Products in reports

Frits Strating_2277
Frits Strating_2277 Posts: 10
First Comment
edited July 2022 in Sales CRM #1

It would be nice to see the products in deals in reports and insight

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  • Mike van der Valk
    Mike van der Valk Posts: 4,052
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    PRODUCT MANAGER
    edited April 2022 #2

    Hi @Frits Strating 

    Great to have you on board in our community! Can you clarify what you mean?
    There are reports on products or are you looking for a specific report?
     

    image
  • Frits Strating_2277
    Frits Strating_2277 Posts: 10
    First Comment
    edited February 2022 #3

    Hello Mike, thanks for your response. This report is nice for a sales manager to follow the sales. But we mis a report or listview to have an insight which products are involved in which deals and with deals are connected to which product. There is a list at product level but not all products involved in the deals. Please also arrange workflow with products and deals. Thanks

     

  • Mike van der Valk
    Mike van der Valk Posts: 4,052
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    PRODUCT MANAGER
    edited April 2020 #4
    Frits Strating said:

    Hello Mike, thanks for your response. This report is nice for a sales manager to follow the sales. But we mis a report or listview to have an insight which products are involved in which deals and with deals are connected to which product. There is a list at product level but not all products involved in the deals. Please also arrange workflow with products and deals. Thanks

     

    @Frits Strating so you'd like to be able to see per product what deals it is linked to, and the other way around see in the deal list view what products are linked to the individual deals?

    Will pass on your suggestion on products in workflow ;) 

  • Mike van der Valk
    Mike van der Valk Posts: 4,052
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    PRODUCT MANAGER
    edited February 2022 #5

    @Frits Strating great news, the team is currently working on adding products to the workflow automation feature.

  • Scott Ochander
    Scott Ochander Posts: 16
    edited February 2022 #6

    I agree with this.....you can list things by products, but you cannot run any reports or insights of this. We were able to work around this using a custom field. If you are going to have the Product feature, you need to be able to see information on the products in the insights reports. 

  • Mike van der Valk
    Mike van der Valk Posts: 4,052
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    PRODUCT MANAGER
    edited May 2021 #7
    Scott Ochander said:

    I agree with this.....you can list things by products, but you cannot run any reports or insights of this. We were able to work around this using a custom field. If you are going to have the Product feature, you need to be able to see information on the products in the insights reports. 

    Thanks @Scott Ochander happy to pass on your feedback to the team. What kind of insights would you want to see in the reports so that I can clarify this to our team?

  • Frits Strating_2277
    Frits Strating_2277 Posts: 10
    First Comment
    edited February 2022 #8

    hello,

    insight and report only show win/los. We like to see what products are in which deals and what products are in every deal

    thsnks

  • Mike van der Valk
    Mike van der Valk Posts: 4,052
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    PRODUCT MANAGER
    edited June 2020 #9
    Frits Strating said:

    hello,

    insight and report only show win/los. We like to see what products are in which deals and what products are in every deal

    thsnks

    Hi @Frits Strating , it's possible to also report on open deals when you edit/create reports on insights: https://sharing.pipedrive.com/1m19WQ

  • Nitsan Perlman
    Nitsan Perlman Posts: 1
    edited May 2021 #10
    Mike van der Valk said:

    @Frits Strating great news, the team is currently working on adding products to the workflow automation feature.

    Hi, Any update on that?

    Waiting for possibility to add the products to the reports

    Thanks

     

  • Mike van der Valk
    Mike van der Valk Posts: 4,052
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    PRODUCT MANAGER
    edited July 2020 #11
    Mike van der Valk said:

    @Frits Strating great news, the team is currently working on adding products to the workflow automation feature.

