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Insights navigation update! Manage your reports and dashboards with custom sections
Do you have a large number of reports and dashboards? If so, we’ve made it easier to find the data you need. Our latest Insights update lets you group reports and dashboards in sections, delete old reports and rename sections to match your sales processes. Head over to our blog to find out how to set up your custom section…
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New: Insights filters update 📊
What? It is now possible to select multiple organizations and persons in Deal filters For whom? All users and plans. When? Available now for all regions.
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New: Insights side navigation menu revamp 📊
What? It is now possible to: * Create new sections in sidenav menu for reports and dashboards * Add items to newly created sections * Rename sections * Delete sections * Bulk delete several reports at once * UI change - there is now a single button for creating Dashboard, Reports and Goals (located next to search) For…
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Activity reports now available in Insights
It is now possible to create reports and dashboards about your Activities! In addition to standard questions like How many activities were added or completed, Insights will also answer questions like: * What is planned for this week? - viewing results by Due Date * What is done/scheduled on a daily basis? * How…
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Help needed: How can I filter "subscription" and there "description" containing a word
Challenge: I would like to see all companies with one or more deals where special words are included in the description of the subscription. Problem: Unfortunately, these fields do not appear in the Insights and Filters for selection. Background: We use the recurring billing model for all products that have an endless…
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SalesDocs Insights
Sales Docs Needs: * Insight Reports on which deals have quotes or proposals within sales docs. A simple yes/no would suffice to start * Insight Reports on conversion rate from proposal to close * API Event for when a sales doc is created * A count of total number of docs per deal, broken into sub-categories of proposals,…
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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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Requesting Insights Display Contact Person's Organization
Currently we are only able to view a contact person's organization in deals list view and the organization associated with the deal is the only option for insights. How could we add these 3 categories of organizations (deal, person, organization) to insights? Is this already available or is it a feature I may request? I…
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custom reports with customized detail fields
How can we customize a report with the information from our customized details column?
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Insights Dashboard - Deal Value Condition Control
I'm looking for a bit more condition control on Deal Value. Am I able to do <= or values "between"?? This would be beneficial to have from a segmentation ability standpoint. Does this exist and I'm just not seeing it?
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New: Insights UX update 📊
What? Users can rename dashboards, reports and goals by simply clicking on their name. Why? To make the renaming process simpler: it is no longer necessary to go on the 3 dots button, and saves you 3 clicks. When? Out now across all regions 🔔 Be sure to follow What’s New? to get notified about all new product releases 🔔
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Looking for professional consultant to assist with setting up Insight and Dashboard from my company.
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Email Tracking Organization
I have seen many posts ask this and lots of employees "tagging for feedback" but I'm wondering what the status is. It's doesn't save much time when tracking emails and link clicks if we have to manually scroll through thousands of lines in the sent folder, hover over the eye to see how many times it's been opened, or…
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Insights/Dashboard - duration only measured in hours
I'm working through creating some custom reports, and I can only ever get duration in hours. More specifically, I am tracking the duration of different activities -- and I need the duration measured in days.
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Insights: Inaccurate tracking of stage completion
Scenario: Stages in the pipeline: In discussion --> Demo Booked --> Next steps in progress --> Second meeting booked --> In negotiation --> Not now - later When someone updates a pipeline stage for a deal (DEAL A), from in discussion to not now - later Under insights - when looking at how many Demo's were booked this week,…
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Pipedrive goals on the basis of e.g. tags
If I want to define goals via Pipedrive Insights, I can currently only do this on the basis of the people. Is it possible to link the goals with, for example, the tags of the deals? In concrete terms, we are dealing with product groups, some of them are processed crosswise by several people. The tags should be used here to…
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Merge sales funil coluns withoutt loosing historic
Hi everybody! Recently in the company, we decided to reestruturate our sales funil. But we are using the insights from previous funil. Is there any chance we can merde some coluns of the funil? To not loose the historic of the leads ? Thanks
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📽️ Webinar | Custom-fit Pipedrive to suit your business’ needs | September 7, 2021
Register now 📍 | Tuesday, September 7th | 7am PCT / 3pm GMT Join Pipedrive pro @James Campbell and Customer Success team lead @Tonya Kilgore for a discussion and Q&A session on how to make the most of features like Custom fields, Multiple Customizable Dashboards, and Multiple Pipelines that help you to adapt Pipedrive to…
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Insight report to see what stages deals are won in?
I am trying to run a report to see what stages we are winning deals in. It is not always the same for us. I cannot seem to be able to make this happen in the insight reports. It will only show the stage the deal is currently in. We do move them after they are WON. Any thoughts are appreciated.
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Hello all, I'm trying to get some help with setting up some insight reports. Any experts able to hel
I want a report on my dash board that allocates VALUE to every ORGANISATION i've ever closed a deal on. I.e, at a glance, WHO are my biggest clients, in order of VALUE? I.e, who has paid us the most, and who the least. Would appreciate any help, thank you. I can't work out these rules :)
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Can you report on leads from within the insights section?
Can you report on leads from within the insights section?
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Insight feature update – How to take a “Picture” of the sales funil in a certain month
The insights feature enable us to create multiple deals analysis. I wanted to have a visibility of how was my sales funil in other past moments. However, Pipedrive does not allow us to see the data disposed in that time, only how it is today. We would like to have this visibility of the sales funil in other periods of time…
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Insights: Pipeline Report Changed Order of Categories
Hi Pipedrive team. For months I had a pipeline report that ordered the results appropriately (won on bottom, lost in middle, open on top). The other day it randomly flipped the order and it makes the report much harder to understand (see image). Is there a way to get these back in their original order so it makes more…
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How to push a Pipedrive insights chart to a Slack channel
Hi PD fans! Can u help me with tips how can I push/visualize a PD insights chart to a Slack channel? e.g. this one.
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I've incorrectly moved some deals into the wrong column - how do I delete them from insights reports
Hi PD community, I've moved some deals through PipeDrive and incorrectly put them into a column board and then subsequently deleted them. Now on my insights summary page it is showing them as 'demo booked'. It is messing up my figures but I can't seem to source them and delete them. My questions: How do I delete things off…
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Goals Dashboard Report
HI All, I noticed that PD will divide an annual #Goal (Target) by 12 (months) which won't work for us as our team's goals change (ie over December and January, they get half targets/goals, when they are new and have just joined, their target slowly grows over the first 4 months), however if I set their goals manually on a…