Insights and reporting for Projects

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  • MC
    MC Member Posts: 96 VERIFIED MEMBER
    25 Up Votes 25 Likes 10 Comments First Anniversary
    edited February 25 #32

    Currently there is no ability to generate reports (in the Insights screen) regarding Projects.

    When is this planned for release? Seems to be an omission, as Pipedrive is charging extra for the Projects module, and reporting on projects and workflow is essential in any business.

    These are the only reports available currently:

    image.png
  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,382 COMMUNITY MANAGER
    1000 Comments Fourth Anniversary 250 Likes 25 Answers
    edited February 25 #33

    Hi @MC this is also a feature request. As of this comment, there is no estimated date for this, but I have made sure it reaches our product team.

  • BHiatt
    BHiatt Member Posts: 5 VERIFIED MEMBER
    5 Likes Photogenic First Comment
    edited February 25 #34

    This feature request will also apply to those software companies using Pipedrive who sell software on a SaaS basis.

  • Paris Patrick_49141
    Paris Patrick_49141 Member Posts: 8 VERIFIED MEMBER
    Third Anniversary 5 Likes Photogenic First Comment
    edited February 25 #35

    This is one of the biggest reasons we don't use the projects module

  • MC
    MC Member Posts: 96 VERIFIED MEMBER
    25 Up Votes 25 Likes 10 Comments First Anniversary
    edited February 25 #36

    Thanks @Manuel Oliveira. Please also pass on this request, "Please improve existing modules and features before adding new ones." Thanks!

  • Seethrucowboy
    Seethrucowboy Member Posts: 1 NEW MEMBER
    First Comment
    edited February 25 #37

    Super frustrating to spend hours creating a project template and then come to find out you should have used a pipeline because you can't track insights. Projects should be free until they have the necessary functions to run a business.

  • hbpasley
    hbpasley Member Posts: 5 VERIFIED MEMBER
    First Anniversary Photogenic First Comment
    edited February 25 #38

    100% @Seethrucowboy, I have waited a year for this fundamental feature, and it’s not even on the roadmap. I think they tacked on projects and no one on the development team cares at

  • Olatz
    Olatz Member Posts: 1 NEW MEMBER
    First Comment
    edited February 25 #39

    Please the insights for Projects is absolutely necessary. Otherwise it loses all its purpose. Can you give an estimated date?

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