Pipedrive Custom Reporting

[@apostolis_23]

Great explanatory video Paul! Thank you!

[@minor-co]

Thanks! 😀

[@Zynehka]

Very important topic ❤

[@minor-co]

Thanks!

[@neilscroxton6894]

Good afternoon Paul. Do you have any idea how to work out an average customer value in the insights? Using Organisation as the definition of a customer. I keep hitting a wall. Many thanks

[@minor-co]

Yes. I've done this by creating a Deal Performance report. Filter to show deals that are won. Set your Y-axis to 'Organisation' and X-axis to 'Deal Value'.

[@btcconsult]

@@minor-co Hi Paul - I'm not seeing where we can select average. The bottom of the page has it listed in a table format but I can't seem to view the average the custom fields on the graph

[@SamanthaThomas-j5f]

Hi Paul thanks for a great video, do you know how you can reorder the column's in insights, for example on the deal source report you show, how could I change the order of google/trade show columns etc? thanks, Sam

[@minor-co]

You should be able to simply click and drag to reorder them, have you tried that?

[@skoomaboi]

Is it possible to have the reports emailed to the sales employees?

[@minor-co]

There's no email option. But they can login any time to view their data. I also send a monthly report to my team commenting on how we're doing.

[@hujth6]

can i set up goal using a custom fields?

[@minor-co]

I'm afraid not, although that would be cool!

[@norbertnowakowski9493]

I prefer report all data in excel how I can get report when I can check qty all emails in and out I would like to know activity email on customer account

[@minor-co]

When you click to create a new report, there options to report on email performance (emails sent and received)