Pipeline View

SaaS business : How to manage pipelines ?
Hello everyone, I’m running a SaaS business and seeking advice on effectively managing pipelines in Pipedrive. Our business model involves selling subscriptions and individual products: Subscription: 1-year unlimited access to all our three products. Individual Products: Product A, Product B, Product C. When engaging with…
Color coding the deal funnel
Another level of visual categorization in the deal funnel board would be helpful to identify categories of deals. Specifically, allow the user to color code each of the tiles, similar to how one can color code Outlook calendars with a right click. The user can create their own color system to help different types of deals…
Filter: Show deals which INDEED reached a certain stage (and not only came past it)
We sometimes have "fast forwards" for deals in our sales pipeline. For example sometimes customers don't want a presentation of our product but directly buy that product. Then we directly forward the according deal to the "sold" stage i.e. the deal skips the pipeline stage "product presentation". If I now create a deals…
Pipeline View Needs a "Show All" Toggle
It has never made sense for our organization that WON & LOST Deals drop out of Pipeline view by default. Heck, it took me over 2 years in the system to realize that we could even create a filter to show these Deals in Pipeline view, that's how used to it I had become! Utilizing a "show all" filter is becoming more of the…
Default deal display fields
I need to override the default pipeline behavior to display each deal’s PERSON instead of the ORGANIZATION. Removing the connected ORGANIZATION is not an option. Thanks for help! Joel
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.…
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 -…
Organizations Current Time based on Timezone to Show in Deal Header
I wish that you could set the time zone of the organization or deal and it would show that deal's current time in the header when you opened that deal. That would save me so much time and brain power.
Jumping from a Deal to its Pipeline
How can I jump from a Deal to the Pipeline that it is in? I know I can edit the Pipeline and Stage from the bottom left dropdown under the progress bar. But can I jump from a Deal to the Pipeline itself? Seems like something Pipedrive should be able to do! If this is not possible, I will put this in as a feature request.
Question: Can we keep deals in pipeline even when they got marked as 'won'?
Hi, this is an interesting question from my client. Can we keep deals in pipeline even when they got marked as 'won'? According to the Help Center article, Pipedrive automatically hides all the deals won or lost. Any deal that has been marked as Won or Lost is removed from that view, as it no longer requires your continued…
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…
How can I add a custom sorting option on pipeline view outside of the default options?
How do I "Sort by" my deals in a stage based on importance? The default features does not have that option.
Pipeline deal cards
Allow the option to display how many days the deal card has been in it's current stage. In the bottom right hand corner maybe. This shouldn't count toward the existing limitation of how many items can be displayed on the deal card.
Configurable Deal Cards??
On the deal cards in pipeline view, you can see the title, value, owner, organization in the little card. It would be great to be able to configure this view to add a due date or next activity date etc. to this view so I can see critical info at a glance.
Tracking consultant placements
Hi, I'm at a design agency that both do bigger projects but also rent out individual consultants. I'd like to track the consultants and know when their placement ends. Ideally when we receive a request for a consultant we'd have them all in pipedrive (sort of like products) and then you can add a consultant to a potential…
Making Organisation fields required on a certain funnel stage
Hello everyone, we are building a Pipeline, where we want to have certain custom fields for the organisation to be required. But only when a deal progresses into a certain pipeline stage. Just like you can make custom fields inportant in a certain funnel stage, we want to make certain fields required in a certain funnel…
Setting a default pipeline for the forecast view in deals
My company has been using Pipedrive for a number of year and until recently the application would remember the last pipeline i was viewing in the forecast view. If i close my browser and restart i would see the pipeline i was viewing. However this has now changed and all of my users new have the first pipeline being "All…
Product count in the pipeline view
Is it feasible to show the count of products alongside the count of deals and the total amount in the pipeline view? It would be nice to include the total number of products within open deals in pipeline view.
Sort projects in pipeline view
Please add the sorting feature that is available for deals/leads in the pipeline view to projects too. Right now it seems that projects are added to pipeline phases in order of the creation date -- I cannot find any other way to view projects in one phase.
Different Pipelines - way how to automate the whole process in one pipeline and see a better report?
Hi, we currently have several pipelines where we manage clients - cold calls, inbounds, referrals - but we don't have a professional account and so monitoring reports is more difficult. Is there any way to manage only one pipeline, but we can select the filter where the deal came from, so we can see the global report with…
Feature request: 'rotting days' to count only working days
At the moment, the pipeline counts weekends. Meaning if a deal is made on Mon 1st and doesn't move for 7 normal days, it will rot on Sunday 7th. However, it would make more sense for our business if it begins to rot on Tues 9th (7 working days vs 7 normal days).
Following deals board
Hi, from time to time there appears a need in our company to have a filter of the following deals on the Pipeline as it would help to following interesting deals more efficiently and react quicker. Do you have such a functionality in your backlog? Thanks! Dalia
Modify the colors of lost deals in the sales funnel to light red for better visualization
Tip: Modify the colors of lost deals in the sales funnel to light red for better visualization (just as earned deals are visible through light green)? I really believe it would make it much easier to visualize the deals in a sales funnel.
WebForms related to deals
It would be create if it was possible to link WebForm to an existing deal. Case example: Deal movest to "meeting scheduled" -stage. Then few days prior the meeting there would be an automatic email with WebForm for the prospect to send us some background information. Now that would create a new lead/deal.
Won Deal from Sales to Account management
Hello everyone, We use pipedrive to manage the acquisition of users as well as the onboarding and account mgmt. I am concerned because I cannot mark a deal as won and then move it to another pipeline. I tried to build some automations but if I flag a deal as WON, I need to reopen it to work on it on the Account Mgmt…
Pipeline stage dates on start of using Pipedrive
Hi! Is there a way to adjust Pipeline dates? I started to use Pipedrive couple of months ago and would like to add old leads to Pipedrive with actual start dates. Now the number of days from lead to deal is showing too few days. I managed to adjust Deal generation date, but that does not affect to number of dates to get…
Pipeline View
Is it possible or are there plans to make it possible for users to see a consolidated view of multiple pipelines? For example, lets say I make a separate pipeline for 3 different service lines we offer. Each sales rep sells all three but the sales rep has the ability to just view a single service pipeline or see the deals…
Optional data fields for different Pipelines
Hi, I have two different pipelines and made a lot of custom fields for my deals. For the deals in pipeline A, I need the custom fields 1 to 5 For my deals in pipeline B, I need the custom fields 6 to 10 Well when I create a new deal in pipeline A, pipedrive shows me all the custom fields 1 to 10 even though I only need 1…
How to sort and display "Choose columns field --> Visible"
How to sort and display "Choose columns field --> Visible" in the deals pipeline kanban view? Because "Choose columns field --> Visible" only works in list view, not in kanban view. Thanks
Stages deleted
Some of the Stages in the Pipeline were deleted by themselves. I'm adding a new Stage, but that too is being deleted. I see the Deal numbers in the Pipeline but there are no Stages. How can we bring this back?

Pipeline View

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