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

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').
Comments
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You can't do it.
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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 🙏😁0 -
Camille Gindre said:
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.
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Camille Gindre said:
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.
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Same here :-(
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