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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
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I think we need the option to be able to track emails on the filters. A way to filter contacts that
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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.
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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?
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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…
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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…
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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…
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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
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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.
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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…
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Hi,
Is there a way to set a floating period on reports ?
Hi, Is there a way to set a floating period on reports ?
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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?
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Date Filter on top of insights page
Today the "dashboard" page have a date filter on right top that we can see data weekly, mothly or daily. But i know that this page will expire early so my suggestion its about keep this filter there.
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Add a way to track emails on the filters. To be able to filter contacts that have opened an email.
Add a way to track emails on the filters. To be able to filter contacts that have opened an email.
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Dear network, do you know if the ESSENTIAL subscription allows efficient reporting or do you recomm
Dear network, do you know if the ESSENTIAL subscription allows efficient reporting or do you recommand to upgrade the subscription level? thanks you for feedback !!
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Lost reason combination of predefined and free-form
Hi, We have setup PD to allow for predefined Lost reasons, but also allow entering free-form lost reasons in addition to predefined options. This allows us to both have structure for reporting purposes as well as more qualitative data on the reasons lost. See screenshot 1. This works well, however now want to use the List…
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Why does reports combine different pipelines?
If I have a company in a pipeline, and then move it to another pipeline b/c their focus changed, they will still show up in reports for the original pipeline. This makes it very confusing when I want to know just what is currently in my original pipeline. After all, I moved the company out of the original pipeline for a…
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Building interactive Dashboard for free using Pipedrive data
Are there any B2B platforms you guys are using to visualize Pipedrive data? If you want to visualize your Pipedrive data, check out my guide to build your whole data analytics stack out of it here. Build Dashboard from Pipedrive data
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New chart type available in Insights! 📈⚡️
Users can now create a scorecard report, which gives a single KPI number to focus on! * Will be available for all report types * Average deal value will be added as an options More info coming! 🚀
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Sharing results with others?
Hey there! I am Seda, a Product Manager in Pipedrive. Did you know that you can share your results with others (including non-Pipedrive users) through a easy-to-create link which updates results in real-time? Here is a blog post offering more detail and any feedback or comments are very appreciated.…