Insights 🔍

Mereana Sheehan_40
Mereana Sheehan_40 Posts: 32
edited July 24 in What's New #1

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

 

Comments

  • Joseph Meysselle
    Joseph Meysselle Posts: 1
    edited February 24 #2

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

    Joseph.

  • Seda
    Seda Ex-Pipedrivers Posts: 126
    Pipedrive Employee
    edited April 2020 #3

    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
    Sacha Matulovich Posts: 1
    edited February 24 #4

    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
    Mike van der Valk Posts: 4,381 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited April 2020 #5

    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 [email protected] throughout the whole weekend as well.

  • Seda
    Seda Ex-Pipedrivers Posts: 126
    Pipedrive Employee
    edited April 29 #6

    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
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited November 2020 #7

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

     

    🌟 Follow What’s New and don’t miss any new releases.

    🔮 Follow What's Planned to know what we're working on currently and what’s to come.

    🧪 Join our Research and Beta Testing channel for the chance to try out early versions of new and improved features.