Currently Pipedrive does not allow you to Filter and Reports on Insights from the Product Category field. Since it is structured data, it would be nice if the system could do so. Thank you!
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.
One can see a "summary" table when you create a chart. But one cannot the "summary" info in a dashbord… The charts are great to see trends. The table is great to see a summary of the numbers. Also, having more flexibility to the dashbord would be nice (such as the ability of adding picture and so on…) thanks
We are using the Insights link to share data with external contracts. This is a great feature, but it would be eve better if someone other than me could click on the items within the dashboard to expand the data. Is there a way to share my Insights Dashboard with other users in the company? (aside from the shared link…
Hi! The new goals function in Insights is a nice addition, however there is room for improvements. Currently, you are quite limited in what you can set up a goal for, and in what way you want to set it up. One example is, when setting up the 'count' won deals goal for a quarter, you would have to set up 4 different goals…
First off it's great that we can export reports from insights into excel/csv, but it's clunky. You have to click into each item on a graph to be able to get info and export it from there. There's a table right below the graphs that literally has ALL OF THIS INFO already organized but that can't be exported for some reason.…
We've been uploading all of our leads as new Contacts, and we measure sales velocity from when the lead is entered into PipeDrive. We have established LEAD SOURCE criteria that we use to report up to our Board. We like the new LEADS section but it is utterly useless for us because the LEAD SOURCE field is excluded. New…
We recently migrated deals from HS and only have data on Deal Created and Deal Closed On - Is there a way to run any duration report?
Hi I would like to make an report illustrating the total pipeline value status available each month, so in Jan. what pipeline is available to be close in the year, and then the same in Feb. etc. Anyone that can help ?
Hey Pipedrive Community, I want to share a tool that's been a game-changer for me and my clients when it comes to: building data pipelines, building advanced BI dashboards, creating periodical backups of Pipedrive data Coupler.io simplifies data integration, allowing you to effortlessly build pipelines between different…
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