Knowledge Base

The Insights performance report provides an overview of how many Pipedrive leads have been created, archived or converted to deals.

Creating a lead performance report

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

Customizing your lead performance report

To create a report based on specific information in your account, choose a filter to narrow down your results.

If you want to further narrow your results, you can add an extra condition by pressing the "Add condition" button. The graphs in the report will reflect any changes made to the filter conditions.

Within the filter conditions, you can choose “is” or “is any of” as the selector.

• "Is" allows you to filter according to one selection in the condition
• "is any of" allows you to select multiple conditions for the selected field (e.g., label, status, source)

You can filter based on other fields like lead default, custom and date.

Types of performance report charts

Once you finish setting up the reports filter, you can choose any one of five different display 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 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 always reflect the segmented groups.

In the column chart, you can track your data over time on the X-axis by choosing from the following intervals:

• Yearly
• Quarterly
• Monthly
• Weekly
• Daily

Bar chart:

With the bar chart, you can 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 always reflect the segmented groups.

Pie chart:

With the pie chart, you can organize your data according to:

• What to measure by (mandatory)
• What to segment by (mandatory)
  The options in the sidebar will always reflect the segmented groups.

Scorecard chart:

The scorecard chart shows the total of chosen measurements (number of leads, lead value).

The available measurements in the dropdown menu depend on the selected 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 which fields 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 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.