Effortlessly gauge sales team success using Pipedrive's User-Based Reporting. Elevate productivity insights, refine strategies, and drive growth.
Access Pipedrive's Insights
Log in to your Pipedrive account and click on the "Insights" tab in the top navigation bar.
Create a new report
In the Insights tab, click on the "Reports" button in the left sidebar
To create a new report from scratch, click on the "New report" button at the top right corner of the page
Choose a report style
Pipedrive allows you to create reports for activities, deals, and revenue-based reporting. Select the desired report style for your sales team performance evaluation.
Define report criteria
Set the criteria for your report, similar to creating custom filters in Pipedrive's list views
Define the deal status as "Won," then set the "Won time" condition to the desired time frame
For example, to create a bar chart report displaying the number of deals closed by each rep within a certain time period, first define the deal status as "Won," then set the "Won time" condition to the desired time frame, such as "This quarter."
Customize report presentation
Choose how you want to present your filtered data
Choose how you want to present your filtered data. Pipedrive offers options like column charts, bar charts, pie charts, and scorecards.
Customize the data presentation by applying segmentation options to fine-tune the data display
Customize the data presentation by applying segmentation options to fine-tune the data display. For instance, segment data based on owner, quantity of deals, or custom fields (available for Professional and Enterprise plans).
Save and duplicate reports
Save your report by clicking the "Save" button at the top right corner of the page
Click on "Save as new" to create a separate but similar report with minor changes,
To create a similar report with minor changes, open the existing report, make the necessary changes, and click on "Save as new" to create a new report.
Add reports to dashboards
Drag and drop your saved report onto the desired dashboard.
Resize, reposition, or edit the report within the dashboard by clicking on it
Share the dashboard with your team by clicking on the "Share dashboard" button
Apply global filters to dashboards
Apply global filters to your dashboard to focus on specific users, teams, or time periods
Remove reports from the dashboard as needed, or delete a report to remove it from all associated dashboards
Elevate your sales management game with Pipedrive's User-Based Reporting. Unlock data-driven decisions, optimize performance, and achieve sales mastery.