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Suitedash
Pipedrive should really take a closer look a Suitedash. This app has a lot to offer and if Pipedrive really wants to compete in the full service CRM category then there is a lot of things they could possibly learn from Suitedash. Mostly with the client portal option, hose guys are on to something!
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Showing zeros in reports
Hi, It would be very helpful if you could show zeros in reports. For example activity report: Done activities from last week for Team 1. Now this kind of report shows only team members that actually had activities done last week. The ones that didn't don't appear on the report at all. Downside of this is that if you had a…
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Avg response time tracking
Hello! We simply would like to measure the average response time from our Sales Team That is a Key Performance Indicator for all Sales departments in all companies, and it would be great to have the possibility to measure it from Pipedrive
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insightsde comparação
Seria de extrema utilidade um formato de insights que permitice a comparação de filtros. Como o exemplo abaixo
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Pushing Insights to team members (reports and/or dashboards)?
Besides the sharing tool on Insights, does anyone know a way to PUSH a report to a user? I'd like a sales person's weekly dashboard pushed to them every Friday, for example. There don't appear to be any automations associated with Insights. I could send a recurring email every week with the link but I'd prefer the actual…
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Deleted deals appear in my reports
Hi, Looking into inconsistent data in a deal report, I realised some deleted deals are counted. The report is a histogram plot. Clicking on a bar opens the detailed deal list. One deal appears as Status = Won, but clicking on the deal page shows it has actually been deleted. There is therefore an inconsistency between the…
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Reporting or filter view for Lost Reason Comments
Would love to have the ability to see Lost Reason Comments alongside the Lost Reason. Lost Reason becomes a detail field in the deal record when a deal is marked as lost, but the comments become a note. It would be great to see them side-by-side for the purpose of reporting/insights. As of now, there's no way to see the…
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Web Forms - Know what form contacts filled out
We really need to know where the contacts came from. In other words, what form did this person fill out. I don't care if you guys want to put that data in the web form section by the submission and conversions or the insights section but we need it and I'm sure many others could use it too.
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Add the ability to measure conversion when converting a lead into a deal, and during further passage
The fact is that we (I think not only us) need to understand at what stage of the client’s passage through the funnel we lose him. To do this, it would be nice to see the conversion (in quantity and %) when clients move through different stages of the funnel from one to another. How many leads are created, how many of them…
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can i revert an update or changelog?
unfortunately last week we made a really bad mistake. we wanted to export the deals that entered the CRM on 1/1/2023 and after so we can add pieces of information on it. and then import it back. the problem is...when importing the deals we mistook Pipelines Mapping, so the thousands of deals entered ( by default ) the…
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Reporting
Does anyone else find the reporting functionality too limited, specifically for printing individual reports? I need to produce management reporting and at the moment I can only produce dashboards which can be PDF'd/printed. I can't do singular reports meaning I have to create a dashboard for each report I want to discuss.…
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Project Board - Shared
Similar with insights where you can share the dashboard and it updates in real time, be good to have a shared dashboard for projects where you can see when tasks / sub tasks & activities are completed or not...
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New: Insights for contacts (people and organizations) 📊
We are excited to introduce the ability to create contact reports directly from inside the Insights feature. See how many contact people or organizations were added to your CRM in a given period, segment them with filters and discover winning patterns. You can find out all the details in our Knowledge Base article here.…
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Custom Field Reporting from Organizations
Can someone help me understand why custom fields can't be reported on in Organizations? I would have thought this was a really basic function.... custom fields can be reported on from other areas such as leads, deals, etc so why not organisations?
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Custom Colors in Insight Reports
The insight reports can be customized to show a lot of helpful information. One issue I have found is that I can run 2 reports involving similar data, and the colors for the categories change from report to report. I would love to be able to assign certain colors to certain sales people, products, etc.....so that there…
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"New revenue" report
In our business, we invoice on a monthly basis with no set end date, so the value of our deals in pipedrive is the monthly cost for that customer. To get a better insight in the MRR, in all closed won deals, the subscription is also added, with a payment date set as well. Because it might happen that the contract is signed…
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How do I pull in the phone number field (person) on deal insights?
