Insights reports: lead performance
The Insights performance report provides an overview of how many Pipedrive leads you’ve created, archived or converted to deals.
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Creating a lead performance report
To create a lead performance report, click on the “+” sign next to the search bar and select Report > Lead > Performance.
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Customizing your lead performance report
If you want to narrow your results, you can add a filter condition by pressing the “+” button.
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You can also customize the parameters of your charts using the view by, segment by, and measure by menus.
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The table underneath your chart gives a list view display of the data in your report, and you can click the gear icon on the right side to change the columns.
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If you hover over one of the bars in your chart, you can see the specific data represented there.
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