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List of Report/Chart Ideas for Pipedrive Insights
Hi everyone! I am pre-selling a list of chart/report ideas for Pipedrive Insights. I have curated this list from the point of view of sales leadership, sales management, and individual salespeople. The final digital product will also contain screenshots of how to configure these and what it would look like, with a summary…
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Organisations Report?
Hello, I'm using PipeDrive Pro. I want to create the following report: I've contacted 92 companies in 01/21. I have a first Multiple Choice custom field for Organisations called "Campaign". All 92 companies phoned in 01/21 have the value "01/21" in their "Campaign" field. I have a second Multiple Choice custom field for…
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Measure number of companies touched over a certain period.
It would be a great add-on to have the option to measure number og companies touched (activities) over a certain period. For example - im working with labels for new and existing customers and would like to create a report showing how many new customers my team talked to and how many of existing customers were contacted…
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Discovering Pipedrive Insights using Tableau
Sometime in July, I shared a Tableau dashboard that I had built using the Deals data from Pipedrive. It is proving to be incredibly useful for clients I work with. A few(!) people liked it and I decided to package it in the form of a digital product: * Snapshots of Tableau dashboards ($0) * Just an eBook ($100) in the form…
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How Can I change the Insights Currency?
I moved from USD as the main currency to UK GBP. The deals etc are all in GBP but on the insights dashboard the language and currency is still English US. I deactivated all other currencies but insights is still showing USD. Help? Thanks!
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Geographical Report
How do I create a Report geographically in Insights Section ? There is no Address in drop down of Deal category. Please guide.
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CRM Specialist
I have been working on the insights feature of Pipedrive and i feel we must be able to filter data based on custom monetary fields. As for my company we use these for filling product values. So the objective is to get reports based on each product performance. Currently, it's not possible as there is a limitation in…
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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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Smart docs reporting
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, quotes,…
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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 - need the duration measured in days
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: tracking 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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Individual Sales Targets For Organisations
It would be very useful if there was an option to add an individual sales target against each organisation. That way we can see our sales performance for each customer and identify whether we are meeting targets.
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Pipedrive goals based on deal 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.