Products Insights

Jeferson Umezaki
Jeferson Umezaki Posts: 24
Second Anniversary Photogenic
edited June 4 in Sales CRM #1

Hello,

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

Thank you.

Comments

  • Inês Batata
    Inês Batata Admin Posts: 3,153 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited February 25 #2

    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 Posts: 24
    Second Anniversary Photogenic
    edited March 2021 #3

    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!