Bibliothek / Berichte, Analysen & Dashboards
Berichte, Analysen & Dashboards
Pipedrive-Empfehlungsfunnel wöchentlich an Google Sheets sowie Slack oder Discord melden
Liest jeden Montag offene Pipedrive-Deals, Aktivitäten und benutzerdefinierte Felder, berechnet die Funnel-Phasen der Empfehlungspipeline und schreibt das Wochen-Dashboard in Google Sheets mit einer Zusammenfassung an Slack oder Discord.
Was sie bewirkt
## Report a referral pipeline funnel from Pipedrive to Google Sheets Who's it for Managers running a referral or business-development pipeline in Pipedrive who need a weekly dashboard that Pipedrive Insights cannot produce, because the numbers that matter span deals, activities and custom fields at once. How it works Every Monday it reads the open pipeline, its activities and its field definitions, passes them through the same coverage rule its companion workflow enforces, and computes the funnel: outreach -> conversation -> meeting -> partner -> referrals -> pre-screen -> screened Four tabs are written to a Google Sheet a manager can open: the dashboard row, the coverage gaps, a breakdown by rep and a breakdown by practice. Every recruitment number comes from a named custom field; when that field is not wired up the cell reads not captured, never 0 — a zero means nobody referred, a blank means nobody configured it, and those lead to different meetings. The same digest is posted to Slack or Discord. How to set up 1. Open config and set RESULT_FIELDS to your Pipedrive custom-field keys and REPORT_WINDOW_DAYS to your reporting period. 2. Add your Pipedrive API token and a Google Sheet id. 3. Run it once with the demo pipeline before connecting anything — it writes nothing. Requirements A Pipedrive account with API access and a Google Sheet with four tabs. The report webhook is optional; blank means that branch is skipped. How to customize The funnel stages and the field map are in config. To add a tab, follow the rows for ... -> [cred] Sheets - write ... pair — each one is independent.
Die Schritte
- Run it now
- Every Monday, 08:00
- config
- Pipedrive configured?
- [cred] Pipedrive - open deals
- [cred] Pipedrive - activities
- [cred] Pipedrive - deal fields
- read the pipeline
- STOP: demo pipeline
- one pipeline
- check the PHI boundary
- check every deal for a next activity
- compute the KPIs
- writing the dashboard?
Insgesamt 29 Schritte.
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