Reporting sales at Parent level

Sven_77422
Sven_77422 Posts: 2

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?

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  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited April 11 #2

    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,

    Amit Sarda (Website) | WhatsApp | Community

  • Sven_77422
    Sven_77422 Posts: 2
    edited April 11 #3

    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,

    Amit Sarda (Website) | WhatsApp | Community

    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?

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited April 11 #4

    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,

    Amit Sarda (Website) | WhatsApp | Community

    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