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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…
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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!
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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…
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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)
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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.
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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…
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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…
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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
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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…
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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…
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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
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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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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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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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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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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