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Products

Discuss the Products feature and products in general.

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Planned: Insights to get Product reporting and Forecast reporting

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 will cover much-asked and much-needed options for our users to make the most of their reporting, making it more flexible and more informative.

A peek of what's on the horizon:

  • View and segment reports by deal Products
  • Measure by number of Products and value
  • Create Revenue Forecast reports in Insights

➡️ Learn more about Insights from our Knowledge Base and our Academy... (More)

INSIGHT REPORTING - BY PRODUCTS (PLEASE FIX)

INSIGHT REPORTING - PRODUCTS

Currently Pipedrive does not allow to create reports by "Products".  This would normally be considered a bear minimum feature for all CRM and sales management platforms, so organisations can constantly monitor the performance of products overtime.  Request this feature be made available as priority for all future Insight report and dashboard features.  When will this be available? 

Product code in deal export

Please add product code to the deal export. Currently, it can be quite challenging to produce a sales order in our ERP system from the present export. Ideally, other custom product fields should also be available on the deal export.

Customize Product Fields in a Deal

Hi All, 

Just wanted to put a quick note in to let you know that it would be amazing to be able to customize the product fields displayed when adding existing product to a deal. My company's products have enough variables that's it's hard to differentiate between products with the available fields  (item, price, quantity, amount). 

 

Best,
Austin