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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…
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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,…