Knowledge Base

Topics
Activity reports
Campaign reports
Lead reports
Deal reports
Forecast and subscription

Insights: report types

BF
Breandan Flood, October 10, 2022
Note: The number of Insights reports you can have depends on which plan you are on. You can learn more about usage limits in this article.

Insights reports allow you to create a visual representation of your sales performance in Pipedrive. There are different types of reports that you can create using Pipedrive's Insights feature, allowing you to gain a deeper of your team's performance.


Activity reports

Activities performance
The Insights activities performance report tracks the activities progress you and your team made.

Screenshot_2021-01-28_at_12.27.09.png



Emails performance
Track your email performance of all emails sent or received using our email sync or Smart Bcc features.

Screenshot_2021-01-28_at_12.28.09.png

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".


Campaign reports

Campaign performance
The campaign performance report shows you how your campaigns are performing, and can be measured using tracking and deliverability fields.


Lead reports

Lead performance
The lead performance report gives you a way to see leads measured by their status, source, and other fields.

Lead conversion
The lead conversion report is a great way to see which leads are being converted into deals, and how often.


Deal reports

Deal performance
The deal performance report gives you an overview of how many deals were started, won and lost in your Pipedrive account.

Screenshot_2021-01-28_at_12.00.38.png

Deal conversion

Insights conversion gives you the conversion rate when a deal moves from stage to stage or from open to closed. It can be divided into two types of reports:

Funnel conversion reports allow you to clearly view your deal conversion rate between stages in your pipeline.

Screenshot_2021-01-28_at_12.03.50.png

Win/loss conversion reports allow you to see the overall deal win and loss rates for various groups such as owner, organization and time periods.

Screenshot_2021-01-28_at_12.04.31.png



Deal duration
The average time of your sales cycle. Deal duration makes it easier for your team to see where your sales are slowing down and allows you to make improvements to speed up your sales process.

Screenshot_2021-01-28_at_12.07.01.png



Deal progress
This report gives you the ability to see the deal advancement through stages in the time frame specified, so you can see how well your deals have been progressing through your sales cycle.

Screenshot_2021-01-28_at_12.08.24.png

Forecast and subscription

Revenue forecast
The revenue forecast report shows you trends in the total value of your account's deals, based on their assigned deal values.

Note: The cumulative forecast shows preexisting value as well as newly added value. Use the regular forecast view to see only newly added value.

Subscription revenue report
The subscription revenue report will give you the total amount of revenue created by recurring, one-time or payment schedule type revenues.

Was this article helpful?

Yes

No

Related articles

Got any questions?

Contact us