Insights (Goals / Reports / Dashboards)

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…
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…
Are Pipedrive Campaign Analytics correct?
Hi, I'm seeing numbers in the analytics for my campaigns which seem a bit unusual. For instance, in most recent someone opened and clicked 29 times apparently, another clicked 10 and lots of ones around that number. Previous ones have had numerous people supposedly clicking 10+ times. For the record, it's highly unlikely…
Insights Should include ACV Forecasting
When building forecast graphs in Insights tab, it looks like we can only use Deal Value or Weighted Value. While I care about these, my specific role is assessed on ACV which I can track at the deal level but can't create an "ACV by Qtr" bar graph. Frustrating. 😪
How do I report recurring revenue monthly, not annually?
Hey, I just closed a deal that sells a chunk of my time as a freelancer on a retainer. I created a 'product' with recurring revenue. I imagined my reports would show this monthly retainer each… month. Instead, Pipedrive has multiplied it by 12 and added one massive column for April. Every other column is still empty. Not…
Share Dashboard by email
Currently there is no option to share the dashboard by email. Gathering the data and organizing it in a comprehensive way is needed to drive commercial decisions. Having this scheduled to be received on a weekly basis helps on expediting the whole process and avoid emails, etc. So, I wouldn't be raising this if it's not…
Does Re-Opening a deal to adapt loss reason, then closing it again change the win rate
Hi everybody, we have an automation running, sending reminder emails 4 days after an offer has been sent out, then marking deals as lost after another delay period. For lost deals with highest value we have conducted a call campaign uncovering real loss reasons. Now my question: if I re-open a lost deal (marked lost by…
Compare data with previous years in insights feature
It would be really helpful to compare data in one overview. For example, compare the amount of deals created per week this year to the same date last year. As I am not mistaken, this is currently not possible to visualize in one graph.
Save the sorting on reports in dashboards
Would be really great to be able to save the sorting of a report in a dashboard. My use case is in an activities to do list dashboard but right now the automatic date sorting is in the wrong order! Seems a simple fix to an annoying problem!
Get insight in performance of mail templates in our funnel
We do sent automated mails (using the automation tool) to our leads at specific moments in our funnel. For now, it is a black box to us how certain mail templates perform. I would really like to have an overview on how certain how well a certain mail performs (open rate + interaction). I know this is possible in the…
Forecast vs. Actual
Hello, Is it possible for Pipedrive to provide Forecast vs. Actual sales data? If not, is there a way to connect Pipedrive to Excel or Google Sheets?
Reports showing all users for a non-admin
I need to create reports for a non-admin where they can see all the deals / activities. At the moment they can only see their own. How do I change this access?
New: Source of the Deal / Lead
Hi there, Pipedrivers! Soon, you'll have more valuable insights into the origin of your deals and leads directly inside Pipedrive. What: The new Source field structure shows you where your Deals and Leads originated. You can use this information to better understand the ROI of your sales and marketing channels, such as…
Why not add Sales velocity to the dashboard?
Tested in 2021/2 but did not meet the requirements, but it is one of the key metrics for sales managers in a VUCA-world. So without insight into velocity it is hard to steer, speed up or track progress.
Report to monitor Pipeline value & weighted pipeline value over time
We are logging these numbers on a weekly basis and plot it in excel and report to our shareholders. It would be great to have a graph that automatically produces this.
Feature Request: Ability to Set a Fixed Y-Axis Maximum in Dashboard Charts
Hello, friends of Pipedrive: Problem: currently, when creating multiple charts in the Pipedrive dashboard (e.g. for tracking “Deals Won” or “Deals Created” across different years or teams), the Y-axis scales automatically based on the highest value in each individual chart. While this makes sense for isolated views, it…
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…
Data updates in reports list view
Unlike list view in deals. List view in reports does not let you update data. This means you end up having to replicate the report in list view (where the options are also not exactly the same) to be able to update the deals you've identified through the report. This could be a lot more efficient
Email Insight Report Should Show & Export More Columns
We think it would be very beneficial to be able to export more data from Email-type Insight reports (Report > Activity > Emails performance). Our Users want to be able to see and export fields like Linked Deal, Linked Organization, and Recipient. More options would be welcome!
Looking for feedback to AI report generation in Insights
Hello everybody! 👋 We are currently in the middle of process of rolling out AI report generation feature to our customer base. If you have tried out the feature, I would love to hear your feedback on it- what was good, what wasn't, what do you expect it to do differently. Thanks 💪
Goal Feature Needs More Options & Export
the current Goals feature is TOO bare bones missing way to see totals. For example, I put quarterly goals and there is no way to see what that adds up to for the year. Or cumulatively for the duration of all goals combined track goals for multiple periods when one quarter outperformed or underperformed, so we can see how…
Add OR Filtering Logic to Insights
I'd love to use the Revenue Forecast report to do what-if analysis in Pipedrive, but this is not possible with the current filtering capabilities. For example, the default filter criteria on this report includes all Won and Open deals in the current forecast period. I'd like to be able to add filter criteria to only…
ACV info in dashboards/insights
My team is looking to report on ACV, this is a key metric for us as a SaaS business. This is possible in deals, unfortunately the ACV is not available in insights (charts) making it impossible to visualize progress. Please make this available asap.
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…
Report of recurring Products
Is it possible to run a report of recurring products ending for the year? I can see the rise and fall in a graph but not whats ending.
Monthly summary where leads come from???
Hello, Is there a way to run a monthly report of my leads summary. I am specifically looking to see which leads came from referrals. Any assistance would be appreciated! Thank you
Subject Filter on Activity Insights
Hi, Just explored the activity insights and found that I couldn't find the "subject" filter. Would it be possible to add this filter to it? Thanks in advance Best regards Rizky
¿Como puedo obtener el tiempo y ruta que permanece un negocio en cada etapa del embudo ?
Necesito el tiempo que pasa cada negocio que se encuentre en un embudo específico, en estado abierto y que su fecha de proceso sea el de este mes.
Insights and reporting for Projects
The previous topic has been closed. Can we have an update about Insight and reporting for projects ?

Insights (Goals / Reports / Dashboards)

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