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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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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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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 based on the subscription start date
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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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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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??