-
Pipedrive reports: when should I use Deal Progress and Deal Duration?
When analyzing your sales pipeline using Pipedrive reports, Deal Progress and Deal Duration should be your go-to reports for insights on deal progress and efficiency. Understanding the differences between these reports is key to optimizing your pipeline management. Deal Progress report Purpose: To display the movement of…
-
Splitting the Value of one Deal for several months
I often deal with a problem when a duration of my deal is more than a month, but all the value is counted for one specific month. So I can't plan Goals correctly. So it would be great if, after winning a Deal, Value could be splited into several months.
-
Forecast deal with 2 payment dates
hi I am trying to forecast a deal and be able to show the instalment dates on the forecast report with my own chosen dates. I have updated product and instalment dates but can’t get this to show on report. Tried to resolve on chat but to reply today. Any help much appreciated as this was primary reason for taking pipestone…
-
Pipeline deal values & forecasting
Good morning. I'm wondering if someone can help me with pipeline deal values and forecast reports. Currently, when we set up a deal we annualise the potential contract amount so for example if the contract value is worth £100,000 annually that is the figure we would input into the deal value. However, the first order could…
-
Deal report that has a target goal for deals closed
I'm interested in learning how to create a deal report that shows number of deals closed by month and also includes comparison to a goal, so having a goal of closing 100 deals per month and being able to see how you did in relation to that goal each month, thank you!
-
Why can’t I see all my data on the Insights Table View report? A quick guide
Ever wondered why not all your data seems to show up in Pipedrive Insights’s Table View under your Insights reports? Don’t worry—it’s not a glitch but a clever design choice called pagination. To keep your Insights reports running fast and smooth, the Table View loads data in batches of 100 items. As you scroll, the next…
-
New leads as goals
Does anyone know how to set "new leads" as a goal? I.e. 5 new tangible leads per week.
-
Your feedback is needed to bring our AI assistant chat to the next level 👨🏻🔬💬
UPDATE: This survey has ended and the link has been removed. Thank you all for participating. Hi Pipedriver, We're working on developing an AI assistant that you can chat with and ask help from in your day to day sales job and in relation to your sales data. We're curious to learn what kind of knowledge you would like the…
-
Note Reporting
I would like to be able to produce a report based on notes added and completed meeting notes on a weekly basis - this is to give an overview of the sales persons weekly activity. As it stands, we only seem to be able to report on deal/activity progress
-
Comparing data over previous periods of time
Hello, While I used to enjoy more the previous report system, I'm adapting to the insights system. But the missing compare to previous period feature is killing me. For me it's a basic sales analysis. I would like to be able to add another axis to my charts to compare to previous periods (last 6 months or same period last…
-
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…
-
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.…
-
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.
-
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…
-
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
-
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…
-
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
-
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?
-
Creating Line graphs for comparison in Insights
The ability to create line graphs and combine reports into one graph, for comparison, trend searching etc…
-
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…
-
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.
-
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?
-
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…
-
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…
-
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…
-
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.
-
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.
-
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…
-
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.
-
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…