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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
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Insight comparison between different years
Hello Pipedrivers, I would like to perform inside the insight section a comparison between the revenues of year 20XX and year 20YY (per month) in order to know the situation of the business. I know that I can create a report with all the months of the two years and the related revenues but it doesn't give a comparison…
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Hola! alguien puede ayudarme a: ¿Cómo sacar informe de los mails enviados/recibidos vinculados a neg
Hola! alguien puede ayudarme a: ¿Cómo sacar informe de los mails enviados/recibidos vinculados a negocios?? muchas gracias!!!
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Automation of Reports
Is there a way to automatically trigger daily reports? For example: Sales Managers get the teams daily performance report in their mail box everyday morning.
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Reports for products - is it possible?
Hey there, we just startet to work with the product function in Pipedrive. We added categories for our different products. One category for each department. Now we want to see how many products in the different departments were used. But I can't figure out how. In the insight section there are only three types for entities…
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Google and FB Ads to deals
Hi everyone. We have been using a FB ad for a while now to help generate leads. We are going to begin running several FB and Google ads. We need to be able to track which ad specifically resulted in a deal. Are there any best practices you can recommend or a 3rd party software you are using that is working well for you to…
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Insights on organizations
Hello, So I want to have a report on each organisations/clients of our in Pipedrive with the following information: name, nr of deals started in a custom period of time, won deals, lost deals, sum of all deals (amount won, amount lost,) ticket size. All this in just one report. It is possible in pipedrive?
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Help me out of you will, Seasonal Sales cycle tracking
We may need to add a custom deal details field to identify in which calendar year the work will be performed for reporting purposes in Insights. This is because we often create deals in one year that will be performed in the following year and our business and sales efforts are seasonal. We would typically create a…
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Now live: sharing Insights internally
⚠️ Update: Good news, this is now live! See more here. 🚀 --------------------------------------------- Increase team alignment by allowing users to share and access performance overview internally. For whom? All plans. How will it work? * All roles (admin+regular user) will be able to share their dashboards with other…
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Tracking Upsell business VS New Business
Hi Community. I'm looking for help on how to track Upsell vs New Business growth. First questions is how to log this in pipedrive effectively? Second questions is how do I create reports for this? For example I want to see how much our business has grown from new business customers and how much it has grown from upsell…
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Products Insights
Hello, How can I create a dashboard with Products and filtering One specific country? Thank you.
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Need two reports: Win Rate (%) per stage & Average Sales Cycle
Hi, I have a couple of things that I need / would like to suggest. 1. Win Rate per stage: In the old reporting, I was able to see a report that would show the % Closed Won rate per stage. This was great so that I could apply the appropriate % probability of each stage in our sales pipeline (which in turn affects the $$ for…
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Why do my Insights "Goals" graphics look wonky? The 1. picture is great but in the 2. picture everyt
Here everything looks great! The goal is at the upper part of the display. Here everything is pressed to the lower end of the graphic.
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New: Insights can now export all report fields at once 📊 🧾
Another great step forward on Insights: you can now export you report's data into a spreadsheet all in one go. For whom? All plans. How does it work? * for Deals and Activities reports * select and unselect the fields you want * click Export If you can't see the Export button, clearing the cache and cookies in your browser…
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Is there a way I can track Aircall calls through Pipedrive Insights?
When calculating Contactability ratios, I'd like to measure both mail sent + calls in order to evaluate more accurately the % of Leads that are not being reached/contacted. Any insight on how could this be done only through Pipe? Thanks in advance for your help,