Reporting basing on Organization in Insights

Laura Day

I am looking to create a goal based on customers onboarded but you don't seem to be able to report based on Organization in Insights.  Does anyone else have this problems?

Fabrizio Nicolosi_33821

Yes but i think that are working on that! Don't give up!

Daniel Steyn_20524

Laura, you are not the only one waiting for this. You can also not use organization custom fields in your filters in Insight. I hope to see that being added soon.

Christianna Miles

Hi, has there been any updates on this effort? This is something that would add a lot of value.

 

thanks! 

pierre.nicoli

Any updates on this, this is quite important in terms of team management and Account Managing?

DenisL

+1

similar issue here

used to do that in salesforce and zoho

It's a basic need to be able to see how many organizations are registered in our crm (per category or country for instance)

and a business issue that I don't have it in pipedrive

S-Ops

+1 from my side

Reporting on organization level should be a basic feature.

Alternatively and as a quicker temporary fix the "contacts--> organisations" view could have more columns to choose from like (example) monetary values. This would allow exporting organisation-level data with deal values