Has anyone set a customer dashboard in Pipedrive?
I manage several client accounts and we can often have multiple deals in different pipeline stages. Some clients might have over 10 deals with with hundreds of products in each deal.
I want to be able to set up a dashboard by Customer where I can see the following in one view rather than keep scrolling down the page and opening several windows. This is really critical to manage high value clients especially and ensuring that nothing gets missed:
- Recent activities
Any tips or examples would be highly appreciated. I have linked to the kind of thing I'm looking for.
Finding this information in Pipedrive at the moment is very manual and time consuming as you have to flick between different sections and you end up losing track of multiple deals.
Markus Meier_49922 Posts: 25edited May 2022 #2
it takes a bit of a different approach but has org, contacts, activities and will have deals soon: https://www.pipedrive.com/en/marketplace/app/vizrm/4b3640cf8fe2b2a4
Andre Vill Posts: 138edited March 2022 #3
I Agree with Markus on this one, I think there currently isn't really a feature like this in Pipedrive. I guess you could add some of the data in Insights are view some from the "Person" view, but again a specific dashboard like this can't be built as far as I know.
Arthur_70084 Posts: 74edited March 2022 #4
You should look at Airtable, it can help you make things more visible.
Afterward, you can create a chart or some other graphics base on your data entries
If you want, you can book a visio call with me and I will show you an example https://calendly.com/soustellepro/free-30-minute-audit-and-consultation0