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INSIGHTS SHARING
Hi everyone ! Does someone know if it is possible to share an insight to people as editers and not only viewers ? Thanks a lot for your feedbacks
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Insights: Performance graphs longer than 1 year
We are trying to create a performance graph that forecasts expected closes date all the way through December 2023. For some reason they stop being graphed after June 2023. In the deal lists below the graph, however it shows all of the deals even between June-December 2023. Why am I not seeing those deals on the graph as…
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Expanding Reporting Availability for Admins and Managers
We are limited to 150 reports per user, but are seeing a handful of users utilizing the vast majority of the report creation, while most of our users use almost no report creation and just view the dashboards that have been created for them. It would be nice to see a total number of reports in the aggregate across all…
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Deal Summary with multiple data
Hi, I´m trying to make a summary view or my pipeline with the summary for 3 information: Total Amount, Total Weighted Amount and Number of Deals. Each of those numbers I´d like to see splited ccording to my pipeline tags. Ideally I wanted in a table format (three columns with the data and the tags opened in the rows), but…
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Set Goals for a Custom Field
Can anyone help on how to set a company goal for a custom Deal field? We have a field called 'Annual Value' on our deals so we can record the annual value of business a deal could pull in. We want our Goals to track this 'Annual Deal Value'
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New: Insights for Mobile 📱📊
What: You can now see reports and dashboards created in your web app right on your mobile device. Find out more here. For whom? All plans and users When? Available now for all companies
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Hi All! I'm encountering issues in building reports around call outcomes. We do a lot of outbou
Hi All! I'm encountering issues in building reports around call outcomes. We do a lot of outbound calling and I'm unable to generate any reports per salesrep that gives me stats on their calling performance e.g. interested conversations, not interested, no response, etc. How many of you find this reporting critical?
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Any good way to use Organization & People custom field data?
Right now insight only can use Lead / Deal custom field data (for segmentation) Is there any good way to use organization / people custom field in insight?
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Where is the Recurring Revenue Growth Report?
Obviously, somebody removed the "Recurring revenue growth" report in the Insights. Will it come back? Is there another way of tracking the Expansions/Contractions/Churns?
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Display Lost Reasons *comments* in reports and/or in deals List view
This would be a useful functionality to us.
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Filter for non-deal linked activities in insights & reports
Should be able to exclude non-deal activities (e.g. activities in someone's calendar that are not related to deals) from activity insights & reports. You can do this on the table of activities, but when looking at activity growth over time, the numbers are skewed by internal meetings and calls which can't be filtered out.
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Expand insights reporting to include cost metrics
Would it not be possible - and make sense - to expand on the capabilities within Insights, so that the cost metrics (cost per unit and direct costs) form part of the reporting? For instance, I would be fantastic to see a gross margin report that clearly shows what is earned on each deal and/or product sold. As we spend…
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파이프드라이브 기능 업데이트: 모바일 앱 인사이트
안녕하세요. 국내 파이프드라이브 공식 파트너사 해시스냅입니다. 파이프드라이브 모바일 앱에서 Insight의 보고서 및 영업 지표를 확인하실 수 있는 Insight for Mobile 기능이 출시되었습니다. 이제, 이동하면서도 모바일 앱으로 영업 지표를 확인하고 적절한 영업 조치를 취해보세요! * 모바일 인사이트 확인 방법 * 모바일 어플리케이션 좌측 하단 '...' 클릭 후 '인사이트' 탭 클릭 * 모바일 인사이트에서는 어떤 것들을 확인할 수 있나요? * PC에서 세팅한 모든 보고서 및 대시보드를 확인하실 수 있습니다. * 보고서의 그래프를 탭하여 해당 그래프의 세부 수치를…
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Is it possible to "look back in time" to see what our sales forecast was for a particular point in t
I'd like to do some analysis for forecast vs. actual and would love to know what our weighed forecast looks like over time. Thanks in advance, Jay
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Goals - Track changing goals throughout the year
With the old Reports feature, we were able to set rising goals towards the end of the year. Ex: 50 for Jan - Sep, then 70 for Oct - Dec. With the new Insights feature, that possibility seems gone. There's only one spot where you can define a recurring goal now. It now seems I have to create a custom report for every…
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Insights: Deals/Summary table views?
