Reports into one. Later, the Goals feature will also be moved under the Insights.

Why?

Reporting is an essential part of the growth for sales managers and also for sales reps. It's necessary to know if you are on track and what you need to improve in order to hit your number. Current (old) reporting is limited which blocks sales reps and managers from having a complete overview of their progress in Pipedrive. As a result, Pipedrive users create manual reports/use other tools, skip metrics tracking or even churn from Pipedrive.

Read more here

 

Joseph Meysselle

Hello ! When will the Activity Report in the Insights section be available ? What does "coming soon" mean ? Many thanks in advance ! 

Joseph.

Seda

Joseph Meysselle said:

Hello ! When will the Activity Report in the Insights section be available ? What does "coming soon" mean ? Many thanks in advance ! 

Joseph.

Hi @Joseph Meysselle ! Yes of course We are currently on it, which means that Activity reporting types will appear to Insights soon - hopefully in few weeks. 

Sacha Matulovich

Hi Pipedrive team,

 

Insights looks great and we have real use-cases for it. However there are a few bugs that is holding us back.

We just want to encourage Pipedrive to continue developing this module and launch it properly - then we will upgrade our account.

Problems:

• Data is not live - seems to take days for data to update
• Editing dashboards doesn't take effect - sometimes refreshing the browser helps
• Renaming dashboards also doesn't resolve immediately

Would be happy to help with more feedback if this is the correct forum?

All the best

Sacha (Passionate Pipedrive user in all my companies for over 6 years)

Mike van der Valk

Sacha Matulovich said:

Hi Pipedrive team,

 

Insights looks great and we have real use-cases for it. However there are a few bugs that is holding us back.

We just want to encourage Pipedrive to continue developing this module and launch it properly - then we will upgrade our account.

Problems:

• Data is not live - seems to take days for data to update
• Editing dashboards doesn't take effect - sometimes refreshing the browser helps
• Renaming dashboards also doesn't resolve immediately

Would be happy to help with more feedback if this is the correct forum?

All the best

Sacha (Passionate Pipedrive user in all my companies for over 6 years)

Thanks for sharing @Sacha Matulovich it seems like there's indeed something fishy going on, I'll pass it on to the team so they can take a look first thing in the morning on Monday, I'll keep you posted.

In case you're in a rush, our support team is available via the in-app chat or support@pipedrive.com throughout the whole weekend as well.

Seda

Thank you @Sacha Matulovich for provided feedback! Would you agree to have a short call with me to share your feedback on Insights?

Inês Batata

Update: Exporting Reports from Insights is live for all plans! 

 

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