Insights (Goals / Reports / Dashboards)

Products in reports
It would be nice to see the products in deals in reports and insight
How do I get statistics of when a deal moves down the pipeline?
We have four steps in our pipeline = new lead, lead contacted, meeting, proposal made. I need to be able to pull an overview of the date the lead was moved into the "meeting" step and when a lead is moved into the "proposal made" step. Preferably with a value stating the user who moved them. Is this possible? And if so,…
Measuring CHURN/ARPA via subscriptions/recurring revenue
Hi, As SaaS company in a scaling up stage, we have almost 200 subscriptions added to PD. We were so thrilled this feature was added. Thanks for that. At this stage we are experiencing more and more the limitations of this feature. In general we'd like to have much more insights on the history of a customer's subscriptions.…
Measuring funnel conversion from one stage to another (not in order)
Hi! We have three pipeline stages that are different radar categories. Basically, when we want to keep an eye on a lead they move to one of these stages. I would like to measure how many of those leads move back into the pipeline. Essentially I want to know the conversion from "radar" to "meeting" for example. In our…
RELATÓRIO DE INSIGHTS - INCLUIR TODOS OS CAMPOS NAS COLUNAS DO RELATÓRIO
Fica a sugestão. No relatório de desempenho, por exemplo, aparece apenas alguns campos na tabela. Seria interessante adicionar qualquer campo de interesse no relatório para evitar entrar negócio por negócio para extrair uma informação dentro de um campo específico. Em relatórios anuais e trimestrais é inviável fazer isto.
Zichtbaarheid rapporten in "customizable dashboard"
Weergave in rapport Ik probeer een rapport (conversie per klant/organisatie) weer te geven in het customizable dashboard. Probleem is echter dat slechts een deel van dit rapport in het dashboard komt. Het rapport is namelijk te groot voor "1 view" en kan dus in het rapport zelf dmv een pijltje geswitcht worden tussen de…
Client Reporting
I am a commercial agent and organize my listings into deals. Is there a way to create a report of the activity inside the deal to send to my clients?
@Mike van der Valk how can i track and report using labels please. cant find anyway of doing this..
Access to Insight PRO for only one user of the account
I would like to hear from the community Access to Insight PRO for only one user of the account, since only one is a manager and for this reason he needs personalized fields to perform data crossings in an integrated way with Pipedrive. This well-used functionality generates growth in companies and in this way increases…
Need someone to make basic reports / dashboards
I sell. I need someone to create some simple reports. I have an IT background but I don't feel like learning the intricacies of the new Insights section of Pipedrive. So I am looking to hire someone to run some basic reports based on the custom fields I have created. I have the Legacy Gold Plan aka Advanced Plan if that…
Why has pipedrive still not fixed the issues with the insights dashboard, but instead now forcing i
Why has pipedrive still not fixed the issues with the insights dashboard, but instead now forcing its rollout to users via telling users to switch to the new menu 'feature' which, forces removal of the existing reports dashboard which is infiinitely more useful than the new insights?
Conversion Rate Question
Hi friends! Quick question for all the Pipedrive experts out there. Our sales process often requires salespeople to move their deals back and forth between stages. How will this impact our funnel conversion rate? Does it only measure conversion rate the first time a deal enters the next stage, or every time?
Is there a report or view in Pipedrive that displays revenue anticipated by month per their billing
Is there a report or view in Pipedrive that displays revenue anticipated by month per their billing
KPI's/Reporting Question
Hi, We are wanting to track the number of deals that are handed over from our BD team to our Sales team. We have one pipeline, stages 1 - 5 is BD & 6 - 10 is Sales. Is there an easy way to report of the number of deals that have gone from stage 5 or under into stage 6 or over? Does this make sense?!
Revenues - working with probability in stages?
Hi, I wanted to ask if pipedrive field revenue in deals are working with probabilities in stages when looking for some visual forecast in pipedrive.
Pipedrive webform reports?
Hey! My team members struggle with spending too much time analyzing data we receive through Pipedrive webforms. Exporting sheets and running custom analytics is a time consuming hell. Does Pipedrive plan any easy report summaries of data users fill in through web forms? How do you folks handle that?
Creating Dashboard Insight - Deals By Industry
should I be able to create a report that tells me opportunities by Industry? I do not see it (industries) coming up on the drop down list and am wondering if I am creating the correct dashboard (performance) type to allow the selection. Thanks and I appreciate in advance your replies
I think we need the option to be able to track emails on the filters. A way to filter contacts that
Question on mass email, activity, and report tracking in one go.
Does anyone know how to send a mass email that is connected to the activity tab and can be tracked? After sending a mass email, the activity of it wasn't tracked, I couldn't pull up a list of the people I had sent emails to either.
Possiblity to include a dashboard for the open rate, click through rates for emails?
Is there the possiblity to include a dashboard for the open rate, click through rates for emails?
Number of days avg in a particular stage
Hi All, I am looking to monitor the deal velocity of one stage in one pipeline for our reactive maintenance team. The team have a KPI for responding to client quotation requests within 5 days. I have been playing with insights & reports and can generate reports for deals that progress to a closed status (won/lost). But…
Question: Funnel Conversion Report
I am using the funnel conversion report to look at the actual conversion rate between stages. Now that we have more and more business from existing clients instead of winning from new clients, some of the deal from existing clients will enter the funnel at a later stage in the funnel. If more the projects are entering…
Custom fields are REALLY a double cost for my subscription?
I'm unhappy to discover that reporting on custom fields is 'Professional' plan only? Professionals features seem aimed at teams... But custom fields are a go-to solution for many - frankly - missing fields in Pipedrive, which relate to businesses of any size, including solo freelancers (like me). It's annoying to have to…
Reporting of leads, conversion on weekly basis
I have reporting in my business of new leads, leads progress to a certain stage, and likely conversions in the upcoming week. Can we have a report writer to monitor our track and control
Hotel Reporting
Hello! Wondering if there is anyone using PipeDrive in the hotel industry. If so, what type of reports are you using to report to ownership/direct reports on weekly/monthly/quarterly production? Would greatly appreciate any feedback.
Somewhere in Insights / Reports: Show the average amount of days deals spend in each stage.
I'm talking about information in the image above, but for all deals in a pipeline, as a table. As far as I understand this is only available to see in Reports > Deal velocity > by Stage in "Average days in the stage", but for some reason it only shows information for "closed" deals. Our startup is in B2B and only has a…
Hi, Is there a way to set a floating period on reports ?
Hi, Is there a way to set a floating period on reports ?
SaaS terms on dashboards.
How can I add SaaS terms to a deal such that it would be able to be presented on a dashboard? For example, I sell a B2B subscription for a 3 year term (already can do this when adding a product, quantity and term of 36 months to a deal), can Pipedrive dashboard reflect this type of information?

Insights (Goals / Reports / Dashboards)

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