I need to pull a report to see the phone number of all deals started. Why is this not there? I don't get it.
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Why can't we EXPORT the Summary data in Insights?
I've used Pipedrive for 4 years and have made this request to Support so many times it makes my head spin. Every time I make the request, they say "mention it to the Community". Well, here goes.... Why doesn't Pipedrive allow us to export the list of Summary data in Insights? Why do I want this so badly? Product sales…
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sales consolidation of commercial team / Consolidación de ventas del equipo
Hola a todos!. Estoy tratando de hacer un informe que consolide las ventas de todo el equipo comercial, pero no logro realizarlo, ya que cuando cada vendedor revisa el informe, solo ve lo que le corresponde a ese vendedor, y no puede ver las acciones de los otros vendedores. Necesito que todos vean todo dentro del informe…
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Insights update: Increase your leads revenue with Leads Performance and Conversion reports
Would you like a better understanding of your team's lead creation and conversion processes? With our new Leads Performance and Conversion reports, you can gain the insights you need to increase revenue and improve your sales process. The Performance report shows how many leads you have created, archived, and converted…
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Leads to deal insights… is this ever happening?
Being able to see leads insights, like lead to deal conversion, time duration of leads as leads, leads to won conversion, lead source to deal conversion. this things are crucial . this works if I don’t use leads and create a stage on pipeline called leads… but if you intro and want me to use leads feature you need to give…
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Add opportinity managment to deals (similar to projects)
Hello! We as sellers and sales managers face the difficulty to qualify and manage opportunities (e.g. deals) along the way, without losing the oversight of the progress. Especially for B2B SaaS sales for mid-market and enterprise customers, we would need a way to add methodologies such as MEDDPICC, MEDDIC, BANT, SPIN, etc.…
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Exporting all stage change dates
It would be a big improvement to be able to export all of the stage change dates for a deal, and not just the last stage change date. I would like to be able to calculate the times between specific stages and currently there is no way to do this. This is for open deals as well as for won/closed. Deal NAme - Stage Name -…
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Have organisation as an option in the Campaign reporting/Insights
There is no option to select organization in the Campaign reporting/Insights which seems strange as there are so many other random choices you can get results for eg Click country, Sender domain name etc. Surely it should be an option to have the recipients Organization as an option to be included?
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Forecasting help
In the Insights Forecast report, it would be more useful to be able to use the Expected Close Date, instead of the "Won" date to be used so that the "won" deals appear in the column associated with when you are expecting that deal to close rather than when you move a deal to won. We can win a job in October that won't…
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Access Smart Contact Data in Insights reports
We want to learn about our ICP (Ideal Customer Profile) by segmenting won deals into the company industries and company sizes. This is currently a missing feature that holds us back from upgrading from Advanced Plan to the Professional Plan. I hope this is can be added to the roadmap.
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How to track outgoing calls (from iPhone) in my dashboard?
Hi all, I am trying to find a way to track all outgoing calls. We use our iphone Apps to make the calls, but I cant find an option to create a report with all my outgoing calls, maybe the call time or anything else. As frist step, a report about outgoing calls would be nice. Anyone solved this?
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New filter for reports
I think you should make it possible for the reports to combine activity field and deals. I wanted to make a report which shows me how many offers did I sent (I have an activity field for this), and how much is the complete value of these deals. After contacting support I was told that there is no possible way to combine…
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Goals and categories
I'm surprised to see that goals cannot be created in relation to a specific product. What would serve us very well is to use the Goal feature in relation to the Deal label field since we use the deal label to identify what service category is being sold. Window cleaning, pressure washing, Building washing, snow plowing,…
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Making a Report by Project Type or Product
Hello, does anyone have knowledge of how to create a report, so I can see revenue by project type or product? I have created them by sales person, leads added, deals added and advanced etc, but i cant see how to make one by project or product type. regards