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?
Yes but i think that are working on that! Don't give up!
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.
Hi, has there been any updates on this effort? This is something that would add a lot of value.
Any updates on this, this is quite important in terms of team management and Account Managing?
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
+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