Is there a way to compare the pipeline week over week?
Asking for Advice: I want to be able to see how my pipeline changes, week over week, especially by team. Is that possible, without doing screen shots and saving them away from the app? Is there a report structure that will enable me to track progress over time? @Analytics & Reporting
Answers
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Unfortunately, that is the only option available for now.
But you can automate this with a tool like bardeen.ai. I tried doing it myself a few months ago, but the page wouldn't load before the screenshot was captured. Maybe@Renat Gabitov can help you with this.
Another solution that has worked for me is setting up a data pipeline using Coupler and visualizing the data using Tableau or Google Data Studio. With GDS, you can set up reports delivery for free AFAIR. With Tableau, to set up email subscriptions of the reports at a fixed interval, you would need a Tableau desktop license.
Here are a couple of articles I wrote about this:
- https://www.amitsarda.xyz/post/data-pipeline-setup-pipedrive
- https://www.amitsarda.xyz/post/analyze-call-outcomes-in-pipedrive
If you have any other questions or need further help, please don't hesitate to reach out.
Best,
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Feels like this should be possible at some level with just Pipedrive insights. Staying tuned here and working on it this week.
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