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Commission goals and different commission percentages
Hi, i am trying to figure out how to set commission based goals. The goals are only for deal value and i don’t want to replace deal value with commission as they are two separate things for my business. Another thing i am trying to figure out is multiple commission percentages based on each deal, so one deal might be 2% of…
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Hotel Reporting
Hello! Wondering if there is anyone using PipeDrive in the hotel industry. If so, what type of reports are you using to report to ownership/direct reports on weekly/monthly/quarterly production? Would greatly appreciate any feedback.
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Change activity done time and date
As part of our reporting structure and KPI's, we have to hit a certain amount of activities per day. If we are out on the road all day, it is sometimes difficult to update all your activities done in that day. We would like a feature where we can adjust the 'marked as done' time / date so we can update our Pipedrive when…
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Product filters in analytics
Hi. We need product filters in analytics, how to understand which product is better, which sells more, etc. Products without these features are useless
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New: Custom colors in Insights reports 📊
You can now assign custom colors to different fields inside reports. These colors remain consistent, so reading and comparing different reports is easier. You can learn all about it from our knowledge base article here. This feature is gradually rolling out to companies throughout November 2023
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Build data pipelines, dashboards, back up your Pipedrive Data with Coupler
Hey Pipedrive Community, I want to share a tool that's been a game-changer for me when it comes to building data pipelines, building advanced BI dashboards, creating periodical backups of Pipedrive data: Coupler.io. Coupler.io simplifies data integration, allowing you to effortlessly build pipelines between different SaaS…
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Accumulated goals and forecast report
In our company we have budgeted the whole year for any department and we need to achieve certain income(goals) each month to have the best cashflow and to pay our bills. Therfore I would need to see if we are on track with our sales reps by creating a accucmulated goals forecast report like the one I attached. How do you…
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Company Financial Year setting
Hi - it would be really useful if, in settings" I could tell pipedrive when my financial year started and finished (which is not the same as the calendar year. Is this possible or on the list to be done?
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INSIGHTS - META INSERIR OPÇÃO DE ESCOLHER PRODUTOS QUE IRÃO COMPOR O GANHO
Gostaria que no cadastro de meta tivesse a opção de selecionar quais produtos ganhos seja somado no realizado da meta. Na opção de editar a meta, poderiam incluir a opção de selecionar quais produtos que quando marcar como ganho, seja somado e apresentado no resultado. Exemplo: imagine o cenário onde eu tenho x produtos…
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Ocultar a barra lateral de insights
Gostaria de saber se é possível ocultar essa a barra lateral da pagina de Insights. Não se faz necessário ficar essa barra lateral aberta o tempo tempo, nas outras paginas essa opção já existe, como por exemplo, na pagina de organização.
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How to get rid of non-deal related items in Emails and Activity reports?
Terribly disappointed in the Emails and Activity reports/insights. We upgraded to the more expensive package to enable full 2-way sync, so we can get rid of manual BCCing, but now it turns out this renders both Emails and Activity reports essentially useless, because these include ALL emails and meetings. The only way to…
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New in Insights: More data soon available for report tables
Starting from the beginning of March, you will be able to select more data for your report table list views. What has changed? By navigating to the report table view and by selecting the gear icon next to the table, you will be able to also select: For Leads report tables, can add contact person, organization, deal fields;…
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Note Reporting
I would like to be able to produce a report based on notes added and completed meeting notes on a weekly basis - this is to give an overview of the sales persons weekly activity. As it stands, we only seem to be able to report on deal/activity progress
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Insights report for sales cycle duration in Pipelines that we do not "win" the deals?
I am looking for a way to create an insights report that will give me the average time spent in 3 of the pipeline stages in a pipeline that we do not ever mark the deals as "won". I have a pipeline with 5 stages. The first stage is a holding stage and I don't want that included in the average sales cycle time. The 5th…
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Insights Manipulation
I had some feedback from a client where it would be useful to manipulate the order of graphs, to show ascending/descending order.
