Insights (Goals / Reports / Dashboards)

Having Contacts (Organisations & People) available as entities in Insights
Is there any proposed implementation to be able to report on contacts in future? I'd like to be able to reflect my database in Insights and segment by labels/custom fields/size etc rather than just focussing on leads/deals. This would help reflect opportunities to focus on and present that to members of my team. Eg, I have…
Can you add 'Contact' insights
I'd like to be able to create insights around how many new contacts were added to Pipedrive, to help bring our marketing initiatives in sync with Pipedrive. We'd like to move everything over from HubSpot to Pipedrive, but this missing reporting functionality is quite important for us. And while you're at it, having this on…
Add additonal owners to a dashboard
Sometimes the head of sales creates a dashboard with a lot of reports for his sales team. And he shares it with the team. But if he leaves the company and his is deactivated as user, the dashboard is not accessible anymore. So in a perfect world you could add an additional owner to a dashboard (and all used reports).…
Duplicate / Missing Deals in Insights
Hello everyone! I have an Insight for Conversion of Deals within a specific Funnel with the following filters. In the table below the graph, I want to check the Deals that are WON but most of the time there are WON deals that don't show up in the table and/or some deals that appear twice, as in the image below: Is this a…
INSIGHTS SHARING
Hi everyone ! Does someone know if it is possible to share an insight to people as editers and not only viewers ? Thanks a lot for your feedbacks
Insights: Performance graphs longer than 1 year
We are trying to create a performance graph that forecasts expected closes date all the way through December 2023. For some reason they stop being graphed after June 2023. In the deal lists below the graph, however it shows all of the deals even between June-December 2023. Why am I not seeing those deals on the graph as…
Insights - view products sold by category
Hi guys - currently you can only set up a report that will show you individual products sold. This is not overly useful to us, as we need a report showing what we've sold by product category - any chance of adding this?
Expanding Reporting Availability for Admins and Managers
We are limited to 150 reports per user, but are seeing a handful of users utilizing the vast majority of the report creation, while most of our users use almost no report creation and just view the dashboards that have been created for them. It would be nice to see a total number of reports in the aggregate across all…
Deal Summary with multiple data
Hi, I´m trying to make a summary view or my pipeline with the summary for 3 information: Total Amount, Total Weighted Amount and Number of Deals. Each of those numbers I´d like to see splited ccording to my pipeline tags. Ideally I wanted in a table format (three columns with the data and the tags opened in the rows), but…
Set Goals for a Custom Field
Can anyone help on how to set a company goal for a custom Deal field? We have a field called 'Annual Value' on our deals so we can record the annual value of business a deal could pull in. We want our Goals to track this 'Annual Deal Value'
New: Insights for Mobile 📱📊
What: You can now see reports and dashboards created in your web app right on your mobile device. Find out more here. For whom? All plans and users When? Available now for all companies
Hi All! I'm encountering issues in building reports around call outcomes. We do a lot of outbou
Hi All! I'm encountering issues in building reports around call outcomes. We do a lot of outbound calling and I'm unable to generate any reports per salesrep that gives me stats on their calling performance e.g. interested conversations, not interested, no response, etc. How many of you find this reporting critical?
Any good way to use Organization & People custom field data?
Right now insight only can use Lead / Deal custom field data (for segmentation) Is there any good way to use organization / people custom field in insight?
Where is the Recurring Revenue Growth Report?
Obviously, somebody removed the "Recurring revenue growth" report in the Insights. Will it come back? Is there another way of tracking the Expansions/Contractions/Churns?
Display Lost Reasons *comments* in reports and/or in deals List view
This would be a useful functionality to us.
Filter for non-deal linked activities in insights & reports
