Reporting basing on Organization in Insights

Laura Day
Laura Day Member Posts: 7 VERIFIED MEMBER
5 Up Votes

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?

4 votes

· Last Updated -


  • Fabrizio Nicolosi_33821
    Fabrizio Nicolosi_33821 Member Posts: 125 VERIFIED MEMBER
    Photogenic First Anniversary First Comment
    edited April 2021 #2

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

  • Daniel Steyn_20524
    Daniel Steyn_20524 Member Posts: 13 VERIFIED MEMBER
    First Comment
    edited July 2021 #3

    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
    Christianna Miles Member Posts: 1 VERIFIED MEMBER
    edited March 2022 #4

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



  • pierre.nicoli
    pierre.nicoli Member Posts: 2 VERIFIED MEMBER
    First Comment

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

  • DenisL
    DenisL Member Posts: 1 VERIFIED MEMBER
    First Comment


    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
    S-Ops Member Posts: 1 VERIFIED MEMBER
    First Comment

    +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