Insights (Goals / Reports / Dashboards)

Can I get just one person on the Professional package when everyone else is on the Advance package?
We are needing the ability to get just myself to have access to creating extra Dashboards for tracking the sales team, but to get this we need to be on the Professional plan, however we dont need all the additions that come with it. We have 6 team members on Advance, but we only need 1 person on professional, whats the…
Emails sent to clients as a report
As a report I believe emails sent is useless as it incorporates internal emails however, emails sent to clients (i.e. any email sent from an account holder to any email in pipedrive) would allow us to evaluate output of our sales team and give us a performance metric of value.
More fields available for report building in Insights
I would appreciate the ability to have more fields available from Activities, Deals, and Products for report building. The limited options makes it extremely difficult for me to build the reports I need. Thanks.
Uploading attached products to Deals
Not having the ability to upload attached products to (past) Deals is a real headache because it means we can't get any meaningful product sale data out of insights. We barely use the insights functionality because it's so limited but one report we do need is product (and product category) sales. With all of our previous…
Suggestion: Show percentage in a pie chart
This is what we saw for a pie chart in Pipedrive Insight Report. As a pie chart is divided into slices to illustrate numerical proportion, we usually expect to see each percentage instead of the actual number. For example, the above graph shows three slices: * PartnerLeads: 3 out of 6, which is 50% * Ted Youn: 2 out of 6,…
Improvement to use Label filter in Insight reports
It is awesome that it's now possible to add multiple labels to deals. But now when I have several labels in deals I cannot use labels properly to filter insight reports. There should be option to use label filter with "contain" condition.
Be able to change the days the week starts and ends in the reporting
Our business reporting is from Monday to Sunday but in my insights and reporting when I look at things on weekly format the week begins on Sunday and ends on Saturday. I'd like to be able to change that.
Insights not populating expected close date
I am having issues trying to create a projections report to show expected close dates on projects. Instead of the deal showing in the month it is expected to close it keeps showing the deal in the month it was created. I have tried a number of ways to change the filtering but can not seem to get it to populate in the…
New: Insights List view export 📈
What is it? We are giving users the possibility to export list views for all report types by using the button here: What changed? We have now enabled the export for Leads, Campaigns and Email Performance in addition to other report types. When? Available now! You can learn all about exporting data from Insights in our…
Deal labels in insight reporting
Hello!! I have put my own labels on every deal, but when I report about it in insights, or view/segment the data by labels, the labels do not show up! What am i doing wrong? Thanks!
anyone else having issues with deals not showing up in insight reports?
How to update deal labels to reports?
For some reason changes made to the deal labels do not show up on reports in insights view. Labels were changed more than two weeks ago, but still the report shows the old label. Removing and adding again the label column to the report does not do the trick.
Google Data Studio
Hello Pipedrive Community! I am Menna from the Pipedrive team and trying to understand some of the main struggles you have when building reports using: * Deal and contact data * Product Data * Filter by custom fields (Contacts. products. ..etc) We are considering building a connector with Google Data Studio to satisfy some…
Insights (Reports/ Dashboards/ Goals) Duplication Feature
Duplication Feature is now available to all insights users 🚀 Say goodbye to manually creating copies of Dashboards, Reports or Goals! Starting today, all Pipedrive users can easily and simply use the duplication feature instead to save you time and energy. For all the details, check out our Knowledge Base article here.…
Duplicate Insights
Is there an easy way to duplicate insights on the same dashboard? For example I want 4 separate insights on deal performance, showing deals added into our pipeline, one for last week, another for last month, another for the quarter and one for the whole financial year. At the moment I have to manually create each insight…
Insights on Labels not working
I get the following error when creating a report based on a custom lead label "This report contains a custom field that no longer exists." - I have checked and the label / custom field exists. It also shows up correctly in the report preview, but then when I click on save it breaks. Please help!
Our pain points with pipedrive
We are a startup with a hand full of people that runs on pipedrive. I.e. we use pipedrive (professional) at the core of our business for CRM, sales forecasting, project management and email marketing. Pipedrive has been recommended to us as a startup friendly alternative to HubSpot. We have the following pain points with…
Embed Pipedrive Insight
It could be a great opportunity to share as embed code the pipedrive Insight, so users can view results on other platforms (like Sharepoint)
Tracking Replies / Reply Rate
After doing our first test mailout, it appears we're not being shown the Reply rate? This is the most important insight for us, and is probably the most important statistic for any company where the objective of the campaign is to get direct replies.
Organisation Insights
Hello, my understanding is that it is not possible (for whatever reasons) to run and create reports on organisations. I was wondering what are the best workarounds? Of course I can create tons of filters and views but this is not really feasible and scalable. So I was wondering if there are any other best practices to…
What is the best way to regularly send out an email with the results of a filter?
What is the best way to regularly send out an email with the results of a filter? For example the day of a weekly team call we'd want to send out an email to the team with the list of open deals in a specific region (filter) so that they can quickly glance in their inbox in preparation for the meeting. I'd also want to…
Lead Dashboard Insights : Custom data from Organization & Contact
Hi, In the Report and Dasboard Insights section, how to pull up custom data from Person or Organization (example : turnover of the organization, size of the organization) and use these custom data as one filter in the Report ? Many thanks for your help Guil
Insights - Dashboards add deal values as if they were all in the default currency
Looking at the Insights dashboard for 'Deals won over time', the deal values are added as if they were all in our default currency (GBP). But we record deal values in whichever currency we invoice that client, which may be USD, EUR, AUD, NZD, SEK etc. For example that grey block in the Oct 2022 column below, which appears…
Forecast on signed and "open" Recurring Revenue
There are a lot of postings on this topic. But I do not give up hope that one day this will work properly. Both we and a lot of our customers would need a basic forecast report on recurring revenues. It should give an overview over signed recurring revenue and a forecasted MRR according to the weightened revenue of open…
Adding a "Copy" button for data fields
Pipedrive should add a "copy" button beside the contact/organization fields, so that users could easily copy the content without having to click on the "Edit" icon and then copy the content.
Sales per state/country
Hi, In insights, is it possible to create a graphic that shows the number or deal value (total) per state and/or country? I think I can do it by adding a new custom data field (address) for "Lead/deal", but I don't want to add the address every time I create a new deal... Thank you! Martin
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…
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.…
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?
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?

Insights (Goals / Reports / Dashboards)

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