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Duplicate Insights
Is there an easy way to duplicate insights on the same dashboard? For example I want 4 separate insights on deal performance, showing deals added into our pipeline, one for last week, another for last month, another for the quarter and one for the whole financial year. At the moment I have to manually create each insight…
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Lead Dashboard Insights : Custom data from Organization & Contact
Hi, In the Report and Dasboard Insights section, how to pull up custom data from Person or Organization (example : turnover of the organization, size of the organization) and use these custom data as one filter in the Report ? Many thanks for your help Guil
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Insights - Dashboards add deal values as if they were all in the default currency
Looking at the Insights dashboard for 'Deals won over time', the deal values are added as if they were all in our default currency (GBP). But we record deal values in whichever currency we invoice that client, which may be USD, EUR, AUD, NZD, SEK etc. For example that grey block in the Oct 2022 column below, which appears…
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Revenue Forecast for Both One-off and Subscription Products in One Report
Revenue Forecast for Both One-off and Subscription Products in One Report For companies that sell both one-off products and monthly subscription products, it is very important to see probability weighted revenue forecast for both products in one report. Is there any new feature or trick to support this demand??
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Dashboard edit permission
In the dashboards, only the person who created the dashboard can change it. There's no permission setting for others to be able to change the dashboard, only the creator. Would like to have ability for others (other than the creator) to change and manage the dashboard. There is currently no ability for non creators to have…
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Gamificação - pequenas recompensas para potenciar resultados
Deixo a sugestão de incorporar gamificação dentro da ferramenta, para potenciar os resultados. Por exemplo, nós estabelecemos objetivos por semana. Assim que o vendedor atingir o objetivo ganha uma medalha... e vai colecionando pequenos prémios que o motivam e o levam de encontro ao objetivo Podemos trabalhar com objetivos…
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Include Projects in reports / dashboards
Hi It would be really useful to display dashboards for our projects now we have launched this for our project management. Even just a view of the project board would be great.
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Pipedrive data to Google sheets connector
Hi! I want to send pipedrive data (basically send the data from certain filters) over to google sheets for our sales database so that I can make a google datastudio dashboard that combines other datasets like marketing info. We can't build using the api bc it's too time costly for our engineers. any add-on recommendations?…
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Salytix sales dashboard Q&A
Hello, I represent the team at Salytix, who have created a real-time dashboard for you to have in your office, or on your phone. It simply displays your sales team's results in a day, week, month, and year fashion. Our product is currently under development, and we would love all feedback or any other questions about sales…
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Displaying the selected period for shared dashboards
Hey Pipedrive Team! When a dashboard has a period set, this period is reflected in the shared version of the dashboard – however, the meta-text on the embedded reports isn't updated. For example, in a dashboard that has its period set to "This Week" and that contains reports where data is restricted to a particular…
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Person/lead option in Insights
The insights option is very powerful and useful. It offers 3 entities for reporting and gaining insights. However, there are two entities that is missing in our opinion. It would be very useful to have Persons and Leads added to the list of options to generate a report on. This could provide companies with so much more…
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Report on Contacts created, New leads, New deals
Hi, Beginner question here. I would like to create dashboard report to see how many contacts were created during the period, how many leads were created and how many deals. All in the same graph. Is there a way? Thanks
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Rotting Deals Report
It would be great if there was a feature that allowed reporting on any rotting deals within a pipedrive. I think this visual on a dashboard would be really powerful to a lot of people.
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📺📼Webinar Rewind! Supercharge your Email Marketing Reporting ✉️
CLICK HERE to watch the replay! on Supercharging your Email Marketing Reporting. @Anton Rutkovskyi_53543 and @James Campbell_779 deliver an introduction to Insights from the Campaigns Add-On. This awesome addition to Campaigns will make it possible for you to measure your marketing success. You'll learn: 1: What is…
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Emails sent to clients as a report
As a report I believe emails sent is useless as it incorporates internal emails however, emails sent to clients (i.e. any email sent from an account holder to any email in pipedrive) would allow us to evaluate output of our sales team and give us a performance metric of value.
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cloning a dashboard
I'd like to clone a dashboard so tat I can have a similar dashboard but with different time scales
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Show current number of deals per stage in dashboard
Hello everyone, I need help configuring a report for a dashboard please. I want to show the number of deals per stage at this very moment. So far, I have only been able to display progress/change per phase, but in that szenario deals coul be counted double which would distort the statistics. Basically, I need to show the…
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Allow customisation of the deal card please!!
I just wanted to add to the community requests to be able to customise the details shown on the deal card. Seems like a lot of people would find it helpful and I know it would make our work way more efficient. Thanks!
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Insights, dashsboards & reports UX and Functions.
Hello community. As a Pipedrive partner I am having issues setting up and sharing Reports and Dashboards in the Insights section. It is difficult or impossible: · Sort the reports that I share in a dashboard so that the viewing users can see them in the order that the administrator needs. · It is not possible to share a…
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Has anyone set a customer dashboard in Pipedrive?
Hi, I manage several client accounts and we can often have multiple deals in different pipeline stages. Some clients might have over 10 deals with with hundreds of products in each deal. I want to be able to set up a dashboard by Customer where I can see the following in one view rather than keep scrolling down the page…
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How to stop auto refresh of the live dashboard link?
Hi, The live dashboard link automatically refreshes in 2 mins or so. Can we somehow stop the autorefresh? It's really disturbing when we use the live link to present the dashboard during a meeting. I have tried several chrome extensions, but none of them worked. Maybe we can have a button to switch on/off the autorefresh…
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New Feature Request: Collaborating on Insight Dashboards
I recently found out you can only have one person make edits to a dashboard (you can share it but they only have viewable permissions). I've never used a CRM where you can't share a dashboard and have others make edits where needed (i.e. if I share with my team and they need to edit/I created then passed off dashboard to a…
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Asking for advice: Is there a way to add our sales target to the dashboard? I.e. plot all the 'won'
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Filtering options on goals reports!
It'd be great to be able to apply filters to goals like you can with other insights reports. Such as if we wanted a forecast with goals but only allowing for deals with a probability above 80%.
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Dashboard Sharing / Embed
Hi! We have a financial software and we have created a feature to integrate different sources of information into the app by embedding graphs or dashboards. When embedding Pipedrive's dashboard there's a big header that uses a lot of space. It's like a big add of Pipedrive. It would be great if you remove that header so…
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Organisations Report?
Hello, I'm using PipeDrive Pro. I want to create the following report: I've contacted 92 companies in 01/21. I have a first Multiple Choice custom field for Organisations called "Campaign". All 92 companies phoned in 01/21 have the value "01/21" in their "Campaign" field. I have a second Multiple Choice custom field for…