Is there a way to segment insight reports by organisation fields?

Fergus Glass
Fergus Glass Posts: 2
edited July 28 in Business Talk #1

Does anyone know of a way to get round the below issue:

When I try to segment a deal performance insight report, it only allows me segment by deal fields (such as 'lost reason'), but not by organisation fields (such as 'organisation sector'). 

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Comments

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited October 2021 #2

    You can't do it.

  • Camille Gindre
    Camille Gindre Posts: 5
    edited February 25 #3

    Hey Fergus, 
    I have exactly the same need as yours - and just learnt from the Pipedrive support that it wasn't possible yet. 
    Here is our use case: when we close a deal, we mark the size of the new client org in the org page (based on the Linkedin fields: 0-1 employees, 2-10, 11-50 etc).
    => now I would like to get a pie chart showing how represented each org size is in the deals we closed over the past year. 
    => + I would like to make a pie chart for this new year, which would automatically update - so it is always fresh in our monthly dashboard. 

    => I would like to do this also with Person fields (job titles in particular, to better know our ICP)


    @Jalila Kabrane @Julia Kraus 
    Maybe the Pipedrive product team will hear us 🙏😁

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited January 10 #4

    Hey Fergus, 
    I have exactly the same need as yours - and just learnt from the Pipedrive support that it wasn't possible yet. 
    Here is our use case: when we close a deal, we mark the size of the new client org in the org page (based on the Linkedin fields: 0-1 employees, 2-10, 11-50 etc).
    => now I would like to get a pie chart showing how represented each org size is in the deals we closed over the past year. 
    => + I would like to make a pie chart for this new year, which would automatically update - so it is always fresh in our monthly dashboard. 

    => I would like to do this also with Person fields (job titles in particular, to better know our ICP)


    @Jalila Kabrane @Julia Kraus 
    Maybe the Pipedrive product team will hear us 🙏😁

    You should explore setting up a data pipeline with tools like Coupler or Flatly and then visualize what you need using Tableau or Google Data Studio.

  • Camille Gindre
    Camille Gindre Posts: 5
    edited January 10 #5

    Hey Fergus, 
    I have exactly the same need as yours - and just learnt from the Pipedrive support that it wasn't possible yet. 
    Here is our use case: when we close a deal, we mark the size of the new client org in the org page (based on the Linkedin fields: 0-1 employees, 2-10, 11-50 etc).
    => now I would like to get a pie chart showing how represented each org size is in the deals we closed over the past year. 
    => + I would like to make a pie chart for this new year, which would automatically update - so it is always fresh in our monthly dashboard. 

    => I would like to do this also with Person fields (job titles in particular, to better know our ICP)


    @Jalila Kabrane @Julia Kraus 
    Maybe the Pipedrive product team will hear us 🙏😁

    Thanks for your reply Amit, yes indeed! Actually so far I do exports and manage the data in excel. 

  • Michael Sittek
    Michael Sittek Posts: 1
    edited January 27 #6

    Same here :-(