Comparing data over previous periods of time
While I used to enjoy more the previous report system, I'm adapting to the insights system.
But the missing compare to previous period feature is killing me. For me it's a basic sales analysis.
I would like to be able to add another axis to my charts to compare to previous periods (last 6 months or same period last year) so I can track my teams performance evolution.
I don't think that creating another chart or constantly changing the period of a chart is a professional and efficient way to do this.
Does the dev team have this in mind?
Antoni_3526 Posts: 3edited July 2021 #2
I need it too!!0
edited November 2021 #3
Edwin Anthony aan de Wiel Posts: 2edited November 2021 #4
Pipedrive really needs to step up: all companies work with comparing sales over PY (Previous Year) so this is indeed a well needed feature.0
edited December 2021 #5
Andrew Tanner Posts: 1edited April 2022 #6
Yes this is most essential to show my boss how our sales team is improving... Please help! We need the ability to track data and show changes weekly, monthly, and yearly.0
Nanne Tolsma Posts: 1edited April 2022 #7
Also having this issue, unfortunately can't use the Pipedrive dashboard directly, and have to do my own (offline) analysis. Any help or tricks to circumvent this double work would be appreciated.0
Tintintrading Posts: 1
This is basic analysis - really need this - I am actually looking to move out 20 salespeople subscription to Salesforce because of this….0
Manuel Oliveira Admin Posts: 711 COMMUNITY MANAGER
Hi there @Lucas Xavier_3197, I am converting this discussion into feedback so that our dev team can look into this possibility, and look into delivering a solution 📝1
Peter K. Sanner Ubirch Posts: 1
Absolutely agree - PD can be very powerfull, but these kind of features are making us strangling it, exporting it to excel and then pivot the hell out of it ... Please improve on this to get us head of sales into a productive working mode.0