Need help ;-) How can i get reports over my consummers. For example i would like to know the volume

Florent_36660
Florent_36660 Posts: 2
edited May 29 in Business Talk #1

 

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  • Fabrizio Nicolosi_33821
    edited May 2021 #2

    You can do it in list view of deals and activate columns “Value” and “Organization” linked to deals.

    Then export in excel and do the sum.

    Otherway is creating a specific feature using api. Let me know if you need help.

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited February 25 #3

    You can add a custom field of Single Option type and update the field to reflect the customer's profession. Then under insights, you can create charts to show breakup of sales by profession.

    As @Fabrizio Nicolosi - downloading the data and analyzing it in Excel or a BI tool like Tableau is also a great way to analyse this.

  • Fabrizio Nicolosi_33821
    edited May 2021 #4

    You can add a custom field of Single Option type and update the field to reflect the customer's profession. Then under insights, you can create charts to show breakup of sales by profession.

    As @Fabrizio Nicolosi - downloading the data and analyzing it in Excel or a BI tool like Tableau is also a great way to analyse this.

    Great suggest@Amit Sarda