Insights: report types
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.
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Activity reports
Activities performance
The Insights activities performance report tracks the progress of activities you and your team have made.
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Emails performance
Track the performance of all emails sent or received using our email sync or Smart Bcc features.
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Campaign reports
Campaign performance
The campaign performance report shows how your campaigns are performing, and can be measured using tracking and deliverability fields.
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The campaign conversion report can show a variety of deliverability stats, including open, clicked and “reported as spam” rates.
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Contact reports
People
Use Insights reports to visualize statistics about your people contacts, including people-specific fields (e.g. birthday, last email received.)
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Organizations
Track changes and developments with your organizations using charts and data graphs.
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Lead reports
Lead performance
The lead performance report gives you a way to see leads measured by their status, source and other fields.
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Lead conversion
The lead conversion report is a great way to see which leads are being converted into deals, and how often.
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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.
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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.
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Win/loss conversion reports let you see the overall deal win and loss rates for various groups such as owner, organization and time periods.
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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.
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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.
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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.
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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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