Reporting on and updating your Pipedrive data is a huge piece of the data management puzzle. Being able to effectively filter, group, analyze, report, and update your data is critical for improving sales efficiency.
Insycle makes it easy to drill down into your data to understand what you have in each field, analyze it, and share reports with others in your organization. Using Insycle, you can explore field values and unearth important stats, generate automated exports for important data slices, and drill down into individual records to gain additional context.
Let's explore how this works in Insycle.
With Insycle, you can use multiple modules to generate reports and metrics for your most critical CRM fields.
You can use the Group & Update module to gain a top-down view of the values contained in each field. For instance, you could view the number of contacts assigned to each sales rep and group them by their US state locations, creating in-depth reports of specific fields.
Then, you can update your data in bulk.
Step 1: Pick a Field to Group By
Select the Group & Update module from the main navigation menu on the lefthand side of your screen.
Then, in Step 1, we tell Insycle what field we would like to group by and analyze. In our example, we'll be grouping and analyzing the "Owner" and "Total Activities" fields.
Once your field is selected, click the Analyze button. A preview of your data will be generated at the bottom of the screen in the Record Viewer.
This provides you with all of the values contained within this particular field, along with a count of how many times we appear.
If you select one of the checkboxes next to a value, you can drill down into the individual records contained within that bucket for additional context and analysis. The individual records will show up in a second Record Viewer, just beneath your field values.
For integer and number-based fields, you will receive additional metrics. For example, if we were to group by Deal Owner and Deal Amount, you receive additional information such as the minimum, maximum, average, and total deal amounts generated by each Deal Owner.
You can edit the fields that show in the Record Viewer in the Layout tab of Step 1.
Use the Group & Update module to group and explore any field in your database and gain a better understanding of your data. Then, by sharing the URL in the address bar, you can share this template with any Insycle users on your team easily.
Step 2: Bulk Update
If you would like to bulk update a field, you can do so in Step 2.
For example, let's say that you wanted to re-assign contacts from one owner to another.
First, select the records that you would like to update in the record viewer. At the top of this section, you can select a checkbox that allows you to select all available records for the bucket that you have selected.
Then in Step 2, you tell Insycle what field you would like to update, and what to update those fields with.
When you click the "Update X People" button, you'll be prompted to confirm. After confirming, your data will be updated.
Audit Trail and History
The Activity Tracker lets you review all changes made through Insycle. At any time you can download a CSV report of the operation and records affected, including while using Cleanse Data.
Related Blog Articles
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- 5 Steps for CRM Data Standardization
- The Complete Guide to Bulk Updating CRM Data Without Using Excel
Related Help Articles
- Create Reports and Track Metrics
- Collaborate With Your Team About Data
- Standardize Job Titles, Industries, and Locations
- Explore Database Fields and Values
- Copy Or Move Values Between Fields
- Bulk Update Values of Any Field