4.6: Reporting and insights | Master Pipedrive

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Estelle, Shelby

Hi Paul, I am trying to create some KPIs on Insights. I would like to segment by a custom field, but it won't allow me. We have the profession plan I believe, so what is the problem? Thanks!

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6 months ago

Administrator

paulminors

Where it says "Segment by » owner" do you not see the custom field options in there?

2 years ago

kbennett

Great video. Your suggestion for naming stages is really amplified by this video. I'm looking forward to diving into more reports!

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2 years ago

Administrator

paulminors

Thanks Kim!

4 years ago

I meant to say "waiting type" stages - not pipelines.

4 years ago

Hi Paul. In this training video you show "waiting type" pipelines - "gathering more info." and "waiting for payment". When do you recommend using waiting stages - versus the "assumption" that you're waiting. For example in the case of "invoice sent" - when would it make sense to also have a stage "waiting for payment" versus not having it. (not sure if this is a good example - we also have a "quote sent" stage - so for that one it could be "waiting for quote approval" etc. Trying to get a feel also for how that would affect reporting - what do I gain or lose by having those waiting stages or not. Thanks Paul.

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4 years ago

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paulminors

I don't think it matters too much whether you phrase it as 'waiting' or 'sent'. Instead of 'Waiting for Payment' I could have called it 'Payment Details Sent'. The main thing is that the next action/milestone is clear so that from a reporting point of view when I look at deal conversion I can easily see where people dropped off in the funnel.

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4 years ago

Right - it wasn't so much about the phrasing (even though I know you recommend "past" tense) - it was about having both a sent AND a waiting stage (2 stages) versus just 1 stage to indicate both sent and waiting.

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4 years ago

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paulminors

Ah, I would just have one stage that indicates both.