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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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It should be possible to make columns narrower in report tables
The minimum width for columns in Reports (Insights) is far too wide. This prevents seeing all relevant columns at the same time. Please fix this. Please make columns' width automatically adapt itself to the content as well.
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Pipeline: Track Same Stage Across Multiple Pipelines
Currently, each time a new Pipeline is created the stages entered are all recognized as new stages even if the same stages have been used in previous Pipelines. This means that when you create a report in Insights to look up the same stage across all of your Pipelines, the stages are not grouped and the reporting is not…
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Lead to Won Deal Report
Hello! I feel like Pipedrive can do this, but I am struggling to find where... Our Marketing team has a number of web forms and other processes in place to get Leads into the Leads inbox. Viable leads are eventually converted to Deals. Then a (sometimes long) period of time can pass. The Deal is eventually (hopefully) WON.…
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Workflow Ideas: LinkedIn to Pipedrive Leads & Deals
Hello! Our marketing department is interested in tracking the full life cycle of our LinkedIn ad campaigns, from ad to sold service. I am looking to hear from the Community about how you built this utilizing Pipedrive's tools and reporting. Details on what Marketing wants to track and our draft process (which we don't…
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New: Setting the shared dashboard refresh rate
Were your customer or team meetings getting disrupted by how often your shared dashboard was refreshing? That is now a thing of the past, because you can now set how often you’d like your dashboard to refresh on the top right of the page, and you will also see when the last refresh happened. This feature is live for all…
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Add a weekend filter to insights date created
In insights filters on lead/ deal creation date could we have a "weekend" filter? I want to create a filter to see how many calls we are getting over weekends over a month or a year. The only way I can do this at the moment is to manually enter the date range of a single weekend and do four individual searches for the…
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Insights refresh rate
Hi Pipedrive Product anagement, Just elike many pipedrivers, the launch of Insights is a great move forward in terms of KPI management for sales. Howavere, as the devil is in the details, I realize that the date in the Insights / Dashboard are actually off and refreshed on a randon frequency compare to the actual CRM data.…
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İm looking a new insights entegration
I am looking for a new insights integration. "Cumul.io" i was using a reporting system called Dec, but we haven't been getting up-to-date data from cumul&pipedrive for 1 week. I would like to thank those who helped in advance. Best Regards
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Deal Source
I find it quite an oversight that Pipedrive has no default category for lead source. We have manually added this field to deals, but as a manual field it means we are unable to build a report on it for our dashboarding. Massive oversight for a company that is focussing around new facilities like web visitors and randomly…
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Group Emails
Does Pipedrive track and record open and clicks to group emails?
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Merged: Problem with Outlook Calendar Sychronization from Pipedrive
This discussion has been merged.
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Revenue Forecast for Both One-off and Subscription Products in One Report
Revenue Forecast for Both One-off and Subscription Products in One Report For companies that sell both one-off products and monthly subscription products, it is very important to see probability weighted revenue forecast for both products in one report. Is there any new feature or trick to support this demand??
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Label filter in Insights
It's great that there is now possibility to add multible labels to deals. However it is not possible to use "label contains" filter in reports. Is that on roadmap?
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Subject Filter on Activity Insights
Hi, Just explored the activity insights and found that I couldn't find the "subject" filter. Would it be possible to add this filter to it? Thanks in advance Best regards Rizky
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Insight reports tracking Total Gross Revenue (how to do it?)
I understand there are 3 ways to track income. I also understand where the system is pulling the date from. There is the lump sum deal value, the recurring revenue, and the payment schedule. The issue I'm finding is the 1-time deal value can't be reported alongside the other 2 forms of revenue. These are separate reports.…
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Won + open subscription revenue deals feeding into revenue forecasting
Our company has the ambition to build a recurring revenue base. The first subscription-based agreement was signed in August and there is a pipeline of open deals, all with monthly revenue. Deals are typically generated in USD and EUR, whilst our local and reporting currency is NOK. We have therefore looked into the…
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Person/lead option in Insights
The insights option is very powerful and useful. It offers 3 entities for reporting and gaining insights. However, there are two entities that is missing in our opinion. It would be very useful to have Persons and Leads added to the list of options to generate a report on. This could provide companies with so much more…
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Track demo no-show
Hello everyone, I would like to track in my insishts the % of no-show on my appointments. Is it possible to do this? With custom fields?
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How do I change the currency in my report?
Hello, I use multiple currencies in my business and when I add this report it only shows it in USD, how do I change it to another currency?
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Insights / reports - Count notes in Deals
In our sales team, we are not using Activities. Unfortunately, the whole performance reporting in Pipedrive is based around Activities or Closed deals. For us, the measurement of work is the number of Notes. There is one report counting Notes, but it is only counting Notes when written to a Person. We write Notes to Deals.…
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Webinar Q&A: Leveraging Pipedrive Insights for data-driven decisions
Hello everyone! ☀️ We wanted to extend our heartfelt gratitude for your participation in last week's webinar, "Leveraging Pipedrive Insights for Data-Driven Decisions." Your presence contributed to the success of the event, and we are truly appreciative of your engagement. If you missed our webinar, you can find the…
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Sorting by Custom Fields for Contact Reports
It would be beneficial to include a feature that allows users to sort Contact Reports based on Custom Fields. Currently, it appears that sorting is limited to a set of predetermined fields. By allowing users to sort by their Custom Fields, users would be able to tailor their reports more specifically to their unique needs,…
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Reporting - Cumulative total need for Subscriptions
Hello All, Would not it be great to also have "cumulative total" view for Subscriptions under Revenue Forecasting? I have to add all months subscriptions (payment, invoices, etc.) by a calculator at my hand : ) Thank you, Umut.
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New: Insights Collaboration 📊
What: Within the Insights feature you will be able to Share dashboards with "Edit" rights Share reports with "View" and "Edit" rights Add shared reports to your dashboards Remove yourself from reports/dashboards shared with you For whom: Companies on the Professional plan and above When: Gradually releasing to companies…
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Product insights
I'm sure most businesses need to know that the date that a product has been sold, and I am surprised this basic level of information is not included in Pipedrive. Ideally we want to run reports on products sold (by type) that week. It would also be good if the product notes could also pull through on the list view. Thanks!
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Insights sort by / view by Deals, custom address field
I'm trying to build a report that shows how many deals are being created for orders from different states using a custom Deals (address format) field that holds a google verified address. I just need a function that allows us to sort by the "State" or "Zipcode". I also tried the "Numeric" field with just a raw Zipcode and…
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Number of calls done at each pipeline stage?
How can I have a report that shows me the number of calls done during the past 7 days and it gives the result split on a per pipeline stage? Is this possible in Insights? Sorry, I have not been able to figure it out.
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📺 Webinar Replay | Leveraging Pipedrive Insights for data-driven decisions | August 2, 2023
Click here to find the webinar replay If you weren’t able to catch the live session, or would like to see it again. Here are some of the topics they will cover: Key facts and features of Insights A tour of the available report types (deals, activities, leads, etc.) How to customize the view in Insights Insights’ data…