Knowledge Base

Topics
Reports
Dashboards

Insights feature

JT
Jenny Takahara, August 4, 2022
Note: The number of Insights reports you can have depends on which plan you are on. You can learn more about usage limits in this article.

Keeping track of your progress is one of the most important parts of sales. The Pipedrive Insights feature will allow you to create custom reports so you know exactly what you have accomplished so far, and what you will need to improve on in order to hit your targets.

There are two sections to the Insights feature:

  • The Reports section will allow you to create a visual representation of your sales performance in Pipedrive.
  • You can then add these reports to your Dashboards section, a collection of reports customizable by each user to show exactly what you need to focus on.
If you are just getting started with Pipedrive, you can check out our "Track and improve your performance" Pipedrive Academy course.

To access your Insights feature, go to the Insights tab on your primary navigation.

Note: Regular users will only be able to see their own data by default in the Insights feature. To allow regular users to see the company's/other users’ data, you can go to Settings > Manage users > Permission sets > Regular user, and enable the permissions "See other users", "See company’s statistics" and "See other users’ statistics".

Reports

To create a report, go to Insights, click on the "+" symbol next to the search bar, choose "Report" and select the type of Report that you want to create. You will be able to further customize the fields you want to measure, group and filter your data by in each report.

You can create the following report types depending on the plan you are on:

Essential and Advanced
:

  • Deal performance
    How many deals were won, lost and started
  • Deal conversion
    The conversion rate of when a deal moves from stage to stage or from open to closed
  • Deal duration
    The average time of your sales cycle
  • Deal progress
    How well your deals are progressing through your sales cycle
  • Lead conversion
    It will give you an overview of what percentage of your leads are converting to deals.
  • Lead performance
    It will give you an overview of how many leads were created, archived or converted to deals in your Pipedrive account.
  • Activities performance
    Track your and your team's activities progress.
  • Emails performance
    Track your email performance of all emails sent or received using our email sync or Smart Bcc features.

Professional and Enterprise (all of the above plus):

  • Revenue forecast
    Allows you to estimate your future revenue and understand what deals have been closed and what deals need to be closed.
  • Subscription revenue
    Gives you the total amount of revenue generated by recurring, one-time, or payment schedule type revenues according to the time frame selected

Once you have created and customized your report, you can click on "Save" in the top-right corner to name your report and add it to any dashboard. You can also create a new dashboard from this window.

Screen_Shot_2019-07-01_at_3.29.44_PM.png

Supported fields

Note: Only Professional and Enterprise plan users will be able to use deal custom fields for filtering and building reports in the visual builder (Measure by, Group by, Segment by dropdowns). All plan users will be able to use deal custom fields in tables.

The supported deal default and custom fields in Insights are the following:

Deal field type
Filters
Visual Builder
Table
User
✔️
✔️
✔️
Person
✔️
✔️
✔️
Organization
✔️
✔️
✔️
Date
✔️
✔️
✔️
Multiple options
✔️
✔️
⚠️ Not available in Segment by dropdown
✔️
Single option
✔️
✔️
✔️
Monetary (including weighted value, deal value, product value)

⚠️ Only deal value is supported

✔️
✔️
ID (team, pipeline, stage, status, lost reasons)
✔️
✔️
✔️
Numeric (including number of products)✔️✔️✔️
Date range✔️
Text field
✔️
Time
✔️
Time range
✔️
Autocomplete
✔️
Product
✔️
View by
: Title only
Measure by
: Product value, Number of products

⚠️ Not available in Segment by dropdown
Address
✔️


Learn more about custom field types in this article and data fields in this article.

Updating existing reports

If you want to update an existing report, you can do so by clicking on the report you want to update in your Insights sidebar, making the relevant adjustments and hitting "Save" in the top-right corner.

Screen_Shot_2020-08-31_at_6.16.03_PM.png

To save as a new report rather than updating the existing one, hit "Save as new" rather than the normal "save" button in the top-right corner. This will allow you to retain your existing report and save your edited report as a new report.

To add an existing report to a dashboard, open up the report page and click on the "Add to dashboard" button in the top-right corner.

Screen_Shot_2020-08-31_at_6.15.24_PM.png

To rename your existing report hover over the report title, it will turn yellow. Then, click on the title and edit the name.

To delete your existing report, click on the "..." button and select "Delete".

Each report can be displayed on multiple dashboards, just one dashboard, or no dashboards.

Companies with multiple teams may not wish to track the same information for each team. If this is the case, we suggest creating multiple dashboards, customized for each team’s needs.

Note: Updates are not shown in real time, as the updating time for reports depends on the size of your company account and the data load in it.

Dashboards

Note: Only Professional plan users can create additional dashboards. If you want to add another dashboard, you can click on the "+" icon next to the search bar.

Your dashboard is where you will see the customized reports you have added from your reports section. The reports can be added to your dashboard by dragging the report from the reports panel directly into your dashboard.

If you want to see more information or make adjustments to a specific report in your dashboard, you can click on the report name directly to be brought to the report page.

You can learn more about creating and customizing your dashboards in this article. To share your dashboard with someone outside of Pipedrive, you can send them a public shareable link that will grant them view-only access to your dashboard.

Was this article helpful?

Yes

No

Related articles

Got any questions?

Contact us