Insights: Not get the data I need

Keith Gereghty
Keith Gereghty Posts: 53
10 Comments First Anniversary
edited May 30 in Sales CRM #1

How to get a percentage number in Insights? Such as:  All deals / custom field of “Appointment Attended: Yes. This will give me my appointment rate Trying to get my KPI’s for my business. I have not gotten much of the actual data out of Pipedrive yet. Seems like a 3rd party app might be bale to handle the job but right note they are pricey. Is anyone else getting their perhaps unusual  KPI’s out of Insights?

Comments

  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited October 2021 #2

    Your not able to calculate directly in PD

    Check out databox.com -- they have a nice integration and not extremely expensive