The Insights performance report will give you an overview of how many deals were started, won, and lost in your Pipedrive account.
To create a deal performance report, click on the plus '+' sign beside Reports in the sidebar and then select Deal > Deal Performance.
In order to build a Report on specific information in your account, you can create a filter to narrow down your results.
If you want to add more conditions for your Report filter to further specify your data, you can hit the Add condition button and enter the additional filter condition. The graphs in the Report will be automatically adjusted according to changes made in the filter conditions.
In each filter condition, you can either choose “is”, or “is any of” as the selector.
You will be able to filter based on fields such as deal default fields, custom fields, and products.
Once you finish setting up the Report’s filter, you can then choose to see your Report results in one of four different types of charts: column chart, bar chart, pie chart, or table chart. Under each chart, you will see the data selected in a list view format.
With the column chart, you will be able to organize your data in the following ways:
In the Column chart, you will be able to track your data over time in the X-axis, by choosing from the following intervals:
With the bar chart, you will be able to organize your data in the following ways:
With the Pie Chart, you will be able to organize your data according to:
The Scorecard chart shows the total of the chosen measurement (number of deals, value, win rate, time, etc.).
The available measurements in the dropdown menu under the number depend on a chosen report type. You can learn more about the different report types in this article.
With the Table Chart, you can see your data as a customizable list, similar to the list view. To choose the fields you wish to see, you can: