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Hello all, I'm trying to get some help with setting up some insight reports. Any experts able to hel
I want a report on my dash board that allocates VALUE to every ORGANISATION i've ever closed a deal on. I.e, at a glance, WHO are my biggest clients, in order of VALUE? I.e, who has paid us the most, and who the least. Would appreciate any help, thank you. I can't work out these rules :)
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Can you report on leads from within the insights section?
Can you report on leads from within the insights section?
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Insight feature update – How to take a “Picture” of the sales funil in a certain month
The insights feature enable us to create multiple deals analysis. I wanted to have a visibility of how was my sales funil in other past moments. However, Pipedrive does not allow us to see the data disposed in that time, only how it is today. We would like to have this visibility of the sales funil in other periods of time…
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Insights: Pipeline Report Changed Order of Categories
Hi Pipedrive team. For months I had a pipeline report that ordered the results appropriately (won on bottom, lost in middle, open on top). The other day it randomly flipped the order and it makes the report much harder to understand (see image). Is there a way to get these back in their original order so it makes more…
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How to push a Pipedrive insights chart to a Slack channel
Hi PD fans! Can u help me with tips how can I push/visualize a PD insights chart to a Slack channel? e.g. this one.
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I've incorrectly moved some deals into the wrong column - how do I delete them from insights reports
Hi PD community, I've moved some deals through PipeDrive and incorrectly put them into a column board and then subsequently deleted them. Now on my insights summary page it is showing them as 'demo booked'. It is messing up my figures but I can't seem to source them and delete them. My questions: How do I delete things off…
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Goals Dashboard Report
HI All, I noticed that PD will divide an annual #Goal (Target) by 12 (months) which won't work for us as our team's goals change (ie over December and January, they get half targets/goals, when they are new and have just joined, their target slowly grows over the first 4 months), however if I set their goals manually on a…
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Insights Dashboard not populating fields
Hi There - all my insights dashboards have not populated data for the last 24 hours - is there an issue ?
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Products now available in Insights! 📦 📊
Products are now available in the Deal Performance report, for users in the Advanced plan or higher. They're finally here! 🎉 What can a user do? * Filter Deal Performance reports by Products * View and Segment results by Products * Measure results by Product value and Number of products 🧑🏫 Use our Knowledge Base and…
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📽️ Webinar | Beautiful reporting, actionable insights | July 28, 2021 📊
https://pipedrive.hubs.vidyard.com/watch/Ae5kqjtpa1CF1gDA46C4eH?If you were not able to catch the live webinar last week, or just want to watch it again, just click play ▶️ 🔔 Follow the Events topic to never miss out on what's coming up in the calendar, and the Webinars topic to catch up on past webinars 🔔
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Can new reports be added at the bottom of the dashboard?
With the current setup, we have to manually drag the report from the top to the right place, thus making it a required activity every time we add a report.
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Provide fields and rounding options for the Scorecard report in Insights
What would be really helpful, is to be able to create a Scorecard report that shows e.g. [Name]: [Actual]/[Target]: Jon: R16million/R23million Sandy: R21million/R28million
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Business Improvement Manager
Can you filter insight reports to only show activities that are linked to an organization and a person?
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⏰ Webinar: Beautiful reporting, actionable insights | July 28, 2021
Join Pipedrive pro @James Campbell and Product Manager @Seda for a discussion and Q&A session on how to use our Insights feature to create visual reports that point the way to improve the performance. Date: Wednesday, July 28th Time: 7am PCT / 3pm GMT Register now 📍 🔔 Follow the Events topic to never miss out on what's…
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Organization/Contact Insights
Hi... I'm needing to run reports on Organizations and contacts added but there doesn't seem to be any way on insights. Looking at previous requests here its mentioned that it is being developed. Can you please give an update as this is critical as we grow as a business and we need to track activity.
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New: Insights internal sharing for all plans! 📈 🤝
Internal sharing is available to all users in all plans. For whom? All users, in all plans. How does it work? You create a dashboard in Insights, share it with Alex, now Alex sees the same dashboard in their Insights view. * All roles can share; * While sharing a dashboard, all reports within it are shared too; * Other…
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New: Insights introduces rolling periods 📊
What? You can now set automatic rolling and relative periods on your reports, past and future. New periods are added for all date-type filters and are available in: * Report filters * Dashboard quick filters * Goal filters When? Deploying today across all regions. For whom? All users and plans. 🔔 Follow What’s New? to get…
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Deals per month without criteria
I would like to know - for instance in April 2020 - how many deals were open (nor lost nor won) by stage (colors above)? You still can't display that. What is the problem? The change of the stage maybe. You then could look in which stage the deal was most of the days. Is there somebody that found a workaround? Or you,…
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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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Report of Deal Products?
Hi We would need to separate our Deal values in, mostly, fixed retainers and sales commissions. I'm trying to implement Deal Products to handle this, see print screen. BUT, are there any ways to view/export this data? Eg, i would like to see all our Deals' commission value (not only the total Deal value). My preferred…
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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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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…