Comparing data over previous periods of time

Lucas Xavier_3197
Lucas Xavier_3197 Posts: 25
10 Comments
edited December 2022 in Ideas and Product Feedback #1

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?

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  • Antoni_3526
    Antoni_3526 Posts: 3
    Second Anniversary Photogenic First Comment
    edited July 2021 #2

    I need it too!! 

  • Lucas Xavier_3197
    Lucas Xavier_3197 Posts: 25
    10 Comments
    edited November 2021 #3

    PPD Team?

  • Edwin Anthony aan de Wiel
    Edwin Anthony aan de Wiel Posts: 2
    Photogenic First Anniversary
    edited 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.

  • Lucas Xavier_3197
    Lucas Xavier_3197 Posts: 25
    10 Comments
    edited December 2021 #5

    @Inês Batata 

  • Andrew Tanner
    Andrew Tanner Posts: 1
    edited 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.

  • Nanne Tolsma
    Nanne Tolsma Posts: 1
    edited 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. 

  • Tintintrading
    Tintintrading Posts: 1
    First Comment
    #8

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

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 711 COMMUNITY MANAGER
    100 Comments Second Anniversary 25 Likes 5 Answers
    #9

    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
    Peter K. Sanner Ubirch Posts: 1
    First Comment
    #10

    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.

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