Knowledge Base

Keeping track of your progress is one of the most important parts of sales. Pipedrive’s Insights feature lets you create custom reports, dashboards and goals so you know exactly what you’ve accomplished so far and what still needs to be done.

There are three sections to the Insights feature:

• Reports – give a visual representation of data in your account based on selected filters
• Dashboards – display your reports and goals in one window so you have all your desired Insights data in one place
• Goals – let you project your desired outcomes in a chart where you can see and track them

Where to find the Insights feature

You can find the Insights feature by clicking the icon on the left-side margin.

Visibility and permissions

Users with deals admin access have full visibility of all deals and leads regardless of the visibility group setting. Likewise, users with global admin access have full visibility of all person, organization and product data regardless of the visibility group option.

However, you can adjust the permissions for global regular users by going to Manage users > Permission sets > Global features permission sets.

• See company’s 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 other users’ 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 “+“ > Report and select one of the options there.

The reports you can create depend on which plan you’re on.

Learn more about sales forecasting

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 a dashboard.

Supported fields

The supported deal default and custom fields in Insights are:

Filtering report information

You can use filters to see specific data in your account. You can mix different item fields within a filter to fully use the connections and custom fields you created in Pipedrive.

With the introduction of the option to archive deals and leads, you can now filter archived and non-archived deals and leads in Insights reports. By default, both archived and non-archived data are included in the reports. If you’d like to exclude either type, use the available options to customize your view. You can also segment or view your data by archived or non-archived status.

Updating existing reports

After you’ve created a report, you can go back in and make changes any time you want. After you’ve made your changes, you can either:

• Discard changes – reset the report back to the previous state
• Save as new – create a new report with the changes
• Save – save the changes to the existing report

To add an existing report to a dashboard, open the report, click “Add to dashboard“ and select your desired dashboard.

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.

Dashboards

If you want to add another dashboard, go to Insights and click ”+“ > Dashboard.

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 by sending them a shareable public link that grants view-only access to your dashboard.

If you create an external link to share, you can change the update intervals so the data only updates when you want it to.

You can only make changes to update intervals if you created the dashboard link and you’re viewing it in the same browser it was copied from.

Other users will see the default interval of one hour.

Goals

To create a new goal, go to your Insights, click ”+“ > Goal and choose one of the options available.

You can choose from any of the following options:

• Deal (Added, Progressed, Won)
• Activity (Added, Completed)
  
• Forecast (Revenue forecast)

After you’ve saved your goal, you can add it to your dashboard by dragging it or clicking “Add to Dashboard“ in the editor.