Would it be possible to show also the data table under neath from the reports on Insights/Public links? Thank you
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Exclude Won Stage from Insights
We have "won" also as a stage. After that stage, there is another stage. Unfortunately, insights always show "won button clicked" as the last stage. Sounds fairly easy to exclude that?
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Cummulative Trends Insights
It would be really insightful to create graphs that show cumulative values as a trend and the quarterly/yearly add to that. Photo from https://www.extendoffice.com/documents/excel/1534-excel-cumulative-chart.html
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In Insights, email/meeting/call tracking needs to be able to filter for only emails associated with
Tracking emails/meetings/calls in Insights would be very useful, but it also tracks internal emails. If it could track emails only associated with contacts or deals, the feature would be useful, but right now it's far too inaccurate.
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Insights: Compare custom periods, e.g. pyp
Hi there, I have dug into the insights function and I am really loving it. I don't seem to be able though to add another time period, when analyzing my data. E.g. I want to compare deals created ty YTD vs py YTD. I have tried to work with the custom period of the dashboard and the report, but don't seem to get any further.…
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Insight - Summary table for Dashboards
In Insight, one can see a "summary" table when you create a chart (see picture). But one can not create this summary table as a module for a dashboards? The charts are great to see trends. But to see the details, one have to hover over the month of the charts, one by one. The table is great to see a summary of the numbers.…
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Asking advice on insights + reporting + products
I am looking to run a report on sales of products and projections for current month business as well as forecasting for future months. Currently it only comes back with each person who has closed a deal for the product. That is not helpful and frankly not something I want on my dashboard insights page. I want a quick…
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Custom 'duration' reports in Insights
Hi team, Is it possible to produce custom 'duration' reports in Insights? For each new deal, we set a 'lead date' and a 'qualification date'. I would like to know the average duration between the lead/qualification dates and the deal won date. Right now, I only seem to be able to run a 'Duration' report on the entire…
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\deal progress by date
Hey guys. I am trying out the insights page and there is a graph I need that isn't displayed exactly in the way I need but very close. The deal progress graph shows the sum of the deals that changed stages. I need a graph that displays only what stage is each deal at the end of the month. Is there any way to do so?
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Custom currencies viewed in Insights
I'm organizing Pipedrive in a way that will provide clear information about the bonuses that are associated with the deals. I've used the custom currency to create a custom value, and associated it with products that are representing bonuses that are added to the deal by a salesperson. Thanks to this we can easily track…
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Total Completed Activities Duration per Deal
Hi, It would be good to see a total duration of completed activities easily on each deal page. In order for me to track the amount of effort that is spent on an individual deal I have to currently pull all activities out in a .csv and total up in Excel. We are keen to be able to see how much time is being spent on deals…
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Planned: more features in Leads Inbox 📥
As we continue to fine-tune and expand Leads Inbox's capacities (see this post), there are still things up our sleeve that we want to bring you over the course of the following months, such as... * Custom fields * Selectable columns * Bulk actions * Exporting Leads * Email integration * Calling integration * Leads in the…
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Leads conversion reports
Hello Pipedrivers! With the customers starting to use the new Lead Suite, questions about reports come up. I understood there's a workaround based on a new deals report + customized field for lead source, however it's available only on Professional plan. Are there any lead reports planned in the roadmap? i.e Conversion to…
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파이프드라이브 기능 업데이트: 리드 보고서
안녕하세요. 국내 파이프드라이브 공식 파트너사 해시스냅입니다. 많은 고객님들께서 요청하셨던 파이프드라이브의 리드 보고서 기능이 출시되었습니다. 리드 보고서를 통해 생성 / 보관 / 거래로 전환된 리드 수를 인사이트 대시보드에서 측정하실 수 있으며, 리드 -> 거래 로의 전환율을 측정할 수 있는 전환율 보고서를 작성하실 수 있습니다. 리드 보고서 생성 방법 * 인사이트 -> 보고서 > 리드 클릭 후 생성할 보고서 유형 선택 참고: * 프로페셔널 플랜 사용 시, 리드 성과 / 전환 보고서 생성 시 커스텀 데이터 필드를 통한 세그멘테이션 보고서를 생성하실 수 있습니다. * 커스텀…