How can I report revenue by country?

Alex Napier Holland
edited July 25 in Sales CRM #1

Hey, how can I track/report on my revenue as a % per country?

It's a pretty basic request, but I'm stumped.

Custom Fields is the only solution that comes to mind.

But it seems silly that I'd have to upgrade my plan to run such a basic report.

Is there another way?

Thanks

Comments

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited February 25 #2

    If you're not willing to upgrade, create filters for each country and look at the totals.

    You can always download the data and summarize it in spreadsheets.

  • Alex Napier Holland
    edited May 2021 #3

    If you're not willing to upgrade, create filters for each country and look at the totals.

    You can always download the data and summarize it in spreadsheets.

    Unfortunately, this doesn't seem to help - as there isn't a 'country' field in the first place.

    The 'Professional' plan is clearly designed for teams, twice the price of 'Advanced' - and none of the features are relevant to me... except custom fields.

    It's frustrating that:

    1. One feature that I need as a solo operator is reserved for a teams-focused tier.
    2. 'Country' isn't a standard field.

    Being able to report revenue via country is the most basic reporting feature that I can imagine - it should be included on the most basic tiers, let alone the 'Advanced' tier that I have.

  • Harri Vartiainen
    Harri Vartiainen Posts: 2
    edited May 2021 #4

    If you're not willing to upgrade, create filters for each country and look at the totals.

    You can always download the data and summarize it in spreadsheets.

    There is country.  In filter edit dialog pick "Address (details)", and then you can select Country and filter based on that.

     

  • Alex Napier Holland
    edited May 2021 #5

    If you're not willing to upgrade, create filters for each country and look at the totals.

    You can always download the data and summarize it in spreadsheets.

    Thanks! So sure, I can now manually extract data and split by country in Excel.

    However, none of Pipedrive's reports allow me to split by country.

    And it looks like upgrading to Professional wouldn't enable this feature?

    That's pretty frustrating - fresh, monthly revenue-per-country reports would be great.

  • Ricardo Rico
    Ricardo Rico Posts: 2
    edited March 28 #6

    If you're not willing to upgrade, create filters for each country and look at the totals.

    You can always download the data and summarize it in spreadsheets.

    I have the professional plan and I can confirm you that there's not standard report allowing you to split deals by country.

    It seems country is an atribute of the organization but not an atribute of the deal itself (frustrating).

    I'm sure you can add a custom field called country on the deal form but not happy to fill it every time, specially when that field already exists.