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Webinar Q&A: Using Automations and Insights to grow your business
Hello Pipedrivers! ☀️ We extend our heartfelt gratitude to everyone who participated in our recent webinar on "Using Automations and Insights to grow your business" held on February 20. Your active engagement and presence greatly contributed to the success of the event. Throughout the webinar, we received an abundance of…
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Report to display individual payment transaction value per month (not the total deal value)
Payments are a great new feature of Pipedrive! Now we can forecast revenue in a meaningful way for both subscription services and separate payments! Well done Pipedrive! For example I close to winning a deal, Deal A for $100,000 I could create a $50k payment for January and a $50k payment for March. I've another deal, Deal…
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Project Insights
Hello, Our sales team uses Pipedrive and has found it useful so when they suggested for our implementation team to use it, we have started testing out the projects page and also trying to create reports/insights for our team. I have contacted support about this and they have suggested that I submit feedback here about this…
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Can't add custom fields into Insights report view
I've just started using 'Insights' instead of reports, and weekly I look at the number of new deals in our pipelines. I have used the "Deals Started" view, but cant seem to add any custom fields to the report preview or the report pop-up. I need the ability to view a custom field called 'Lead Source' so i can see where all…
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Use product category in filter options within Insights
It would be really nice if you could create reports in Insights based on product category. We are now using the current feature to be able to add products on a report. But when you introduce a new product, you have to add it again to all your reports. That is quite laborious when you have a SaaS platform where many add-ons…
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Monthly goals per product
Hello, Is there a way to create a sales goal per product vs what has been sold? Thank you!
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Insights: Remove "change compared to previous period" on Scorecard
When creating a scorecard in insights, is there a way to remove the percentage that pop's up at the top that displays the change compared to previous period? I would like the option to remove this and just display the main number being calculated.
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How to get Customer lifetime value (CLV)?
Hi guys, Is there any easy way to get the customer lifetime value on PipeDrive? I want to see how much each client is paying per year. I know PipeDrive has subscription revenue now but that's for recurring projects. We mostly do one-off projects and I wanted to calculate what's the average clients are paying every year.…
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Is a Customer Portal Possible Through Pipedrive?
We are looking for a way to add a customer portal. We already have a form where a customer inputs their information, then we can send emails and invoices to them through Pipedrive. However, for the customer portal we would want the customer to be able to fill in forms, make payments, view their account information, and…
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Does anyone else need to display 13 months of data on their dashboards?
In our results we like to compare the previous comparable period - often the same month last year. I custom my time period to the last 13 months but my dashboard will only display the last 12 with an option to scroll to 'page 2/2' to see the final month. Can we get around this? How can we display this data on one page?
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Request: Monthly Breakdown on Payment Schedule in Revenue
Greetings, I have a question on Subscription Revenue Reports for Payment Schedules. Suppose that I have two deals with payment schedules as follows: Deal 1 (total deal value:1000 USD) April 6th: $100 May 6th: $150 June 6th: $300 July 6th: $250 August 6th: $200 Deal 2 (total deal value: 900 USD) April 6th: $120 May 6th:…
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Problem with Outlook Calendar Sychronization from Pipedrive
Hello, Our company is unable to send calendar invites from Pipedrive because the timezone doesn't synchronize with outlook. When ever we send an invite in the local time zone Outlook will receive it in UTC and there doesn't seem to be a way around it. Have talked with Pipedrive who have raised a ticket with Microsoft over…
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Is there a report where I can see all activity as a daily summary?
I am new to managing others. My husband and I run a business together and just hired 3 sales people that I need to manage/ monitor to know what is going daily on without looking through EVERY deal in pipedrive (somethings have been missed and now I am overly paranoid, at least for now). We have a few hundred deals in…
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Insight report: Average number of deals per contact
Hi, I am trying to figure out how to generate a report that will tell me the average number of deals per contact. I am able to see the results very easily when I go to the contacts section of Pipedrive, via the lost deals column but I can't find a way to display it in my insight dashboard. Looking for a single number…