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How to fetch conversion rates from Pipedrive API accurately?
Greetings everyone, I can already view insights on funnel-to-funnel conversion rates under the insights tab, as seen below: I intend to get the figures in between ("circled in red") using the Pipedrive API. Found in the docs that we can use the /pipelines/{id}/conversion_statistics endpoint to fetch this data, hence I'm…
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How to get Customer lifetime value (CLV)?
Hi guys, Is there any easy way to get the customer lifetime value on PipeDrive? I want to see how much each client is paying per year. I know PipeDrive has subscription revenue now but that's for recurring projects. We mostly do one-off projects and I wanted to calculate what's the average clients are paying every year.…
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Automated daily reports (per email)
I would like to have an automated daily email report on activities and turnover related figures from my team, per team member in comparison and as a total.
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Project Progress Circle
For the projects pipeline, instead of having colored circles indicating project health/status' it would be nice if there was a percentage metric based on tasks completed. This could also then be pulled into the dashboard project reporting. It would be helpful if anyone could open the projects pipeline and have the…
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Insights para resumo
Olá, preciso gerar um relatório da média de vendas. Os dados aparecem em Resumo mas não tenho opção de gerar gráfico. Poderiam rever? Muito obrigada
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Share Dashboard by email
Currently there is no option to share the dashboard by email. Gathering the data and organizing it in a comprehensive way is needed to drive commercial decisions. Having this scheduled to be received on a weekly basis helps on expediting the whole process and avoid emails, etc. So, I wouldn't be raising this if it's not…
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Source channel field in the Deal Conversion Report
I was so happy when Source channel field finally appeared in Pipedrive. But I've discovered that nothing is displayed when i select the Source channel field making a Deal Conversion report. that is weird...I can see how many Leads were converted into Deals but then I can't see how many of them were Won. Means I still have…
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Reporting - Cross Entity
Now that we can create reports with cross entities in one report, it would be good to be able to segment by and then choose if its Lead, Deal, Org or People data to segment by. Currently its only based on the report type and the originating entity
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report deals per time period
Hello, I am looking to create a report showing new deals per time period and per day of the week. Eg, I need to know how many deals were created between 7am and 9am, 9-11, and so forth. We are looking for trends we are testing with Google Ads. Is ther a way to create a report like this?
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Creating Line graphs for comparison in Insights
The ability to create line graphs and combine reports into one graph, for comparison, trend searching etc…
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Trying to run a Person report with a "new" label added
Hi, I added a "new" label to both Person and Organization called "Holiday Gift" and I am trying to test running a report on that label but none of my test people or orgs show up as a result. However, I added a "Current Customer" label awhile ago and the person with that Label is showing up. Does it take a few days for this…
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Include Projects in reports / dashboards
Hi It would be really useful to display dashboards for our projects now we have launched this for our project management. Even just a view of the project board would be great.
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Reporting on multiple pipes in the same graph
Hi there, I've split my sales and renewals pipes to ensure I have the right stages per deal. I now cant report on sales and renewals combined, I can only report on them separately. Is there a trick to this or must I continue to display each pipe's $$ on separate graphs?
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Add "Date Entering Stage" to Insights
Please add the ability to use "date entering stage" in insights. This functionality is possible in the deals filters, but it's not available in any of the insights. We are a service based business and have many deals created for follow up or quoting purposes etc that may take an extended amount of time to move forward, or…
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Product reporting
Hi all, I was wondering if there are any possibilities to have a more detailed product reporting. I have a lot of deals which contains several products / variations and would love to have the opportunity to breakdown the total deal values into orderlines (quantities, value, number of products). If not available in…
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Calculando Relatório de Progresso
Não sei se seria somente eu que penso assim, Mas o Relatório de PROGRESSO DE NEGÓCIO deveria conter também um campo de conversão, na minha opnião é o unico ponto ruim do pipedrive, onde tenho que apelar para o power bi. Olha como seria bacana - de 2310 Leads, 901 foram qualificados, desses 901 somente 116 foram para…
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Average for numerical Custom Fields
I am trying to make a report on the average for a numerical custom field so I can look at the average of that field over a specific time period. This should be an easy feature to add and im shocked Pipedrive can't do this, and surprised this hasn't been requested by other users.
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Allow choosing the number columns in Goals report
Regular reports have the option to choose the number of columns you wish to display. However, Goals report is not like that. It does not allow to select the number columns (it still allows to select colours as in other reports). I need this to fit all columns in a single graph rather than cycling through pages.
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Add OR Filtering Logic to Insights
I'd love to use the Revenue Forecast report to do what-if analysis in Pipedrive, but this is not possible with the current filtering capabilities. For example, the default filter criteria on this report includes all Won and Open deals in the current forecast period. I'd like to be able to add filter criteria to only…
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Reports: "Contains" or "Does not contain" for a multiple options custom field
Hi, Would it be possible to add an option to the drop-down menu in a report for a multiple options custom data field so that we can select "Contains" or "Does not contain" like we have in filters? The options "is any of" or "is not any of" which are available now for reports does not allow the same functionality, since…
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How to create a report that shows how many Organizations my company has contacted
In the Insights section, I want to create a report that shows how many Organizations my company has contacted. For example, I want to know how many Organizations I interacted with in Pipedrive this month.
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Bulk Import Products Into Deals via CSV
This is a CRM - I would like to know what my customers have ordered in the past so when they call I don't take 5 mins to pull together their order history. Can Pipedrive please add the ability to add multiple products to deals via CSV import? Our ability to slice and dice this data and upsell customers based on previous…
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Recommendations on best use of Leads vs Deals
Hi everyone, I'd love your input on the following question please. 🙏 Thank you in advance! When using Pipedrive, is it best practice to enter all enquiries a business receives initially as a New Lead so that the conversion of leads to deals can be tracked? Or if a hot lead comes in, is it okay to enter it directly as a…
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Insights Activity Progression
Hi Community, I'm wondering if anyone can help with a report I'm trying to create. A PD user has multiple Activity Types (Call 1, Call 2, Call 3 etc) and are looking to create reports to show how many Call 1's resulted in Call 2's / How many Call 2's resulted in Call 3's etc. An alternative way to look at it could be of…
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New: API usage dashboard 🚀
Happy Monday, community! You can now track your company’s API usage over time directly from the Company Settings page: Admin users have access to an API usage graph showing the number of requests over the past 30 days Detailed breakdown shows up to 10 applications with the most requests and 10 users with the most requests.…
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Cannot Delete Custom Fields
Hello, I created a few custom fields for deals. I later decided i no longer need some of them. I have deleted them, and they no longer appear on the custom fields settings. However, the fields and their data are still appearing on my insights reports. Before deleting them, they were appearing as duplicates in my reports,…
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Report to monitor Pipeline value & weighted pipeline value over time
We are logging these numbers on a weekly basis and plot it in excel and report to our shareholders. It would be great to have a graph that automatically produces this.
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How to get a detailed view of a pipeline phase for reporting
How do I get a detailed view of a pipeline phase for reporting? Thank you, Lory
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Shared report visibility
Hey! I´ve created a new report to show my colleagues all accounts they own. When I share it to them, they can only see their accounts and not all of them. Do you know why? Or how can I change that? All users have same permissions.
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Permission Sets to move Deals across stages
It would be great to have a feature that will limit the users who can move the Deals from one stage to another. Alternatively, a system to get a manager's approval before promoting a Deal to the next stage. I believe this would be helpful to make sure users are not falsely/mistakenly updating Deal Stages. This would also…