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
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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,
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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?
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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
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Please Pipedrive any news on the development?
We work a lot with Universities. Universities are always structured:
- they have faculties,
- they have many departments,
- departments have institutes,
- institutes have laboratories.
We would like to attribute the winning business cases to those who have merit in the business, i.e. lower organizational level. But then, of course, it is necessary to know about the total turnover of the given company - in these cases, the given university.
Even small local czech CRM Raynet supports this by design. It's super useful.
When will you finally add it too?
BTW there are more request from Pipedrive users like this:
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