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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…
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Insight view not working logically in my opinion
I am currently heavy in insights, and building dashboards for my sales team. I have come to one weird thing about the visuals of activities. Report 1 Report 1 is the correct view. You want to see exactly how many activities your team has day by day - even if there are zero activities. Because you want to act upon it.…
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Reporting basing on Organization in Insights
I am looking to create a goal based on customers onboarded but you don't seem to be able to report based on Organization in Insights. Does anyone else have this problems?
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Enable "rotting deals" with insights
I would like to have a report option that shows "rotting deals" with insights so I can add this important metric into our holistic dashboards. Any plans on this?
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How to use Projects effectively in your workflow and have correct Reports
For Project Management we were using ClickUp, however, due to the fact Pipedrive is offering Projects feature we are thinking to move our Project Management into Pipedrive as well. We want to have all information about the customer/lead/deal/project in ONE place. However, I have a question regarding Reports/Insights and…
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Insights: Revenue Forecast Report is live in Professional plan! 🔮 📊
What does it do? This report shows expected revenue based on the total value of open and won deals, and the time they are expected to be won or were won. For whom? Professional plan and higher. How can I use it? * Track revenue forecast report in Insights cumulatively and non-cumulatively (new!) * Measure results by…
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Deal Value Changes
It would be helpful to be able to compile a report that shows when the original value or price of a deal has been changed for my sales volume reports. Many times, through negotiations and general changes, the originally entered pricing changes either up or down. A report on these changes would be a great tool for…
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Add Product Value to appear as a column in the insights detailed tab
Hello, I have created an insight to follow up some products revenues but I only can see the total amount of deals in the columns when I click on the details. It would be great to be able to display the product value like it is in the chart. Thank you
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MRR/ Subscription plan needs to be revisited please
The current plan for Monthly recurring revenue (MRR) / Subscriptions seems flawed. I have spoken to your support team, and they have enabled the MRR/Subscription beta for each deal. I am not sure what the thought process is here as it does not solve the lack adaptability in the software. In the current design of…
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How do you keep track of recurrent customers? I'm trying to figure out the best solution for our com
How do you keep track of recurrent customers? I'm trying to figure out the best solution for our company. Do you track it as an organization field and/or with a deal field? Every quarter it's hard to get statistics out of pipedrive for this specific aspect.
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Alternatives to Pipedrive after new Insights?
Hi Everyone I am really frustrated with the new insights. And I tried, I really tried. If any one knows alternative CRM with similar Kanban+Reports, I would be more than thankful. Best Miguel
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Referral Source/Person
We need a effcient way to pull up clients we have from a particular referral person. I have tried adding the referral person to the "particpant" section however this cause interferance with our rot dates. When contacting a lead, it clears the rot deal for ALL leads from that referral source.
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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.
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Insights for Organisation
Will it be possible to report on fields on Organisation? We have fields that relate to the company, not to the Deal, such as Industry and Country. It's really important for us to track the number of Deals being generated, drilling down in each of these fields. I'm confused why this is not already an option. Please let me…
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Reporting sales at Parent level
Hello Community, I have set up several entities as "Daughter" organisations, and have deals associated to them. I would like to be able to see sales at the Parent level. Does anyone else do this or need this?
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Track Leads activity in Insights
Is there a way to track the activity you do on Leads in Insights? For example, how many leads were qualified and converted to deals and how many were unqualified and archived? Without that data, it's hard to get a clear picture of the sales cycle.
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Deactivated Users must remain in the assigned team
If you deactivate a user he is not part of the assinged team anymore. This has the consequence, that the team statistics in the insights are not correct anymore. => a deactivated user must remain member of a team!
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"Lead converted to deal on" - filter not available for a specific time period
Trying to find a way to see the conversion rate of leads that were converted into a deal in a specific time period, e.g. "conversion rate in % last month." It seems to only be possible to find either how many of the converted leads were converted, or, a conversion rate in % but based on when the lead was created. A lead…
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Recurring revenue - Am i doing something wrong?
We sell a SaaS-product and use the recurring revenue option within Pipedrive. Our backend automatically updates the current subscription value to our client's deals. Today we found out that the total recurring that Pipedrive is showing in reporting doesn't match the totals within our backend. After digging for some time,…
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Lead Goals
It would be great to see Lead Goals brought into Insights. In some use cases there has been a need to identify how many leads per month in order to win X amount per month
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INSIGHTS: Has been filter
Add the "Has Been in" filter option for deal stages and other filters. Currently, you can filter deals in the deal view by using "Has been in", but this is not possible in the insights. I.e. I want to track the number of deals that went through a certain stage before being marked as won. Not all deals go through that stage.
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Insights dashboard with custom company datafield
Hi, I want to put custom company data Field in my custom insights report. Is that possible? Actually I can only take custom filed from other category but not from people or company. it would be very helpful from my point of view. Thank for your support Nicolas
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Displaying the selected period for shared dashboards
Hey Pipedrive Team! When a dashboard has a period set, this period is reflected in the shared version of the dashboard – however, the meta-text on the embedded reports isn't updated. For example, in a dashboard that has its period set to "This Week" and that contains reports where data is restricted to a particular…
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Can you create Insights based on fields present on Organizations?
I want to filter Insights KPI based on a custom field on organizations linked to deals but it seems it's not possible. Any plans to implement that ?
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Ter disponível a ferramento do Insights para usar no Projects
Ter a possibilidade de gerar relatórios, painéis no Insights para o módulos de projects.
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How to update reports
I have changed some deals to lost, but the report looks the same. How to update reports?
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Interannual Insights // Avances Interanuales
Hello community. I notice a missing feature in Pipedrive Progress when I want to view interannual (for intermonthly, interquarterly..., the discussion would also work). I am aware that the period selector is very good, that I can configure reports to compare periods and that I can open two windows and alternate their…
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Interannual Insights // Avances Interanuales
Hello community. I notice a missing feature in Pipedrive Progress when I want to view interannual (for intermonthly, interquarterly..., the discussion would also work). I am aware that the period selector is very good, that I can configure reports to compare periods and that I can open two windows and alternate their…
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Historical Stage Reporting
Report that tells me how many deals I had in each stage on a day in the past. It is really easy to see how many deals you have in each stage today, but what if I wanted to know what that looked like a month ago? I've tried but does not seem possible to do.
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Why is the revenue forecast NOT based on deals won, but deals open?
I am suprised the revenue forecast isn't based on the deals won rather than on deals open. I have won some deals and they are recurring subscriptions. I've already set them up as "recurring, infinite cycles" in their profile, but they then don't appear in future forecasts. The reason why the deal doesn't appear in the…