Suggestions + Leads reporting feature

Avinash
Avinash Member Posts: 4 VERIFIED MEMBER
Second Anniversary Photogenic
edited May 2022 in Ideas and Product Feedback #1

I would like to see the leads reporting (Insights) feature. Currently, I can use reporting only on Deals which is around 30% of my prospects. Therefore couldn't track my efforts for 70% of the pipeline.

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  • Organic Colour Systems Admin
    Organic Colour Systems Admin Member Posts: 5 VERIFIED MEMBER
    First Comment Photogenic First Anniversary
    edited February 2022 #2

    We have only just started using the Leads Dashboard and I'm astounded that there is no way to add Lead Reports to Insights!

    It would be really beneficial to know how many Leads are converted to Deals, how many leads we get from different labels etc.

  • Chris Richardson-Smith
    Chris Richardson-Smith Member Posts: 5 VERIFIED MEMBER
    First Comment
    edited February 2022 #3

    Completely agree - I hope Admin are watching this - it is currently a huge flaw in the system. I'm looking to do a review of our CRM in the context of others, and while Pipedrive's deals function is great for us, the lack of lead insights is a massive hindrance.

    Just had a demo of Ruler analytics, but not sure why I should have to pay twice for the system which already has all the data in it (Pipedrive!!)

  • Margarida F
    Margarida F Pipedrive Team Posts: 26 PIPEDRIVE TEAM
    Third Anniversary 10 Comments First Answer Name Dropper
    #4

    Hello :)

    We already have Lead reports in Insights! Currently, it's possible to create 2 types of Lead report:

    Lead Performance: provides an overview of how many Pipedrive leads you’ve created, archived or converted to deals.

    Lead Conversion: helps you track the percentage of leads you convert to deals.

    You can also use fields like Lead status or Label to segment the report according to the results you need to check, for example:

    image.png

    I hope this is helpful, feel free to contact us if there are any doubts!

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