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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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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…
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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…