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"Product" or "Product's Category" distinction in Insights report
Hello, I have a bit of a pickle - I am setting things up for our company and planning pipelines. Generally, we would like to limit pipelines number to minimum (as it gives better overview of deals), but in we would like to analyze “Lost reasons” based on either "Product" or "Produts's Category" - which can be defined for…
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Insights appears to have a 24 hour lag so cannot use interactively
Insights is great, but as it doesn't update to live data in PipeDrive, we cannot use it interactively in a sales review. Changes made to an opportunity only appear to be updated after 24 hours - most likely after a batch job #insights
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Now live: Insights to get Product reporting and Forecast reporting
UPDATE - it's live 🚀 Products in insights Revenue forecast report Forecast Goals in Insights ---- Our team continues working full-steam ahead to make Insights live to its full potential. 💪 The next improvements in line should be the ability to create reports including Products, and to create forecast reports. These two…
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INSIGHTS - REPORTING OF LEADS AND DEALS, and DASHBOARDS (PLEASE CLARIFY)
INSIGHTS REPORTING With the introduction of "leads" and "deals", we need to know how Pipedrive Insights dashboards and reports, and custom reports, will be consolidating all leads and deals in one? An Organisation and Sales Managers, need to make sure we have 1 combined view of all leads and deals, eg. number of…
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Products Category
Anybody what the purpose of the field Category is in Products? I like the idea of it but when adding a Product to a deal there is no way to filter by Category so you are forced to add the Category name to the Product name. It would be nice if you could filter by Category and then select the Product from the Category.
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The Progress Reports should be able to report on Lead conversion.
If we utilize the the native Leads function, we cannot report on the progress. For example, there's no way to know how many Leads were converted to Deals, who the reps were, how long it took, etc.
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Product Conversion - Insights
Hi Pipedrive, Could you advise on when Insights will give the functionality of reporting on conversion rates vs. products please? Products has been great for us and gives us the ability to streamline the number of pipelines we have, rather than having pipelines based on product. However, in its current form we can get…
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Pipedrive x Mustalinja integraatio on nyt valmis
Mustalinja integraatio Tekee kaikki puheluihin liittyvät aktiviteettikirjaukset myyjän puolesta ja soiton tullessa tuo myyjän puhelimeen valmista tietoa CRM:stä mm. astiakkaasta ja kaupan koosta, viimeisen aktiviteetin pvm. ja avointen kauppojen määrän. 8€/kk/käyttäjä. Yannis Doukas Ohjelmistoja.fi Pipedrive Elite Kumppani…
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Insights: Custom Fields now available! 🎨
What? Get more juice from your data and gain flexibility by adding your custom fields to Insights. Where and for whom? * For all plans: in the Insights Table * For Professional plan and higher: in Filters and in the Visual Builder (view/segment/measure dropdowns) 🧑🏫 Learn more about Insights and Custom Fields in our…
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New Feature Request: Collaborating on Insight Dashboards
I recently found out you can only have one person make edits to a dashboard (you can share it but they only have viewable permissions). I've never used a CRM where you can't share a dashboard and have others make edits where needed (i.e. if I share with my team and they need to edit/I created then passed off dashboard to a…
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Suggestions + Leads reporting feature
I would like to see the leads reporting (Insights) feature. Currently, I can use reporting only on Deals which is around 30% of my prospects. Therefore couldn't track my efforts for 70% of the pipeline.
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Insights reports - real time or delayed?
