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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…
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Insights Dashboard not populating fields
Hi There - all my insights dashboards have not populated data for the last 24 hours - is there an issue ?
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Products now available in Insights! 📦 📊
Products are now available in the Deal Performance report, for users in the Advanced plan or higher. They're finally here! 🎉 What can a user do? * Filter Deal Performance reports by Products * View and Segment results by Products * Measure results by Product value and Number of products 🧑🏫 Use our Knowledge Base and…
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📽️ Webinar | Beautiful reporting, actionable insights | July 28, 2021 📊
https://pipedrive.hubs.vidyard.com/watch/Ae5kqjtpa1CF1gDA46C4eH?If you were not able to catch the live webinar last week, or just want to watch it again, just click play ▶️ 🔔 Follow the Events topic to never miss out on what's coming up in the calendar, and the Webinars topic to catch up on past webinars 🔔
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Product reports
It would be nice to have an Insight that displays how many products I've sold and for what price (so I could see how much money I've made by selling apples and bananas this year, etc.)
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Feedback: Can new reports be added at the bottom of the dashboard?
With the current setup, we have to manually drag the report from the top to the right place, thus making it a required activity every time we add a report.
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Provide fields and rounding options for the Scorecard report in Insights
What would be really helpful, is to be able to create a Scorecard report that shows e.g. [Name]: [Actual]/[Target]: Jon: R16million/R23million Sandy: R21million/R28million
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Business Improvement Manager
Can you filter insight reports to only show activities that are linked to an organization and a person?
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⏰ Webinar: Beautiful reporting, actionable insights | July 28, 2021
Join Pipedrive pro @James Campbell and Product Manager @Seda for a discussion and Q&A session on how to use our Insights feature to create visual reports that point the way to improve the performance. Date: Wednesday, July 28th Time: 7am PCT / 3pm GMT Register now 📍 🔔 Follow the Events topic to never miss out on what's…
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Organization/Contact Insights
Hi... I'm needing to run reports on Organizations and contacts added but there doesn't seem to be any way on insights. Looking at previous requests here its mentioned that it is being developed. Can you please give an update as this is critical as we grow as a business and we need to track activity.
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New: Insights internal sharing for all plans! 📈 🤝
Internal sharing is available to all users in all plans. For whom? All users, in all plans. How does it work? You create a dashboard in Insights, share it with Alex, now Alex sees the same dashboard in their Insights view. * All roles can share; * While sharing a dashboard, all reports within it are shared too; * Other…
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New: Insights introduces rolling periods 📊
What? You can now set automatic rolling and relative periods on your reports, past and future. New periods are added for all date-type filters and are available in: * Report filters * Dashboard quick filters * Goal filters When? Deploying today across all regions. For whom? All users and plans. 🔔 Follow What’s New? to get…
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Deals per month without criteria
I would like to know - for instance in April 2020 - how many deals were open (nor lost nor won) by stage (colors above)? You still can't display that. What is the problem? The change of the stage maybe. You then could look in which stage the deal was most of the days. Is there somebody that found a workaround? Or you,…
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Reporting on Webforms
The columns in this image are | views | interacted | submitted | conversion | I've got a few web forms running, one of which is a booklet request. The form itself knows the number of clicks and conversions, but how can I produce a report showing me these 11 submissions? My marketing guy would like to follow up and talk to…
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New: Bar chart option now available for Duration and Progress reports in Insights 📊
What? The bar chart visibility is now available for Insights reports of the type Duration and Progress. When? Deploying today across all regions. For whom? All users and plans 🔔 Follow What’s New? to get notified about all new product releases. 🔔
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Relative date periods for insights
Hello, Yesterday I was creating a insights chart to display rotten deals by user. While I can't display deals filter data, I've tried to create some filters on insights to show rotten deals. But I've noticed that on insights, while using date fields, I can't select relative date periods. (ex: is after, is before, is equal…
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To be able to export insights summary.
Hello, A while ago i suggested that insights data could be exported and I was glad that the dev team implemented it. Altough I've noticed that what really matters in most cases (for me) is the summary tab of each insights report. When I try to select copy and paste in Excel it gets all broken. I need it to be exported…
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Who here uses the Goals feature in Pipedrive?
Who here uses the Goals feature in Pipedrive?
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Is there a way to track Goals based on specific filters? For example, I want to set Goals for Deals
I noticed that the Automations section got upgraded, and that you can now use Filters for Automations. It would be great if we could do the same with Goals.
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How to run reports on Contacts Module.
Hello Team- Hope you are safe and well. We are using the contacts module to track the leads who register for our free trial . We then enrich the contact with lead source and medium. I'm looking to run reports (insights) on contacts module by sources/medium but unable to find filters which allows us to do that. Any…
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New: Insights Navigation Update 📊
What? The Pipedrive Insights feature has a couple new tricks up its sleeve: Users can now choose a table-type chart for Activity reports And clicking the scorecard inside a given report now brings up a detailed list For whom? Available now for all users in all plans. 🔔 Follow What’s New? to get notified about all new…
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Summation isn't working for my subscription revenue report
Greeting, I have a question on subscription revenue report. This is some example data I generated for testing recurring revenue. The April data looks OK because it has only company for subscription revenue. From May to the end of the year, I have a wrong total sum. I have three recurring revenues but the total sum is…
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Insights for Organizations and People seems to be totally missing?
As our ISR's call and update our database, we need to track progress and get insights into the status of Organizations and People. Ability to build reports based on Organizational and People fields and statuses. Is there anyway to do this today?
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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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Fix currency conversions when deals are won
Hi, when different currencies are used, reports automatically convert deal value to the default currency of the Pipedrive account. This works well and is very useful. However, when a deal is won, it would make sense that the currency conversion would become fixed with the converted value from the date the deal was won. It…
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Translation Suggestion for the explanation in 'Average Sales Cycle'
Greetings, While playing with Insights feature recently, I found an awkward Korean translation for the explanation about 'Average Sales Cycle' * English: Total time in stages divided by number of deals (OO) * Korean: 거래 수(OO)로 나눈 단계별 총 체류 시간 * My Suggestion: 단계별 총 체류 시간을 거래 개수(OO)로 나눈 값 I believe my suggestion sounds…
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파이프드라이브 가이드: 다른 사용자가 만든 인사이트 리포트를 열 수 없어요.
질문: 인사이트 리포트를 열었는데 다음과 같이 에러가 발생합니다. 내용을 보려면 어떻게 해야 하나요? 답변: 관리자가 일반 사용자에게 충분한 권한을 주지 않았기 때문입니다. 인사이트 리포트가 다른 사용자의 정보를 포함한다면, 일반 사용자는 다음 세가지 권한을 받아야 리포트를 볼 수 있습니다. * 회사 통계 보기 * 다른 사용자의 통계 보기 * 다른 사용자 보기 관리자는 다음과 같이 일반 사용자에게 권한을 줄 수 있습니다. 참고 * Insights: Report types from Pipedrive Help Center