Comparing data over previous periods of time

lucasmx

Hello,

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

I need it too!! 

lucasmx

PPD Team?

Edwin Anthony aan de Wiel

Pipedrive really needs to step up: all companies work with comparing sales over PY (Previous Year) so this is indeed a well needed feature.

lucasmx

@Inês Batata 

Andrew Tanner

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.

Nanne Tolsma

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. 

Tintintrading

This is basic analysis - really need this - I am actually looking to move out 20 salespeople subscription to Salesforce because of this….

Manuel Oliveira

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 📝

Peter K. Sanner Ubirch

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.

Anna_Gogol

Hey! How about just exporting the historical (monthly/quarterly/yearly) data elsewhere, for example to GSheets or Excel? In this case you will be able to compare different periods and analyze the dynamics. You may use any 3rd party data automation platforms to export the data to any reporting or BI tools for further analysis. For example, Coupler.io can be one of such platforms, since it can export the data to GSheets, Excel, BigQuery and Looker Studio.

lucasmx

https://community.pipedrive.com/discussion/comment/36949#Comment_36949

For everytime i need a simple period comparison chart i would have to export data, format data, and setup a chart? Nice solution you have, but this is not advanced BI or analytics, this is basics sales data, we should have it by default on Pipedrive

Amit Sarda (AmitSarda.xyz)

I would suggest considering Coupler or Flatly to build a data pipeline.

You can read more about building a data pipeline for Pipedrive in this article.

jurrian

Any developments on this thread? I also echo that this functionality is a standard necessity for sales analysis. And i think its a relative easy feature to add. What happend since july 2021 on this matter?

PeterDurovic

Same here with @jurrian, I can't find this feature and plenty of the C-Suite expects these direct comparisons. It would especially be nice if we wanted to compare the success of a particular seasonal sale e.g. Valentine's Day to the previous years, and not be confined to months/quarters.

When is this coming?