Hi everyone, I've been building a deals dashboard in my own Pipedrive instance (to demonstrate to a client) and have noticed that the insights reports don't always contain up to date / real time data. Here's a quick summary of the issue I'm seeing: I create a 'Most recent won deals' report with the following filter…
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Scheduled Payments revenue report in Insight not showing up all deals with Payment schedule
Hello, Last year I have been using payment schedules in my deals and I could use the report without nay issues. This year I do the same but not all deals with scheduled payment in 2022 are showing up in the report. I have tried to find why looking at all criteria and filters for the report but I can't find the source of…
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Accurate Insights for Retail/Wholesale but Avoiding Many Deals per Client
Hello Pipedrive Community, Within our wholesale business, we may win say 3-7 deals per year per client. As you can imagine, the deals that have been won (or lost), start to add up and really make Pipedrive quite congested. For example: if you create an activity for a client and search for their name, all of the old deals…
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In case you missed it... the best of Pipedrive in 2021
Looking to make a strong start in 2022? We've compiled a list of the best features we released last year to help you do just that. From closing deals faster with Smart Docs to finding more leads with LeadBooster credits, we think there's something for everyone. Check out our article and see what you may have missed in 2021.
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Filtering options on goals reports!
It'd be great to be able to apply filters to goals like you can with other insights reports. Such as if we wanted a forecast with goals but only allowing for deals with a probability above 80%.
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Email Activity - Duplication Frustrations
For 3 years I've been using this software and I'm super frustrated that despite using the bcc when sending emails I then need to create that email as an activity then clear the activity so that it registers when I want to track the activity. This is very painful as I'm carrying out 2 actions for each activity. I was told…
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Feature request - Automated payment schedule postponing
Hello! I'd like to place a feature request for following scenario, which I believe is not unique just to us as company but more organizations may be struggling with it. Background: We are using leads pipeline for processing our contracts. As of certain stage in the pipeline we get to know more about potential services to…
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deactivated users in statistics and filters
Deactivated users are removed from assigned teams. The consequence: You are loosing deals in the insights if you want to see reports on team level. Assigning them to an existing user is not an option. So: deactivated user need to remain assigned to a team. Besides that you can not use these users in filters like "show me…
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Use more than once filters in insight
In the insight, when we use a filter (like "Organization" "is not" "..."), we cannot use an other time this same filter ("organization" "is not" if we don't want 2 organizations) Or an other case, I wanted to track "Offers" and when they move from one step to one other. I want to use and report all offers which "Step…
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Boa tarde pessoal, alguém pode me informar se quando arrasto a etiqueta de um cliente (ex:) do prime
Boa tarde pessoal, alguém pode me informar se quando arrasto a etiqueta de um cliente (ex:) do primeiro estágio do funil (Novos leads) diretamente para o terceiro estágio (V1), o pipe contabiliza que passou pelo segundo estágio?(primeiro con..) Ou preciso arrastar para o estágio dois e depois para o três para ele…
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List of Report/Chart Ideas for Pipedrive Insights
Hi everyone! I am pre-selling a list of chart/report ideas for Pipedrive Insights. I have curated this list from the point of view of sales leadership, sales management, and individual salespeople. The final digital product will also contain screenshots of how to configure these and what it would look like, with a summary…
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Organisations Report?
Hello, I'm using PipeDrive Pro. I want to create the following report: I've contacted 92 companies in 01/21. I have a first Multiple Choice custom field for Organisations called "Campaign". All 92 companies phoned in 01/21 have the value "01/21" in their "Campaign" field. I have a second Multiple Choice custom field for…
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Discovering Pipedrive Insights using Tableau
Sometime in July, I shared a Tableau dashboard that I had built using the Deals data from Pipedrive. It is proving to be incredibly useful for clients I work with. A few(!) people liked it and I decided to package it in the form of a digital product: * Snapshots of Tableau dashboards ($0) * Just an eBook ($100) in the form…
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How Can I change the Insights Currency?
I moved from USD as the main currency to UK GBP. The deals etc are all in GBP but on the insights dashboard the language and currency is still English US. I deactivated all other currencies but insights is still showing USD. Help? Thanks!
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Geographical Report
How do I create a Report geographically in Insights Section ? There is no Address in drop down of Deal category. Please guide.
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CRM Specialist
I have been working on the insights feature of Pipedrive and i feel we must be able to filter data based on custom monetary fields. As for my company we use these for filling product values. So the objective is to get reports based on each product performance. Currently, it's not possible as there is a limitation in…