Products Insights

Options
Jeferson Umezaki
Jeferson Umezaki Member Posts: 25
First Comment First Anniversary Photogenic
edited June 2022 in Sales CRM #1

Hello,

How can I create a dashboard with Products and filtering One specific country?

Thank you.

Tagged:

Comments

  • Inês Batata
    Inês Batata Posts: 2,069 PIPEDRIVE TEAM
    5 Likes First Anniversary First Answer Name Dropper
    edited February 2022 #2
    Options

    Hi @Jeferson Umezaki !

    Currently Insights only works with deal fields, so a workaround would be to create a custom field in Deals where you add the country.

    Alternatively you can create this filter in the Deal list view and export the results or take a look at the Analytics integrations available in our marketplace, as they allow you to extract data from Pipedrive and create other types of reports. 

    In any case, I've made sure to forward your feedback internally to the team so they can take it into consideration in future developments. This is where we make all product update announcements, make sure to follow them:

    • Follow What's Planned 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.
  • Jeferson Umezaki
    Jeferson Umezaki Member Posts: 25
    First Comment First Anniversary Photogenic
    edited March 2021 #3
    Options
    Inês Batata said:

    Hi @Jeferson Umezaki !

    Currently Insights only works with deal fields, so a workaround would be to create a custom field in Deals where you add the country.

    Alternatively you can create this filter in the Deal list view and export the results or take a look at the Analytics integrations available in our marketplace, as they allow you to extract data from Pipedrive and create other types of reports. 

    In any case, I've made sure to forward your feedback internally to the team so they can take it into consideration in future developments. This is where we make all product update announcements, make sure to follow them:

    • Follow What's Planned 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.

    @Inês Batata thank you!

Categories