Knowledge Base

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.

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

Permissions

By default, regular users can only see their own data in the Insights feature.

To see the company's/other users’ stats in Insights, admin users must head to Settings > Manage users > Permission sets > Global regular user and enable:

• See other users’ stats in Insights – Access the whole company's stats in Insights, regardless of the user's access to specific items. Requires "See other users' data" to be enabled as well.
  
• See company’s stats in Insights – Access to other users stats in Insights, regardless of the user's access to specific items. Requires "See other users' data" and "See company's stats in Insights" to be enabled as well.

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

If you have the Campaigns add-on, you can also create the following reports:

• Campaigns conversion report
  Measure the open, click, unsubscribe, delivery, bounce and spam rate of your marketing emails
• Campaigns performance report
  See how many emails were sent, received, opened and clicked

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.

Supported fields

The supported Deal default and custom fields in Insights are:

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. 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.

To rename your existing report, just click on the report title to activate the edit mode. Hit enter on your keyboard to save the changes.

To delete or duplicate your existing report, click the "..." button and select the desired option.

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.

Dashboards

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.