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:
To access to your Insights feature, go to the Insights tab on your primary navigation.
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.
You can create the following report types:
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 Dashboards. You can also create a new Dashboard from this window.
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.
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.
To rename or delete your existing Report, you can click on the '...' button.
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.
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 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.