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Insights - Ability to add Description to a report and/or dashboard
It's reached a point where the reports and dashboards my sales org uses have certain nuance that benefit from tweaking the filters regularly. An optional plain text description or note to accompany each report at the header would be really useful. Many of these reports are dynamic and by modifying a filter slightly they…
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Reassigning ownership of PD dashboards
Hi all, it would be great if PD would have an option to reassign ownership of created dashboards. This would be everybody's lives much more easier as it would safe time since no body would need to do the work on recreating those dashboards
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New products Feature Unusable for Large-Scale Customers, and missing the subscription feature
Hello Pipedrive, The new recurring products feature is a huge step backward and makes it practically unworkable for us to manage subscriptions. We manage over 500 subscriptions per month, and with the current functionality, we now have to manually enter every change by adding new products. This means that: Everything is…
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Make order of Pipelines customizeable
currently there is no chance to reorder the order (in terms of ID Number) of Pipelines e.g in my Pipedrive the Pipeline with the ID Number 4 is actually the first Pipeline of my sales process, unfortunally i created the pipeline later than the other. I think it should be customizeable moreover i want to show the amount of…
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Master Pipedrive Reporting: New Academy Course
Want to turn your sales data into smarter decisions? This new course is designed to help you unlock the full potential of Pipedrive’s reporting features, from day-to-day activity tracking to long-term revenue forecasting. What you’ll learn: Analyze custom activities to understand team performance Use contact and engagement…
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Email opens and clicks visibility to all team members
We've been working on a complex Pipeline process that includes email automation and we've noticed that the email tracking events are only visible to the actual sender of the email. Other team members can see the email in a deal's history but cannot see whether the email was opened or clicked. This is unfortunate as we all…
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Resolver problema nos dados de valor de produto
Olá, equipe do Pipedrive e demais membros da comunidade! Primeiramente, gostaria de agradecer pelo excelente suporte que recebi da equipe da Pipedrive em um problema anterior que enfrentei há alguns meses. Tudo foi resolvido com muita eficiência! Hoje venho sugerir uma melhoria relacionada à exportação de dados dos…
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Org Chart Visualization Tool
Hello, I created this free org chart visualization tool. You can set up the CSVs in the required format manually or use a tool like Coupler to do it once and get ready-to-use data for visualization. If you are interested in exploring Coupler, you can request a 10% discount code here. If you havequestions or need help,…
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Report on People
Hey, it would be great to start seeing reporting on People in Pipedrive In some cases data is held against the person as it suits better to be captured there instead of a Lead or Deal. Thank you & apologies if there have been many posts like this before!
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Need to export results of Web Visitors
The Web Visitors tool needs to have a way to export the results to make it useful for analyzing the data. PipeDrive adding some analytics to the tool would be good in addition. However exporting and being able to analyze to our (anyones) specific needs would be the priority.
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Filter or Advance Reports on Product Categories
Currently Pipedrive does not allow you to Filter and Reports on Insights from the Product Category field. Since it is structured data, it would be nice if the system could do so. Thank you!
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Suggestions + Leads reporting feature
I would like to see the leads reporting (Insights) feature. Currently, I can use reporting only on Deals which is around 30% of my prospects. Therefore couldn't track my efforts for 70% of the pipeline.
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Summary data does not show up in Dashboard
One can see a "summary" table when you create a chart. But one cannot the "summary" info in a dashbord… The charts are great to see trends. The table is great to see a summary of the numbers. Also, having more flexibility to the dashbord would be nice (such as the ability of adding picture and so on…) thanks
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Insights Dashboard - allow internal viewers to expand data
We are using the Insights link to share data with external contracts. This is a great feature, but it would be eve better if someone other than me could click on the items within the dashboard to expand the data. Is there a way to share my Insights Dashboard with other users in the company? (aside from the shared link…
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Goals - Personalising the set up for a goal
Hi! The new goals function in Insights is a nice addition, however there is room for improvements. Currently, you are quite limited in what you can set up a goal for, and in what way you want to set it up. One example is, when setting up the 'count' won deals goal for a quarter, you would have to set up 4 different goals…
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Insight Reports - Export Option?
First off it's great that we can export reports from insights into excel/csv, but it's clunky. You have to click into each item on a graph to be able to get info and export it from there. There's a table right below the graphs that literally has ALL OF THIS INFO already organized but that can't be exported for some reason.…
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REquesting LEAD SOURCE Field in new Leads Section
We've been uploading all of our leads as new Contacts, and we measure sales velocity from when the lead is entered into PipeDrive. We have established LEAD SOURCE criteria that we use to report up to our Board. We like the new LEADS section but it is utterly useless for us because the LEAD SOURCE field is excluded. New…
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Migration Reporting
We recently migrated deals from HS and only have data on Deal Created and Deal Closed On - Is there a way to run any duration report?
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Report on Pipeline status
Hi I would like to make an report illustrating the total pipeline value status available each month, so in Jan. what pipeline is available to be close in the year, and then the same in Feb. etc. Anyone that can help ?
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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 and my clients when it comes to: building data pipelines, building advanced BI dashboards, creating periodical backups of Pipedrive data Coupler.io simplifies data integration, allowing you to effortlessly build pipelines between different…
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Keep Won Deals Visible in Pipeline Until Fully Closed (Aftercare/Long-Term Follow-Up)
Hi everyone, I’d love to see an option added that allows Won deals to remain visible in the active pipeline, even after being marked as “won.” The reason: many of my deals, although considered won from a sales perspective, still require months of aftercare, onboarding, or scheduled follow-up. These deals often stay active…
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Product Insights
It would be highly beneficial to allow Product Category reporting.
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extrair relatório
Como eu faço para extrair relatório de pedidos que ainda estão ganho. preciso somente os em aberto. e também quero extra por vendedor indicidual por favor me ajudem, pois no chat ninguem me da retorno e o robo IA não me explica obrigada
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Thousands or millions toggle
Most of my contracts are either 10s of 1000s or millions. It would be great if I could either toggle per pipe, or even universally across PD, so every deal is listed as, for example "$1.2MM" or $1200M" instead of $1200000. Right now my shorthand is to have every deal in MM so I have deals from $.02 ($20,000) to $2.4…
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Ability to send automated report (export to rest of team according to schedule)
Please can you set up the ability to export reports (i.e. Global Dashboard) according to a schedule to the rest of your team. Triple Whale does a good job of this. You choose the report, schedule/time, and recipients. You can then choose format. At the moment, I have to download the report as a pdf and send to the team…
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Report to show fields in both Contacts and Deals
Hi Folks, I need to provide a report that extracts some fields from "Contacts" and other fields from "Deals". Is this technically possible?
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"OR" conditions unavailable for repports
Hello, As someone who is bound to use the insight reports quite frequently in Pipedrive, a problem I often face is the fact we're only able to add "AND" conditions (mandatory) and not optional ones as well. Can you please let me know if there's a workaround available or if that is a fix that's thought for future…
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How to count unique customers in "Insights"?
I’m trying to create a metric that shows the number of unique customers we've closed deals with. I often have several "won" deals with the same customer (organization) - for example, 6 won deals with one organization. In this case, I’d like that to count as one customer, not six. So essentially, I’m looking for a way to…
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Total Completed Activities Duration per Deal
Hi, It would be good to see a total duration of completed activities easily on each deal page. In order for me to track the amount of effort that is spent on an individual deal I have to currently pull all activities out in a .csv and total up in Excel. We are keen to be able to see how much time is being spent on deals…