-
Add Custom Fields to Goal Report
Seems pretty crazy that PD offers custom fields yet we can't generate Goals from this data
-
Importing Organisation relationships
It would be really handy if via an import you can assign the organisation relationship, currently workarounds have to be made which takes you away from using the native relationship management feature, also because you cannot do anything with that feature, apart from viewing and exporting via the back end. I have a client…
-
insights enhancement
Hello, It would be interesting if in 'goals' insights, when we want to set goals for activities, they are not necessarily linked to a pipeline but apply to all activities through Pipedrive (contacts / organization / leads…). Thank you
-
Filter by Stage in Insights
Hello… I need to create a report where it only shows the Lead Prospects or any other stage after that. I can only show one stage in "Leads", all the other stages have "Leads", "Leads Prospects", etc. For example, I need to show in the report only the second-to-last stage, but what it shows in the report is all the stages…
-
Coming soon in Insights: More data available in report filters
Hi from the Insights team, Wanted to give a heads up that we are currently in the release process of making more data available in your report filters. Earlier this year, we released the possibility to add cross-entity fields in table list views, now we will be adding the same fields in the report filters. Therefore, you…
-
Weighted value report
How can I do a Pipeline report with the combined weighted value of the deals?
-
Request for Including the note content field in the insights report section
It will be really convenient if you could add the Notes field in the Report section. It helps us to visualise the Notes along with the other data fields such as update time, next steps , deal value etc. For Generating report note content should be added in the insights report section. Exporting the notes or individually…
-
How to Display Delayed KPI Results in Pipedrive for Weekly Updates?
I need assistance with displaying two KPIs in Pipedrive that involve a delay between the initial action and the resulting metrics. Specifically, I need to track: The percentage of setter calls conducted in relation to the number of emails sent. The percentage of customers requesting our pitch in relation to the number of…
-
Rolling Reports
Hello All, Is there any way of making a rolling report? Each financial year we have to set up a new reports on insights that is exactly the same as the previous year but with the new dates. There is currently options to choose dates like : Is there any way of adding an option for financial year as a drop down? Any help or…
-
New: Source of the Deal / Lead
Hi there, Pipedrivers! Soon, you'll have more valuable insights into the origin of your deals and leads directly inside Pipedrive. What: The new Source field structure shows you where your Deals and Leads originated. You can use this information to better understand the ROI of your sales and marketing channels, such as…
-
Lack of Goal Customizations - as of July 2024
In general, creating goal reports is very restrictive but I just want to focus on one point due to urgency: We are trying to create a weekly goal based on number of calls. This goes well until we need to go back and record a call made last week that we forgot to record or didn't have time to record. However, if we record…
-
New organization report
Any idea how to make a report that shows how many organisations have been "transformed" for a confirmed customer, let's say this month? Organisations and persons are already created when we find the specific potential customer and do not know yet if it will be a customer or not.
-
How to Track Discount Trends?
Hello. I am trying to track metrics such as, average discount, which reps are giving the most / least discount, etc. Unfortunately, I don't see a way to display the "Discount" field in Deals or Insights. Any ideas, please? Thanks!
-
Email tracking insights
Pipedrive is so powerful with the automations… the one area that is lacking is the email tracking analytic insights . I'd love to be able to have a report of email opens and clicks so I can make data-driven decisions. I don't think this exists. Right now, I can only see analytics by each individual email and it's great…
-
Custom goals using custom fields
I think it would be great to create goals based on custom fields we have created. A critical and fundamental example to my business is commission. I set my monthly and yearly targets based on commission, and I can't replace it with deal value as I also need the deal value to be present and is essential. I work in real…
-
New: Combine data across entities in Insights reports 📊
Hello community! The ability to create reports combining data from different entities is rolling out to all companies. Here’s what you can do: Add contact person, organization and deal fields into a leads report Add contact person and organization fields into a deals report Add deal, lead, contact person and organization…
-
How to report webform submissions?
We have written several Books. Webforms within pipedrive make it easy for us make the books available. And I love that notes are generated to document who downloaded what. Is there a way to create a summary report that shows which ebooks are the most popular? Or a detailed report of who downloaded each ebook?
-
Sales Emails Reporting
Pipedrive 'Campaigns' is great for marketing emails, but salespeople have to write emails as well, to unsubscribed people. The reporting for sales emails is very basic and missing critical pieces like bounce rates, reply rates, attachment opens, unique opens. We can see how many times someone opened an email, useful, just…
-
Is there a way to export the summary part of the report table?
I can only get the export option when the "Deals" tab is active, however there are some scenarios where it would be helpful to export the "Summary" tab contents to a spreadsheet.
-
Line chart
Is there a way to create line graphs in Pipedrive reports?
-
Product quantity in reports (Insights) is NOT product quantity
When you make a deal report you can show product quantities. BUT that product quantity is just how many deals that included that product not the real quantity of the products in the deals. Please make it possible to measure how many total products that is used in the deals.
-
Reporting: Combine pipeline stages
We use pipedrive to manage stages of the sales process, and we have multiple pipelines depending on region, and each pipeline has exactly the same stages (i.e. stage names). How do I combine the values of stages from the different pipelines? The best I have been able to do is create a table and split it by pipeline, but I…
-
Automate / API export insights data
Hello community, I'm interested in knowing if there's a method to automate the export of insight data or if there's an API available for this purpose, allowing exports on a periodic basis such as weekly or monthly. Could anyone provide guidance or share their experiences with this? Thank you!
-
"Show on Map" Feature for the Dashboard
Any talk of being able to add a map report to the insights dashboard? Would be awesome to have the existing Google map of all deals (total, current, won, lost, etc.) that you could drop on the main dashboard and have a quick view of all deal activity. I feel like this should be easy since all of the Google map integration…
-
How to create a list of won deals by customer
How do I create a list of sum total (£'s) of deals won by customer in specific time period?
-
Email opens and clicks visibility to all team members
We've been working on a complex Pipeline process that includes email automation and we've noticed that the email tracking events are only visible to the actual sender of the email. Other team members can see the email in a deal's history but cannot see whether the email was opened or clicked. This is unfortunate as we all…
-
Marking activities as "Missed" or "Incomplete"
Some activities are time sensitive and can only be completed by a specific due date. If those activities aren't done on time then you can't "Mark them complete" but since you can't complete them they'll currently just linger on your "to-do" forever. It would be helpful to be able to mark an activity as "Missed" so we don't…
-
Reports across Multiple Pipelines
Hello, I currently have a sales process for a B2B SaaS and we recently shifted from 1 big pipeline to 3 shorter ones. Here were our stages * Lead-in (We can't use Leadinbox because you can't filter by address) * Cold * Warm * Reschedule Demo * Demo Set * Set Trial * Onboarding * Monitor * Ready for Close We used to have…
-
Can you run reports (Insights) on new products created?
New business within my company, is new customers, but also existing customers buying new products, each customer has their own unique products, so I have add new products for each enquiry, therefore I would like to run a report of 'new products required' and in turn that will show me new business growth.
-
Deal and Activity Reporting Question
Our team is fairly new to PipeDrive and working on developing metrics and reporting for senior leadership. We are looking to build reports or a dashboard to show us the following for each of our Leads and Deals Aging Analysis Number of Phone Calls Made Number of Emails Sent Number of Activities to date Activities Planned…