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New Organization Added on Insight
Is there/will there ever be the option on insight to create a chart of "New Organizations Added?"
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Sales Leaderboard
Is there any way I can create an insights report that highlights team members and their daily sales won? Ideally this can be a live report and move the team member up or down the list depending on their performance.
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Would be very helpful to have a deal Overview available for reports in the Dashboard.
The context available here would be very nice to see. It exists in regular table columns, but having the overview in the dashboard means people seeing a deal listed would know context to the deal and help out team outside of the CRM know what's up.
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Deal value spread over time.
Hi all, first time posting here. I want to be able to split a deal value across multiple months, this would provide a more accurate forecast. Currently, it appears I can only do this by just replicating the project over and over again (which for 12 month retainers is annoying). The trouble with that is then it will skew…
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I am trying to create a report that shows new deals created over time. I would like the a bar chart
I am trying to create a report that shows new deals created over time. I would like the a bar chart to be segmented by week. A trend line showing the trend of deals created by week overlayed on the bar chart would be very useful as well. Can anyone tell me how to create this report
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Proposal sent export to excel
We can't create now (we could before), the list of proposal sent in last week. We can't even see easily such list in Insights. It used to work with couple of clicks - now - no option. Will it come back? Thank you. Best, Joanna
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I was hoping to produce a list of our top 20 accounts, sorted in descending order by the revenue the
I was hoping to produce a list of our top 20 accounts, sorted in descending order by the revenue they have brought in. I can get a list of all deals, but it doesn't sum up by organization. Wondering what I am missing to make that happen. I'm a bit of a newb to reporting, so appreciate any guidance. If this is covered in…
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Revenue Feature
Is the revenue feature in a deal only for recurring or can it be used for One-Time revenue? It's making one-time revenue recurring automatically.
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KPI's in Pipedrive
KPIs - how do you use Pipedrive to create / monitor the performance of your sales team? Many things changed in pipe over the past two years and I cannot find things that were there before. Thanks for your help.
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Insights Dashboard: quick filters now available for all users 📊
You can now filter your entire dashboard by different time periods and/or users (including teams). Changes will be applied across all reports in a chosen dashboard. How does it work? * Live for everyone, in all plans * Applied changes are saved to the dashboard * User can remove the quick filter and then reports get to its…
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Is there a way to pull product information within Insights or some other form?
Has anyone found a way to filter projects with products on the deals? Ideally, this would be available within Insights, but it's not an option. We would like to pull product numbers for stock projections and the type of products being quoted.
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Products in reports
It would be nice to see the products in deals in reports and insight
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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,…
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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.…
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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…
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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.
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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…
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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?
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@Mike van der Valk how can i track and report using labels please. cant find anyway of doing this..
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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…
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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…
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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?
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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?
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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
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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?!
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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.
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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?
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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