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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,
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Goals - Personalising the set up for a goal
Hi! The new goals function in Insights is a nice addition, however there is room for improvements. Currently, you are quite limited in what you can set up a goal for, and in what way you want to set it up. One example is, when setting up the 'count' won deals goal for a quarter, you would have to set up 4 different goals…
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Besuchsbericht mit Pipedrive möglich?
Hallo Pipedrive Channel, ich habe eine Abteilung übernommen und möchte nun erstmalig Pipedrive als CRM nutzen und etablieren. Da ich auch Außendienstler im Team habe, möchte ich gerne auch Besuchsberichte einführen. Kann ich in Pipedrive irgendwie (klassische) Besuchsberichte erstellen? Also: Mit wem und wann getroffen,…
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Insights
Insights is pretty great so far. Able to build some awesome reports. But I'm having trouble building a report and I don't understand why since I am on the advanced plan that allows for use of custom fields in reports. Deal performance report. Deal value along left axis and along the bottom axis I want to use a custom…
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In Case You Missed It - Here's February's Update!
https://pipedrive.hubs.vidyard.com/watch/eo4EhjmzdFFwNF5QWj9MXx? In case you missed it - Pipedrive has new and improved Goal tracking in your Insights including revenue-based goals plus more! 🔎 Want more details? Read all about it in our blog article: * 🇬🇧 In English * 🇩🇪 Auf Deutsch * 🇪🇸 En Español * 🇵🇹 Em Português
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My Dashboard and no Company Dashboard?
I am surprised. The "My Dashboard" is really my personal dashboard? And a sales director can not setup a dashboards for the sales guys in order to have a consistent overview for everybody? They have to recreate all reports in order to be able to click to see the details? The work one person is doing has to be done by…
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Insights is pretty awesome.....
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Is there a way to leverage custom fields in insights/reports?
Hey y'all, My VP of Growth is trying to get the custom fields he made into a report but it doesn't seem to be possible. Any idea of it's a missing feature (if so, when is it coming?) or something we're missing? Thanks in advance!
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Forecasting MRR
Is there a way that we can have our current MRR (from deals that we've already won, plus MRR from deals that are in pipeline calculated together to forecast total future MRR?
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🎥👀Pipedrive Academy Highlight: New Insights Tutorial is here! (with Goals)
https://pipedrive.hubs.vidyard.com/watch/CXW1KFEbWtagUGgR5Bohb8?Insights has been rapidly improving as you all probably know. With the Goals feature brought back into gear it was time to refresh the tutorial video on Insights. I hope this helps many of you who are getting into the swing of the new reporting system. 🧠 To…
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New: Forecast Goals are live for Professional plan 🔭 🎯
* Professional plan only * New goal type “Forecast” is introduced * Shows cumulative results of open and won deals * Won deals are shown by won time * Open deals are shown by the expected close date * This goal is measured by the deal weighted value Learn all about Goals with: * our Knowledge Base tutorials * our blog…
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Insight Reports - Export Option?
First off it's great that we can export reports from insights into excel/csv, but it's clunky. You have to click into each item on a graph to be able to get info and export it from there. There's a table right below the graphs that literally has ALL OF THIS INFO already organized but that can't be exported for some reason.…
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Can't Use Autocomplete Custom Field Type to Segment
I am trying to create a performance report for our dashboard using a custom segment, but apparently this field was created as an Autocomplete type. Not sure what that is (I didn't set this up), but it seems that you cannot segment by a custom field of this type. https://www.screencast.com/t/r1PQV5yUe Before I change the…
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Creating a report of deals that lack certain information
Hey, I tried my best but failed so far. I'd like to create a report (a list view) of all the deals that lack certain information like Lead Source (custom single option select field). My need is to: - Be able to create a list of deals that are missing f.e. Lead Source information so I can give it to my Sales Reps so they…