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Calculated Fields
Allow for use of a calculated field in a formula for another calculated field. For example, Say I have three manual entry numeric fields that have been calculated into a calculated field called "Total". Now I want to use that total value to multiply by a pricing factor (which would be entered in a separate field) to be…
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Is there a way that PD calculates a commission
Is there a way that PD calculates a commission, let's say of 5% on every won sale??
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Gestão/cálculo de Comissões de Venda
Olá, bom dia! Gostaria de saber se alguém de alguma forma alguém realiza a gestão de comissões no Pipedrive ou alguma Integração... E também sugerir para que fosse incluída uma sessão onde podemos incluir um calculo personalizado para gerar o rastreio/andamento das comissões de acordo com os negócios ganhos. Abs a todos!
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Perform calculations in custom fields
I believe it would be extremely helpful to provide the ability to perform calculations in custom fields. This would be even more useful if you could report on these custom fields. ie...calculate commissions on project value or calculate profit margins etc. Thank you for the consideration!
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Calculate deal value based on other custom fields
Just found this article: https://support.pipedrive.com/en/article/custom-fields-formula-fields yippie! I would love to be able to calculate the deal value based on other custom fields, is this possible too?
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Product/Revenue Tracking
I am wondering if anyone who uses commission percentages to track deal revenues can tell me how they set up their products and track revenues? It seems cumbersome to figure out how to determine revenue on a piece of business. You can only choose (or at least I only know how to choose) Price, Quantity, Tax%. Could we look…
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Sum two customer fields for open deal's
How can I calculate two custom fields in another field? Help me please!!!
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Exporting customer lifetime value
Hi there, I've love to be able to create a filter showing the lifetime value of contacts/organisations. What I'd like to do is show this value (highlighted) in a list view and be able to export to Excel. However, when I try and add it as a column, I can pull 'Won Deals' which is a count of the total deals that are won, but…
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Range - Numerical
Hi, we love the range options for custom fields. It would be wonderful to have a range option for numbers, that way we can speak with clients and discuss ranges for budgets. This would be a valuable update as we currently have to rely on two fields, when a range would satisfy this fully. Please consider this as part of an…
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Calculation fields in Organisations
Does anyone know a way or workaround to perform a simple maths task (like addition) on a set of fields - eg add up all the numbers from a particular custom field. Available in most other CRM's but I have not found a way to do this. eg a way to add up these columns (consisting of numeric custom fields) below
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Create a Calculated Custom Field (i.e Commission custom field)
It would be very beneficial to have a calculated custom field. For example, it would be nice to automate the calculation of commissions. Here are the custom field calculations that I have in mind: [Commission Type] * [Deal Amount] * (Depending on the Commission Type selected, it calculates different percentages)
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DEPENDING FIELDS
Hi folks, any tip to manage "depending" fields? I left some examples which can show what I need, I hope someone can get with the solution, which I couldn't find in the marketplace. in example: field1 (pick list one option) = COUNTRY (list of countries) and field2 (pick list one option) =CITY(list of cities), if I select a…
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Currency converter when product added
Hi Team, for example I have a few products in USD. My default currency is € How to make proces like below when I’m creating deal: * I put Item Item 1 what is in USD. * system is change value in real time from USD to €. * item 1 is put in deal in € It is useful when I’m reseller of global prosucts. I have to show always…
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Custom field that counts # of deals
Is there a way to set-up a custom field that would count up the total # of deals in a particular status (for example, status of a "closed deal") for the date range pulled in a given report. So really I want to see the total number of deals in the particular date range that became closed deals. I would use this for…
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Custom fields with formula
Custom fields with formula
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New field types
Could you please indicate if you are planning to add some more field types like computation/calculation fields? For instance, adding the square meters (m²) (a) and the price per m² (b) results in the calculation field being updated = Rent per month (c). a x b = c
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Common Currency, before full calculation field capabilities
Years have gone by since suggesting calculated fields ... so well this is the ultimate idea for many use cases. Pipedrive maybe able to offer a solution to one of the user cases "Common Currency" before developing full calculation capabilities. My organisation is a listed company with sales regions around the world as such…
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Zwei Fragen zu 1. Kontaktpersonen 2. Disount auf Zwischensummer/ Gesamtpreis
Liebe Community, zwei kleine Fragen. Besteht irgendwie die Möglichkeit, Kontaktpersonen als "inaktiv" zusetzen? Oft dreht sich das Personalkarussell und die Kontaktperson wechselt zu einem anderen Unternehmen. Löschen wäre jetzt nicht so der ideale Weg. --------- Besteht die Möglichkeit, Discounts z.B. X % auf…
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plus & minus for Automations (+/-)
Hi everyone, I would like to have the option to calculate with automations. The basic arithmetic operations plus and minus would be enough. This is especially useful for dates, numbers and monetary fields. So you could create a field with counter that can easily control other automations or you can create activities whose…
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Margin with goals
Hi, We created a deal's field to track margin of a deal. To follow activity of our sales team, we track their margin monthly goal : So we would like to create on Pipedrive a monthly goal of this field. Unfortunately, the goals are possible only with number of deals or values of deals. Is it possible to create a new feature…
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Applying calculations in document template
We are trialing the document template BETA and it is working well for the most part. However, a significant limitation for us is that we couldn’t find a way of including a calculation in google docs and bringing that through to the Pipedrive template. It may not be feasible has anyone found a way to bring through a…
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Reseller Margin
Hi, Many IT companies, and probably also in other areas, sell through resellers. As we register deals and we run the negotiation process usually, unfortunately, we need to provide discounts to close a deal. The discount column is already available in products, and that's ok. But we miss an additional discount column…
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Is there a way how to add deal profitability or margin instead only deal value.
Is there a way how to add deal profitability or margin instead only deal value.