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

Topics
Creating a lead performance report
Customizing your lead performance report
Types of Performance Report charts

Insights reports: Lead Performance

YS
Yssel Salas, June 13, 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.

The Insights performance report will give you an overview of how many leads were created, archived or converted to leads in your Pipedrive account.


Creating a lead performance report

To create a lead performance report, click on the plus '+' sign next to the search bar, select Report > Lead > Lead Performance.


Customizing your lead 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.

Within the filter conditions you can 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. label, status, source).

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


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 five different types of charts: column chart, bar chart, pie chart, scorecard 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)— Number of leads, lead value.
  • What to view your results by (X-axis)— various default, custom deal/lead fields, and contact fields.
  • Additional segmentation for your results (not mandatory)— various default and custom deal/lead 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

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 leads, lead value).

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 have finished creating your lead report, you can add it to your dashboard or share it with your team.

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