Voters 33
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Pipedrive CRM: Metric Builder
- Live
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Databox |
Support for Metric Builder for Pipedrive to be able to do more granular filtering for Pipedrive Metrics.
Activity Newest / Oldest
Owais Qureshi
User would like to have OR function while filtering the data in Metric Builder using Pipedrive CRM.
Werner Huijboom
Nice!
The only big thing I'm missing is the Metric to Count the number of Organizations.
Sandra
Hi Werner,
Thanks for sharing your feedback.
It is possible to create a Custom Metric that Counts the number of Organizations (see attached screenshot).
Does this help?
Sandra from Databox
Sandra
Status changed to: Live
Sandra
Hi all,
We have released new Metric Builders for Pipedrive CRM that will allow you to dig deeper into your Pipedrive data using advanced filtering in Databox or custom filters set in your Pipedrive CRM account.
We've created 4 new Metric Builders to cover all Pipedrive CRM focus areas:
- Deals: help.databox.com/article/534-overview-query-builder-for-pipedrive-crm-deals
- Activities: help.databox.com/article/535-overview-query-builder-for-pipedrive-crm-activities
- Organizations: help.databox.com/article/536-overview-query-builder-for-pipedrive-crm-organizations
- Persons: help.databox.com/article/537-overview-query-builder-for-pipedrive-crm-persons
Here are some additional resources to help you get started:
- Guide: Using Pipedrive CRM with Databox: help.databox.com/article/438-guide-using-pipedrive-crm-with-databox
- Master Overview: Metric Builders for Pipedrive CRM: help.databox.com/article/539-master-overview-query-builders-for-pipedrive-crm
As you explore the new Metric Builders and start building Pipedrive CRM Custom Metrics, we'd love to hear your feedback. Specifically:
1. Are there any additional Pipedrive CRM Metrics/Dimensions that you'd like to report on in Databox?
2. Are there any other filtering options that would like to utilize in Metric Builder to better cover your use case?
3. Is there any other feedback/improvement idea that you'd like to share in regard to the released Metric Builder for Pipedrive CRM?
We'll use your feedback to further improve this feature.
Please reply directly via this comment thread with your responses and any follow-up questions.
Note:
Metric Builder is available on the Performer and Professional plans. You can request a trial of Metric Builder by following steps in here: help.databox.com/article/319-how-to-start-a-trial-of-paid-plans.
Thanks!
Sandra from Databox
Ziga Potocnik
Status changed to: In progress
Ziga Potocnik
Status changed to: Planned