Knowledge Base

Topics
Reports
Dashboards

Insights feature

JT
Jenny Takahara, November 24, 2022
Note: The number of Insights reports you can create depends on your plan. Learn more about usage limits in this article.

Keeping track of your progress is one of the most important parts of sales. Pipedrive's Insights feature allows you to create custom reports so you know exactly what you've accomplished so far and what you still need to improve to hit your targets.

There are two sections to the Insights feature:

  • The Reports section allows you to create a visual representation of your sales performance in Pipedrive.
  • You can then add these reports to your Dashboards section, a customizable collection of reports to show each user what they need to focus on.
If you're new to Pipedrive, check out our "Track and improve your performance" Pipedrive Academy course.

To access your Insights feature, head to the Insights tab in your primary navigation menu.

Note: By default, regular users can only see their own data in the Insights feature. To see the company's/other users’ data, head to Settings > Manage users > Permission sets > Regular user and enable "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 you want to create. You'll be able to further customize fields, group and filter your data in each report.

Depending on your plan, you can create the following report types:

Essential and Advanced
:

  • Deal performance
    The number of "won", "lost" and in-progress deals
  • Deal conversion
    The conversion rate between different stages (a deal that moves from one stage to the other, including from "open" to "closed")
  • Deal duration
    The average length of your sales cycle
  • Deal progress
    The progress of your deals through the sales cycle
  • Lead conversion
    Leads to deals conversion rate by percentage
  • Lead performance
    The number of leads that were created, archived or converted into deals
  • Activity performance
    An overview of personal and team activity progress
  • Email performance
    An analysis of past email performance via Pipedrive's email sync and Smart Bcc features

Professional and Enterprise (all of the above plus):

  • Revenue forecast
    An estimation of your future revenue, including deals you need to focus on to meet your goals
  • Subscription revenue
    The total revenue generated by recurring, one-time or payment schedules by timeframe

Once you've created and customized your report, click the "Save" button in the top-right corner to name your report and add it to any dashboard. Note that 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 users can use deal custom fields for filtering and building reports in the visual builder (Measure by, Group by, Segment by dropdowns). All users can use deal custom fields in the tables.

The supported Deal default and custom fields in Insights are:

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 and 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 here and data fields here.

Updating existing reports

To update an existing report, click the report you want to update in your Insights sidebar, change it and hit "Save" in the top-right corner.

Screen_Shot_2020-08-31_at_6.16.03_PM.png

To save it as a new report, select the "Save as new" option. This will allow you to retain your existing report and save your edited report as a new one.

To add an existing report to a dashboard, open the report page and click 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. Once it turns yellow, click on the title and edit the name.

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

You can display each report on multiple/one/no dashboards.

In case you have multiple teams in your organization and wish to track different metrics for each, we suggest creating multiple dashboards and customizing them based on your needs.

Note: The reports don't show real-time data. Updating time depends on company size and data load.

Dashboards

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

You can easily add custom reports to your dashboard by dragging a report from the Reports panel into your dashboard.

You can also share your dashboard with anyone, even outside your organization. To do that, send them a shareable public link that will grant them view-only access to your dashboard.

To see more information or modify a report in your dashboard, click on the report's name directly, and you'll be redirected to the appropriate page. Learn more about creating and customizing your dashboards here.

Was this article helpful?

Yes

No

Related articles

Got any questions?

Contact us