Reporting sales at Parent level
Hello Community,
I have set up several entities as "Daughter" organisations, and have deals associated to them. I would like to be able to see sales at the Parent level. Does anyone else do this or need this?
Comments
-
Hi Sven, there's no way to set this up inside Pipedrive today.
You have to set up a separate data pipeline, join data, and then visualize it using Google Data Studio or Tableau.
If you have any other questions, please don't hesitate to reach out.
Best,
0 -
Amit Sarda said:
Hi Sven, there's no way to set this up inside Pipedrive today.
You have to set up a separate data pipeline, join data, and then visualize it using Google Data Studio or Tableau.
If you have any other questions, please don't hesitate to reach out.
Best,
Thanks Amit. I'm not that savvy. I'm not sure how to set up a separate data pipeline! Any links to how to do that?
0 -
Amit Sarda said:
Hi Sven, there's no way to set this up inside Pipedrive today.
You have to set up a separate data pipeline, join data, and then visualize it using Google Data Studio or Tableau.
If you have any other questions, please don't hesitate to reach out.
Best,
You can set up the pipeline using Flatly or Coupler. Send the data to Google Sheets, Google Drive, or BigQuery, and then visualize it using GDS or Tableau. I may soon write an article on that. Here's one example of what I have set up before: https://bit.ly/ioradtableau
0
