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Statistics & Reports
Statistics & Reports

Discuss Statistics & Reports, both in Pipedrive as well as from other apps.

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Planned: more features in Leads Inbox 📥

As we continue to fine-tune and expand Leads Inbox's capacities (see this post), there are still things up our sleeve that we want to bring you over the course of the following months, such as...

  • Custom fields
  • Selectable columns
  • Bulk actions
  • Exporting Leads
  • Email integration
  • Calling integration
  • Leads in the mobile app
  • Leads Insights
  • Leads included in Workflow Automation

As you can probably tell, we've been hearing your feedback and taking notes. 😉

Learn more about Leads Inbox from our Knowledge Base and our Academy.

Pro tip: Join our Research and Beta Testing channel for the chance... (More)

'Next week' relative date filters in Insights

It would be great if 'next week' could be a relative date filter in Activity insights.  Being able to understand Meeting activities with a due date of next week would be a great forward view to our sales activity next week

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?