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Deal Insight report by location
We have address as a custom field for our deals as it is important to us where our deals are being negotiated and won. I would like to be able to get an insight report on deals won by location (eg. state, city or town). Is it possible to do this using the custom address field? I would rather do that then have to create a…
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Behavior or activities add on help Marketplace
On a daily basis, we don't track dollars/sales we track behaviors/activities. Sales will follow. Looking for marketplace app that can help. ie Daily/Weekly ; 50 cold calls/day; 2 facebook post/day; call 2 past prospects; call 3 past customer etc. Would like it to so variance and maybe input resulting sales. Any ideas on a…
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Flawed Insight Reports for Exporting
Feedback: I am trying to pull a report of all deals won in a particular month to export line by line. This should be an easy report to export, but now with your new navigation version, you can only export by clicking on a graph chart.. So in this case, you can only click one segment of the graph, allowing only that portion…
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Deals - Doubt about conversion rate
Hi Users! I am working on my kpis and i am not sure how to manage the conversion rate. I can see that Pipedrive includes by default only the deals that I added during the actual year. So my concern is what the theory says about conversion rates. When i finish the year, i should update the open deals as "lost" and reopen in…
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Insights - usability testing invitation
⚠️ Update: all slots are filled, thank you for your interest and stay tuned for more invitations! 🚀 ------------------- Hi everyone! We are currently working on improving Insights and we need 5 people by Wednesday who would like to participate in 15-minute usability testing of our latest prototype. If you are a team…
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Question: How to track leads that are converted to deals
I have many deals that are converted from leads. Then how can I see only these deals in pipeline view? I'd like to measure the efficiency of leads, and I'd like to know the ratio of leads converted to deals.
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Revenue Forecast - Custom deal details fields
I'm confused. It was my understanding that custom fields could be used in the professional level for reports but I'm not seeing our custom deal details fields displaying here.
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New: Goals in Insights! (gradual rollout) 🎯
Why? For the users who already enjoyed the Goals feature in the previous incarnation of Pipedrive's Reports, this needs no explanation -- and you certainly voiced how much you missed them during this transition period, for which we appreciate your patience. 🙏 For the users who already joined us in the Insights era: Goals…
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Adding Custom Data Fields to Dashboards?
Is there a way to add custom data fields from a deal into reports/insights/dashboards? We have a custom field we added and i would like to show the count of deals that have a certain value in that field. Our example > the custom data field is the name of the project manager that will be implementing the deal once it…
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New: Exporting Reports from Insights is live for all plans! 📊 ➡️ 📋
It's finally here: you can now export your reports from the Insights list view to CSV and XLS format. Available on all plans. See how here: Exporting data from Insights. 🧑🏫 Learn all about Insights from our Knowledge Base tutorials and our Academy video courses. 🌟 Follow What’s New and don’t miss any new releases. 🔮…
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New: Custom period selection available in Insights for all plans 📆 📊
It's finally here! Now you're no longer limited to static default time periods, you can choose your own time range for Insights from the calendar. 🧠 Learn all about Insights from our Knowledge Base tutorials in your preferred language and our Academy video course. 🔮 And always stay on top of what’s coming down the line: *…
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Reporting missing all our features - the reason we bought pipedrive in thte first place.
I am a bit frustrated here and as a long time user of PD, I would like a call with a product manager of Pipedrive if possible. The existing Reporting Dashboard has now been removed entirely, and 'insights' is in its place. In my previous thread we were promised by several product managers that all the features of the…
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Any way to report / monitor revenue from variations of products?
Hi there, we are currently trying to figure out how to monitor revenue from product variations. Example: we've got the product "digital integrations", which as variations has facebook post, linked in post, twitter, and more. In order to keep the product range fairly "small", we would like to work with products more as…
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Tracking Revenue
I have been using the deal value as our first year revenue figure and the subscription feature to track the re-occurring revenue. My problem is that all reports even the subscription revenue report seems to be pulling the deal value and not the amount I entered in subscription revenue. Does anyone have any suggestions? I…
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Monthly incom forecaste
Is it possible to assign a deal an expected splitted monthly expected income during certain period of time to get a forecast of what is expected to income during the time instead of getting total values per deal?
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Now live: Goals in Insights 🎯 📈
In another step to make Insights fulfil its potential, we are soon starting to work on bringing Goals into Insights, which means that dashboard, reports and goals will all be brought together. We know this will make our users very happy! Why? Goals are an essential element of growth: they give a clear vision, set a sharp…
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What do you use for tracking KPI's?
Hi team, I am looking for your advice on how you are tracking your sales teams KPI's. We're in the process of expanding our sales team, which is currently just 4 members, spread across the globe. We are looking for a way to more formally track team members KPI's and ensure we've got our finger on the pulse of sales…
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Sales team performance
Hi Pipedrivers, Imagine my sales team yearly sales target is million 1.2. Hence monthly target is 100K. Now I need to have a list/bar/chart by salesman by actual sales vs target by month. I have done it in Google Sheet with Pipedrive data, however I need to have this somewhere in Pipedrive, so I can get each salesman have…
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Goals feature
Hey, Pipedrivers! Can you share your use cases of utilizing Goals feature in Pipedrive? For the moment I can't make use of it, in my opinion it's not mature enough to implement it for sales process and revenue growth.
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Pipedrive Goals
Hallo, Sinds enige tijd ben ik fan van het vernieuwde Pipedrive Realtime Dashboard. Dit geeft goed de huidige stand van de sales en voortgang weer. Maar ik kan hier geen functie vinden voor 'doelen' of 'goals' Nu wil ik graag voor komend jaar een Goals/Prognose dashboard maken. Alleen is dit nog in de 'beta' modus en zeer…
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REquesting LEAD SOURCE Field in new Leads Section
We've been uploading all of our leads as new Contacts, and we measure sales velocity from when the lead is entered into PipeDrive. We have established LEAD SOURCE criteria that we use to report up to our Board. We like the new LEADS section but it is utterly useless for us because the LEAD SOURCE field is excluded. New…
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Is there a way to track "new contacts added" in the Insights section?
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In Case You Missed It - Pipedrive Update - December 2020
https://pipedrive.hubs.vidyard.com/watch/Eio2H7L4DeX4FsHX1Y1wmS?In case you missed it - Pipedrive has new Revenue Forecasting, OneDrive integration, E-Signatures, and we're now a unicorn! 🔎 Want more details? Read all about it in our blog article: * 🇬🇧 In English * 🇵🇹 Em Português
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Community Roundup - Volume 8 🗣️
Hope everyone had a great and safe weekend! As the Holidays approach, we wanted to give you another chance to soak up some learnings from our Sales Community. Check out this week's selection of top posts, and feel free to join in on the discussion! 🔥 Monitor Deal Velocity of Sales Stages 🔥 Creating an Email Automation for…
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I created automation that sends email to new lead. I would like to measure email performance segment
Any idea how to do it?
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ROI DE TREINAMENTOS!
O Treinamento não foi aprovado... Veremos neste post porque deixar de calcular o ROI (return on investment) dos treinamentos é, em geral, a principal causa porque eles não são aprovados. Não é frustrante quando a empresa lhe nega aquele MBA tão sonhado, ou o treinamento de vendas que você está certo de que vai alavancar o…
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Margin with goals
Hi, We created a deal's field to track margin of a deal. To follow activity of our sales team, we track their margin monthly goal : So we would like to create on Pipedrive a monthly goal of this field. Unfortunately, the goals are possible only with number of deals or values of deals. Is it possible to create a new feature…