I'd recommend setting up a new deal for each monthly payment so your revenue is recorded accurately. I've heard as well that Pipedrive is working on a proper feature for this though.
Paul Minors thanks! I actually setup a zap to add my value numbers in Zapier every time payment is made. I also reached out to PD and they suggested to take my stat calculations outside of PD which is a bummer when you’re trying to see all your numbers in one place.
Hi Paul, when we go to "how many deals were won?" by-product we can see graphic the most product sell. In my office, our Pipe Drive has 2 names the same product is an appeared but in different quantity(ex: NP 110 QTY 120 & NP 110 QTY 90). My question is how to edit to be NP2WAY QTY 120 & NP4WAY QTY 90? Thanks for your reply.
I'm just wondering, if it is possible to track the conversions in combination with deal source... Like I want to see how many Deals I close when they came from Facebook Ads and how many when they come from email...?
That isn't possible in the reports I show here. However, on the Professional plan, Pipedrive now offers custom reports which I believe lets you do this. Alternatively, you could export the data and do the analysis in Excel (this is what I do).
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Very useful
Thanks!
Thank you for this
You're welcome 😀
Really love your content :)
Hi Paul! Love your videos and learn a lot about PD! If our clients have monthly recurring payments, when do we use WON button?
I'd recommend setting up a new deal for each monthly payment so your revenue is recorded accurately. I've heard as well that Pipedrive is working on a proper feature for this though.
Paul Minors thanks! I actually setup a zap to add my value numbers in Zapier every time payment is made. I also reached out to PD and they suggested to take my stat calculations outside of PD which is a bummer when you’re trying to see all your numbers in one place.
Hi Paul, when we go to "how many deals were won?" by-product we can see graphic the most product sell. In my office, our Pipe Drive has 2 names the same product is an appeared but in different quantity(ex: NP 110 QTY 120 & NP 110 QTY 90). My question is how to edit to be NP2WAY QTY 120 & NP4WAY QTY 90? Thanks for your reply.
Sorry, I don't quite understand, are you trying to rename the product? Or just change the quantity?
Too Good!!!
completed
👍
Can we do customised reporting?
I'm just wondering, if it is possible to track the conversions in combination with deal source... Like I want to see how many Deals I close when they came from Facebook Ads and how many when they come from email...?
That isn't possible in the reports I show here. However, on the Professional plan, Pipedrive now offers custom reports which I believe lets you do this. Alternatively, you could export the data and do the analysis in Excel (this is what I do).
Please make topic on deals progress & velocity
Thanks for the suggestion Roy.
What level of Pipedrive do you have?