Insights feature

JT
Jenny Takahara, March 10, 2021

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

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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

Note: Only Professional plan users will be able to create reports based on custom fields. The possible custom field types are user, person, organization, date, multiple options, single option, monetary (including weighted value), and numeric. Learn more about custom field types in this article.


To create a report, go to Insights, click on the '+' symbol next to your Reports tab, 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.

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You can create the following report types:

  • 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
  • Revenue Forecast
    Enables you to estimate your future revenue, understand what deals have been closed, and what deals need to be closed.
  • Activities Performance
    Track you and your teams' activities progress
  • Emails Performance
    Track your email performance of all emails sent or received using our Email Sync or Smart Email BCC features


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

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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.

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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.

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To rename or delete your existing Report, you can click on the '...' button.

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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.


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 Dashboards.


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.

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If you want to see more information or make adjustments on 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.

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