Feature Request: By Custom Field pivot for Pipeline History

As an InsightSquared user, I would love to be able to breakdown Pipeline History by different custom fields.

Currently, reports like Pipeline Today can be pivoted by custom fields. It would be great to be able to add pivots based on custom field on Pipeline History.



1 comment
  • Yes! The ability to add a few custom pivots to Pipeline History would be very helpful. Here are two examples (1) We have several different Products and our sales and marketing strategies vary depending on the Product. Understanding changes in pipeline history at the Product Family level would allow our sales/marketing teams to better collaborate with our Product Managers. (2) The length of the sales process and the mix of products purchased by our customers tends to vary according to the industry the customer is in; a pivot on Pipeline History by a custom field we use called Industry Type, would allow us to understand what a mix of industry types we should expect to have in a "healthy" pipeline. We'd be excited to use this as soon as its available! Thanks.

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