Knowledge Base

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

Insights: report types

Breandan Flood, November 2, 2023
Note: The number of Insights reports you can have depends on which plan you‘re on. You can learn more about usage limits in this article.

Insights reports let you 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, giving you a better understanding of your team’s performance.

Activity reports

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

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

Note: 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.” Learn more about Insights visibility and permissions in this article.

Campaign reports

Note: Pipedrive's Campaigns feature is a paid add-on, and you can learn more about it from this article.

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

Campaign conversion

The campaign conversion report can show a variety of deliverability stats, including open, clicked and “reported as spam” rates.

Note: For a detailed guide about Campaigns insights, check out this article.

Contact reports


Use Insights reports to visualize statistics about your people contacts, including people-specific fields (e.g. birthday, last email received.)


Track changes and developments with your organizations using charts and data graphs.

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.

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.

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

Deal duration
Deal duration reports make it easier for your team to see where your sales are slowing down so you can make adjustments to speed up your sales process.

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

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 and newly added value. Use the regular forecast view to see only newly added value.

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

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