All categories
Blog
Knowledge Base
Academy
Community

No results for ""

Knowledge Base

Knowledge Base/Progress/Insights Reports/Insights reports: Dea...

Insights reports: Deal Performance

JT
Jenny Takahara, October 5, 2021
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.

The Insights performance report will give you an overview of how many deals were started, won, and lost in your Pipedrive account.


Create your deal performance report

To create a deal performance report, click on the plus '+' sign beside Reports in the sidebar and then select Deal > Deal Performance.

dealperformanceinsights.gif

Customizing your performance report

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.

Screen_Shot_2019-07-01_at_12.23.48_PM.png


In each filter condition, you can either choose “is”, or “is any of” as the selector.

  • 'Is' will allow you to filter according to one selection in the condition.
  • 'is any of' will allow you to make more than one selection in the condition if the field you choose to filter for is a single or multiple option field (e.g. stage, pipeline, status).
Screen_Shot_2019-07-01_at_2.40.59_PM.png

You will be able to filter based on fields such as deal default fields, custom fields, and products.


Types of Performance Report charts

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.


Column chart:

With the column chart, you will be able to organize your data in the following ways:

  • What to measure by in your results (Y-axis)— Deal value, deal weighted value, number of deals, number of products, product value.
  • What to view your results by (X-axis)— various default and custom deal fields, contact, and product fields.
  • Additional segmentation for your results (not mandatory)— various default and custom deal fields.
    The options in the sidebar will be adjusted according to the segmented groups.

In the Column chart, you will be able to track your data over time in the X-axis, by choosing from the following intervals:

  • Yearly
  • Quarterly
  • Monthly
  • Weekly
  • Daily
Screen_Shot_2019-07-01_at_2.49.56_PM.png

Bar Chart:

With the bar chart, you will be able to organize your data in the following ways:

  • What to measure by in your results (Y-axis)
  • What to group your results by (X-axis)
  • Additional segmentation for your results (not mandatory)
    The options in the sidebar will be adjusted according to the segmented groups.


Pie Chart:

With the Pie Chart, you will be able to organize your data according to:

  • What to measure by (mandatory)
  • What to segment by (mandatory)
    The options in the sidebar will be adjusted according to the segmented groups.

Scorecard chart:

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.

Table Chart:

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:

  • Apply different fields as columns.
    To add columns to the table chart, click on the gear icon in the top right corner of the chart and select the fields that you want to see.
  • Sort the column values by clicking on the column header.

Once you've finished creating your activity report, you can add it to your dashboard or share it with your team.

Was this article helpful?

Yes

No

Related articles

Got any questions?

Contact us