Hello everybody! 👋 We are currently in the middle of process of rolling out AI report generation feature to our customer base. If you have tried out the feature, I would love to hear your feedback on it- what was good, what wasn't, what do you expect it to do differently. Thanks 💪
Hi everybody, we have an automation running, sending reminder emails 4 days after an offer has been sent out, then marking deals as lost after another delay period. For lost deals with highest value we have conducted a call campaign uncovering real loss reasons. Now my question: if I re-open a lost deal (marked lost by…
It would be really helpful to compare data in one overview. For example, compare the amount of deals created per week this year to the same date last year. As I am not mistaken, this is currently not possible to visualize in one graph.
Would be really great to be able to save the sorting of a report in a dashboard. My use case is in an activities to do list dashboard but right now the automatic date sorting is in the wrong order! Seems a simple fix to an annoying problem!
We do sent automated mails (using the automation tool) to our leads at specific moments in our funnel. For now, it is a black box to us how certain mail templates perform. I would really like to have an overview on how certain how well a certain mail performs (open rate + interaction). I know this is possible in the…
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…
Hello, Is it possible for Pipedrive to provide Forecast vs. Actual sales data? If not, is there a way to connect Pipedrive to Excel or Google Sheets?
I need to create reports for a non-admin where they can see all the deals / activities. At the moment they can only see their own. How do I change this access?
Hi there, Pipedrivers! Soon, you'll have more valuable insights into the origin of your deals and leads directly inside Pipedrive. What: The new Source field structure shows you where your Deals and Leads originated. You can use this information to better understand the ROI of your sales and marketing channels, such as…
Tested in 2021/2 but did not meet the requirements, but it is one of the key metrics for sales managers in a VUCA-world. So without insight into velocity it is hard to steer, speed up or track progress.
We are logging these numbers on a weekly basis and plot it in excel and report to our shareholders. It would be great to have a graph that automatically produces this.
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