Reports - Segment by organisation owner - Easier overview for KAMs.

Anika Paust
Anika Paust Member Posts: 1

Our team includes KAMs who 'own' organisations in Pipedrive, while our inside sales team 'own' the deals. 

Ideally, we would like to be able to see insights on Deals segmented by owner of the organisation, so that the KAM team can easily report on and follow new deals made for their customers.

Meanwhile, the inside sales team can also report on the deals they have own. 

This type of reporting would make showing our sales in both teams easier, and enable better flow between the teams.


I am aware that there may be a possibility to do this by making use of custom fields, but given that this information already exists in the standard fields, it would be excellent if we could pull this information in insights without needing to use this workaround.


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