-
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…
-
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…
-
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.
-
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…
-
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…
-
Is there a way to track "new contacts added" in the Insights section?
-
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
-
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…
-
I created automation that sends email to new lead. I would like to measure email performance segment
Any idea how to do it?
-
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…
-
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…
-
Need new Insights report
we use the Sales Documents feature. and Insights reports, both great. Here is our issue: Insights reports ONLY show DEALS. which is good for some reports. However a report we require is: Show all deals that had PRODUCTS created OR Modified during a timeframe. AKA what was the value of deals/quotes we did. last week based…
-
Email Insights are live for all users!
You can now answer questions like: 1) How many emails were sent (or received)? 2) Of all my sent emails, how many were opened (or clicked)? Simply go to Insights > Add Report > Activity > Email Performance to start creating your first Email Performance report. Customize your report as needed and then add it to your…
-
Report by product
Is there a simple way to report by product type? we have created a field with product in
-
파이프드라이브 가이드: 인사이트 보고서에서 오류 '이 보고서에는 프로페셔녈 플랜 전용 사용자 지정 필드를 포함합니다'
질문: 인사이트 보고서에서 다음과 같은 에러가 납니다. 어떻게 해야 하나요. 이 보고서에는 프로페셔널 플랜 전용 사용자 지정 필드를 포함합니다. 답변: 인사이트 보고서에서 '사용자 지정 필드'를 사용하려면 '프로페셔널 플랜'으로 업그레이드 해야 합니다. 2021-09-01 업데이트 * 사용자 지정 필드를 접근하는 인사이트 보고서는 프로페셔널 플랜에서만 가능합니다. * 사용자 지정 필드에 접근하는 필터의 경우, 프로페셔널 버전이 아니어도 사용 가능합니다. 자세한 내용은 여기를 참고하세요.
-
Insights is upsetting!
Having significant issues understanding the insights tool. What fields count as custom and can be displayed in the insights tool? Why when I have fields that do the same thing some show up and some dont? Why is this tool so hard to manipulate? As a partner, this is the first part of the tool I have struggled with.
-
How can we best keep track of lead sources and channels?
We're using our PD for the whole sales process from MQLs to Customers and we would like to keep track of details such as which marketing channel they used, which source they came from and also have the reports for this. Are there any handy tips how to do this?
-
Dashboard PRO
Ciao a tutti, vorrei sapere se il piano PRO consente di avere dashboard più avanzate. In particolare mi chiedevo se si possono mettere in relazione i dati dei preventivi venduti/emessi con le caratteristiche dell'organizzazione di riferimento (ad es il campo Regione, Num dipendenti, Fatturato, ecc.). Grazie dell'aiuto,…
-
Anyone is using a cool app from the Pipedrive Marketplace for reporting & building dashboards?
I feel like the insights section of Pipedrive is fairly limited in its flexibility and customization. Thanks ✌️
-
Goals - usability testing invitation 🎯
⚠️ Update: we've filled all the vacant spots for this round of beta-testing. Thank you everyone for your quick response and availability! Hit the "Join Channel" button on this channel for access to more beta-testing and research announcements. ⚠️ **************************** Hi everyone! We are currently working on adding…
-
In Case You Missed It - November 2020
https://pipedrive.hubs.vidyard.com/watch/VFNqNRwLfyy85k5i2qM1W6?In case you missed it - we've got Web Visitor tracking, expansion in Taiwan, and better reporting for your Products. You can now see which products are selling more than others - and who is selling each product more efficiently. Read more about it here: 🇬🇧 In…
-
Lead source and tracking
I have been tracking the lead sources (both inbound and outbound) in a custom field like SEO, PPC - Gooogle, PPC - Facebook, Referrals, Outreach etc. I would like to get a bit more detailed report on these sources. For example, for inbound leads - it could be Phone call, Email, Live Chat etc. It's more like nested sources…
-
Community Roundup: Volume 4 🗣️
The Sales Community has again been filled with awesome conversations between salespeople and users. Check out the links below to see a handpicked selection of some of the most interesting discussions and join in the conversation! 🔎 Lead Source and Tracking 🔎 What App Are You Using for Leading Sales Meetings? 🔎 Lead Entry…
-
Insights 🔍
09/01/2020 What is "Insights"? Insights are the new (and the only in the future) reporting feature in Pipedrive which combines Dashboards and Reports into one. Later, the Goals feature will also be moved under the Insights. Why? Reporting is an essential part of the growth for sales managers and also for sales reps. It's…
-
Insights improvement: columns can now be added and removed
You can now add/remove columns within the Insights table under any chart (column, bar, pie, scorecard) or directly in the table view (all changes will be reflected in the table under the chart as well). How do you do that? * Click the cogwheel icon like in a list view * Tick/untick the boxes to add/remove your desired…
-
Exporting WON deals from Insights to Excel
Update: Exporting Reports from Insights is live for all plans! I used to be able to export WON deals to Excel from the "Progress" tab. Now "Progress" has been replaced by "Insights", I do not see an option to export reports to Excel from "Insights". How can I export WON deals to Excel from "Insights"?
-
Adding more custom fields within Insights table
Is it possible to use more than 3 custom fields when using the Insights table function? I can only seem to use 3 despite having others added. Cheers.