Should be able to exclude non-deal activities (e.g. activities in someone's calendar that are not related to deals) from activity insights & reports. You can do this on the table of activities, but when looking at activity growth over time, the numbers are skewed by internal meetings and calls which can't be filtered out.
Expand insights reporting to include cost metrics
Would it not be possible - and make sense - to expand on the capabilities within Insights, so that the cost metrics (cost per unit and direct costs) form part of the reporting? For instance, I would be fantastic to see a gross margin report that clearly shows what is earned on each deal and/or product sold. As we spend…
파이프드라이브 기능 업데이트: 모바일 앱 인사이트
안녕하세요. 국내 파이프드라이브 공식 파트너사 해시스냅입니다. 파이프드라이브 모바일 앱에서 Insight의 보고서 및 영업 지표를 확인하실 수 있는 Insight for Mobile 기능이 출시되었습니다. 이제, 이동하면서도 모바일 앱으로 영업 지표를 확인하고 적절한 영업 조치를 취해보세요! * 모바일 인사이트 확인 방법 * 모바일 어플리케이션 좌측 하단 '...' 클릭 후 '인사이트' 탭 클릭 * 모바일 인사이트에서는 어떤 것들을 확인할 수 있나요? * PC에서 세팅한 모든 보고서 및 대시보드를 확인하실 수 있습니다. * 보고서의 그래프를 탭하여 해당 그래프의 세부 수치를…
Variable Monthly Goals
Hi Pipe Community, After some good comms this week with tech support, we've established that each goal insight widget allows only a single goal value. That is great for a playbook where you may be after making a set number of activities of a certain kind each month. The situation we have however is that we wish to measure…
Is it possible to "look back in time" to see what our sales forecast was for a particular point in t
I'd like to do some analysis for forecast vs. actual and would love to know what our weighed forecast looks like over time. Thanks in advance, Jay
Goals - Track changing goals throughout the year
With the old Reports feature, we were able to set rising goals towards the end of the year. Ex: 50 for Jan - Sep, then 70 for Oct - Dec. With the new Insights feature, that possibility seems gone. There's only one spot where you can define a recurring goal now. It now seems I have to create a custom report for every…
Insights: Deals/Summary table views?
Would it be possible to show also the data table under neath from the reports on Insights/Public links? Thank you
Exclude Won Stage from Insights
We have "won" also as a stage. After that stage, there is another stage. Unfortunately, insights always show "won button clicked" as the last stage. Sounds fairly easy to exclude that?
Cummulative Trends Insights
It would be really insightful to create graphs that show cumulative values as a trend and the quarterly/yearly add to that. Photo from https://www.extendoffice.com/documents/excel/1534-excel-cumulative-chart.html
In Insights, email/meeting/call tracking needs to be able to filter for only emails associated with
Tracking emails/meetings/calls in Insights would be very useful, but it also tracks internal emails. If it could track emails only associated with contacts or deals, the feature would be useful, but right now it's far too inaccurate.
Insights: Compare custom periods, e.g. pyp
Hi there, I have dug into the insights function and I am really loving it. I don't seem to be able though to add another time period, when analyzing my data. E.g. I want to compare deals created ty YTD vs py YTD. I have tried to work with the custom period of the dashboard and the report, but don't seem to get any further.…
Insight - Summary table for Dashboards
In Insight, one can see a "summary" table when you create a chart (see picture). But one can not create this summary table as a module for a dashboards? The charts are great to see trends. But to see the details, one have to hover over the month of the charts, one by one. The table is great to see a summary of the numbers.…
Asking advice on insights + reporting + products
I am looking to run a report on sales of products and projections for current month business as well as forecasting for future months. Currently it only comes back with each person who has closed a deal for the product. That is not helpful and frankly not something I want on my dashboard insights page. I want a quick…
Custom 'duration' reports in Insights
Hi team, Is it possible to produce custom 'duration' reports in Insights? For each new deal, we set a 'lead date' and a 'qualification date'. I would like to know the average duration between the lead/qualification dates and the deal won date. Right now, I only seem to be able to run a 'Duration' report on the entire…
\deal progress by date
Hey guys. I am trying out the insights page and there is a graph I need that isn't displayed exactly in the way I need but very close. The deal progress graph shows the sum of the deals that changed stages. I need a graph that displays only what stage is each deal at the end of the month. Is there any way to do so?

Insights (Goals / Reports / Dashboards)

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