    Hi @Nitsan Perlman our plan is to release it this summer, hopefully nothing crazy happens. Please keep an eye on this topic to be aware of updates in the tool: https://community.pipedrive.com/feed/whats-new

  • Georgia Harmon
    Georgia Harmon Posts: 17
    edited February 2022 #12

    We need to be able to run a filter in the Deal List view, see a range of deals based on your fillter and see the products, colours (or other product information) and Quantiy of each colour for each deal. Otherwise our Sales Team have no report this to management or to use this information to manage stock and forecast Product requirement for upcoming sales. Seeing this with the Deal custom fields is important as it shows sales stages as well as dates of requirement etc.

  • Mike van der Valk
    Mike van der Valk Posts: 4,052
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    PRODUCT MANAGER
    edited August 2020 #13
    Georgia Harmon said:

    We need to be able to run a filter in the Deal List view, see a range of deals based on your fillter and see the products, colours (or other product information) and Quantiy of each colour for each deal. Otherwise our Sales Team have no report this to management or to use this information to manage stock and forecast Product requirement for upcoming sales. Seeing this with the Deal custom fields is important as it shows sales stages as well as dates of requirement etc.

    Hi @Georgia thanks for chiming in. It's still in our plans to improve how we report on products on the insights reporting feature. The team is working hard on that as well as delivering other improvements there over the coming weeks/months.

    Thanks for your comments, I'll make sure the team takes a look at them :) 

  • Georgia Harmon
    Georgia Harmon Posts: 17
    edited July 2020 #14
    Georgia Harmon said:

    We need to be able to run a filter in the Deal List view, see a range of deals based on your fillter and see the products, colours (or other product information) and Quantiy of each colour for each deal. Otherwise our Sales Team have no report this to management or to use this information to manage stock and forecast Product requirement for upcoming sales. Seeing this with the Deal custom fields is important as it shows sales stages as well as dates of requirement etc.

    Hi @Mike van der Valk  do you know  if the insights reporting will be exportable or have more information available. It seems very limited at the moment, and more of an oversight, than showing in depth information such as what products are in Deals along with other custom fields from Deals that would make reporting very useful. Thanks!

  • Mike van der Valk
    Mike van der Valk Posts: 4,052
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    PRODUCT MANAGER
    edited July 2020 #15
    Georgia Harmon said:

    We need to be able to run a filter in the Deal List view, see a range of deals based on your fillter and see the products, colours (or other product information) and Quantiy of each colour for each deal. Otherwise our Sales Team have no report this to management or to use this information to manage stock and forecast Product requirement for upcoming sales. Seeing this with the Deal custom fields is important as it shows sales stages as well as dates of requirement etc.

    Hi @Georgia as with anything in software, it's a constant development process. Our team has plans to make the insights exportable, more fields available and add product reporting. This won't be done next week but will be a continues process. Good to know however, is that we're on it and keen to add more value for you and your team with every update we're doing.

  • Haley Peloquin
    Haley Peloquin Posts: 11
    First Comment
    edited October 2021 #16
    Georgia Harmon said:

    We need to be able to run a filter in the Deal List view, see a range of deals based on your fillter and see the products, colours (or other product information) and Quantiy of each colour for each deal. Otherwise our Sales Team have no report this to management or to use this information to manage stock and forecast Product requirement for upcoming sales. Seeing this with the Deal custom fields is important as it shows sales stages as well as dates of requirement etc.

    Totally would benefit from this too! That way we can measure which products are sold when - when creating an insight chart by month! So X-axis would be products and Y-axis would be month (or vice-versa) Would love to see this innovation! Thanks for working hard 

  • Inês Batata
    Inês Batata Admin Posts: 2,917
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    COMMUNITY MANAGER
    edited February 2022 #17

    @Frits Strating @Nitsan Perlman @Scott Ochander @Georgia @Haley Peloquin 

    Good news: Product Reports are now live, learn all about it here! 🎉

  • Haley Peloquin
    Haley Peloquin Posts: 11
    First Comment
    edited October 2020 #18
    Inês Batata said:

    @Frits Strating @Nitsan Perlman @Scott Ochander @Georgia @Haley Peloquin 

    Good news: Product Reports are now live, learn all about it here! 🎉

    Amazing!! This is great! Thank you PD

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