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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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Insights for Projects
Hello, Our sales team uses Pipedrive and has found it useful so when they suggested for our implementation team to use it, we have started testing out the projects page and also trying to create reports/insights for our team. I have contacted support about this and they have suggested that I submit feedback here about this…
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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…
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How to limit access to who can move Deals across stages?
Hi, I've encountered a situation where users often move the Deal to a particular stage by mistake and immediately correct it. When I go and check in the insights, even the wrong movement shows up as one count for progression and messes up our KPIs. Is there a way to control who can move the stages? Or perhaps filter the…
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Multi-country instances and single reporting
Can Pipedrive be set up for multiple countries with multiple users that are integrated so I can have a whole of company (many countries) view and reporting? If so, are there any links to tutorials?
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Editing Report Permission with one Button Click
It'd be nice to allow Everyone permission to edit instead of just being able to view a report. Currently, you have to individually click each user to allow them to edit instead of being able to just allow everyone to edit
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Automate Report Exporting
I would like to suggest the feature to automate data exporting via the current automation system. Today, I have to go daily to the business tab, filter, and manually export the filtered results. I use the exported data to perform some internal analyses and cross-reference the data with other spreadsheets that I have here.…
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Gráfico de acompanhamento da evolução da Taxa de Ganho (line graph)
Atualmente no relatório de Conversão é possível analisar os dados de conversão entre etapas do Funil e uma taxa de Ganho Global. Gostaria de avaliar a possibilidade de ter um relatório específico para "Evolução da Taxa de Ganho", como um gráfico de linha de tendência, com pontos conectados. Isso ajudaria eu e meu time a…
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Feature request - skip a stage
Hey there, so I think that's something that Hubspot has that I feel is missing in Pipedrive. Essentially, I have a stage for a "pilot" and some customers go through it (they need a trial before fully signing on) and some skip it and go straight to my last stage "Paying Customer". However, Pipedrive in Insights cannot…
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Add a line chart
Currently, the only type of chart available is the bar chart, which is completely uninformative and useless for analyzing the performance of the entire team or comparing metrics with previous periods. I propose adding a line chart – it was introduced in 1786, and it's very strange that it isn't present in a specialized…
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Report from two entities
How can I build a report that takes information from two different entities. Specifically, I would like to list all activities in a quarter and show the value of a custom field for each contact of each activity.
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Line Chart for Insights
Is there a plan to add the Line Chart functionality to Insights? The current chart types are great but we also need to display the performance data in a growth trajectory format and having a line chart would be extremely helpful. Exporting the data is a good work around, but isnt very efficient if we are trying to maintain…
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Insight must provide ability to cross reference multiple entities (like the filters)
The Insight module is very limited and doesn't allow to cross reference entities. For examples, I would like to have a deal performance report segmented or filtered by custom fields at the organization or the person level. This feature is available in the filter from the entity views (organization, person, deal, etc.).…
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How do I run a report on PipeDrive which tells me how many calls have been made to our client base.
How do I run a report on PipeDrive which tells me how many calls have been made to our client base.
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Projects report
Hi team! I´m trying to create a Projects report but it´s not possible, and also I´ve tryed creating a organizations report that shows all related projects but it´s not possible as well. Any suggestions? The idea is to know how many projects we´ve per organization. Thanks!
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reports between pipeline
I would like to be able to create a report to track a deal that moves between different pipelines. To measure among deals passed through a pipeline, how many went to the next pipeline, how long a deal stays in a given pipeline...
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Monthly goals per product
Hello, Is there a way to create a sales goal per product vs what has been sold? Thank you!