Skip to main content

Analytics
Analytics
1 follower
1 question
35 posts

Sign up for free today or log in now to follow this topic, join the discussion, and always stay updated.

🎥 How to customize your notifications, follow topics, and join channels in the Community.

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 will show up and as we don't use unique identifiers for deals, it's hard to distinguish which is the open deal. In effect, we want to be able to have accurate insights/analytics, but not have tons of deals stack up. In the first year, it might be fine. But as the years go on, with one client, next thing you know, we might have a list of 30-40 deals.

Has anyone else ran into this issue? If so, I'd be very interested to hear your ideas for a workaround. The k key for us is accurate insights/analytics.

Thanks in advance,
Stephen

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 will show up and as we don't use unique identifiers for deals, it's hard to distinguish which is the open deal. In effect, we want to be able to have accurate insights/analytics, but not have tons of deals stack up. In the first year, it might be fine. But as the years go on, with one client, next thing you know, we might have a list of 30-40 deals.

Has anyone else ran into this issue? If so, I'd be very interested to hear your ideas for a workaround. The k key for us is accurate insights/analytics.

Thanks in advance,
Stephen

Michaela Staffova
Solutions Specialist @ Integromat

Hello @Amit Sarda5, Michaela from Integromat here 👋

Have you maybe considered automating this process? You could monitor new data in your Pipedrive and automatically push it to a Google Sheet let's say every Friday. 

Aaaaand you could totally manage to achieve this with Integromat 13- a no-code platform that lets you connect Pipedrive to other services and automate all kinds of tasks and processes. 

There's actually a pre-made template6 that accomplishes something similar --> it adds new deals to a spreadsheet.           

How can you automatically export data (deals, activities) out of Pipedrive at regular intervals? I would like to have an app that mimics the manual Export Data functionality at regular intervals, and writes that to a Google Drive in a CSV format. Flatly.io came really close, but it uses system field names as column names.

 

To see what the options generally are when working with Pipedrive on Integromat, you can check out ➡️  the features and functionality49 of the integration. 

 

Well and if you're interested in trying the automation fun out for yourself, you can simply sign up for a free account7 and get the party started 🤓