Note: The number of Insights reports you can create depends on your plan. Learn more about usage limits in this article.

Keeping track of your progress is one of the most important parts of sales. Pipedrive's Insights feature allows you to create custom reports so you know exactly what you've accomplished so far and what you still need to improve to hit your targets.

There are two sections to the Insights feature:

The Reports section allows you to create a visual representation of your sales performance in Pipedrive.
You can then add these reports to your Dashboards section, a customizable collection of reports to show each user what they need to focus on.

If you're new to Pipedrive, check out our "Track and improve your performance" Pipedrive Academy course.

To access your Insights feature, head to the Insights tab in your primary navigation menu.

Permissions

By default, regular users can only see their own data in the Insights feature.

To see the company's/other users’ stats in Insights, admin users must head to Settings > Manage users > Permission sets > Global regular user and enable:

See other users’ stats in Insights – Access the whole company's stats in Insights, regardless of the user's access to specific items. Requires "See other users' data" to be enabled as well.
See company’s stats in Insights – Access to other users stats in Insights, regardless of the user's access to specific items. Requires "See other users' data" and "See company's stats in Insights" to be enabled as well.

Reports

To create a report, go to Insights, click on the "+" symbol next to the search bar, choose "Report" and select the type of report you want to create. You'll be able to further customize fields, group and filter your data in each report.

Depending on your plan, you can create the following report types:

Essential and Advanced:

Professional and Enterprise (all of the above plus):

Revenue forecast
An estimation of your future revenue, including deals you need to focus on to meet your goals
Subscription revenue
The total revenue generated by recurring, one-time or payment schedules by timeframe

If you have the Campaigns add-on, you can also create the following reports:

Campaigns conversion report
Measure the open, click, unsubscribe, delivery, bounce and spam rate of your marketing emails
Campaigns performance report
See how many emails were sent, received, opened and clicked

Once you've created and customized your report, click the "Save" button in the top-right corner to name your report and add it to any dashboard. Note that you can also create a new dashboard from this window.

Supported fields

Note: Only Professional and Enterprise users can use deal custom fields for filtering and building reports in the visual builder (Measure by, Group by, Segment by dropdowns). All users can use deal custom fields in the tables.

The supported Deal default and custom fields in Insights are:

Deal field type	Filters	Visual Builder	Table
User	✔️	✔️	✔️
Person	✔️	✔️	✔️
Organization	✔️	✔️	✔️
Date	✔️	✔️	✔️
Multiple options	✔️	✔️	✔️
Single option	✔️	✔️	✔️
Monetary (including weighted value, deal value and product value)	⚠️ Only deal value is supported	✔️	✔️
ID (team, pipeline, stage, status, lost reasons)	✔️	✔️	✔️
Numeric (including number of products)	✔️	✔️	✔️
Date range			✔️
Text field			✔️
Time			✔️
Time range			✔️
Autocomplete			✔️
Product		✔️ View by: Title only Measure by: Product value, Number of products ⚠️ Not available in Segment by dropdown
Address			✔️

Learn more about custom field types here and data fields here.

Updating existing reports

To update an existing report, click the report you want to update in your Insights sidebar, change it and hit "Save" in the top-right corner. To save it as a new report, select the "Save as new" option. This will allow you to retain your existing report and save your edited report as a new one.

To add an existing report to a dashboard, open the report page and click the "Add to dashboard" button in the top-right corner.

To rename your existing report, just click on the report title to activate the edit mode. Hit enter on your keyboard to save the changes.

To delete or duplicate your existing report, click the "..." button and select the desired option.

You can display each report on multiple/one/no dashboards.

In case you have multiple teams in your organization and wish to track different metrics for each, we suggest creating multiple dashboards and customizing them based on your needs.

Note: Reports may not always show real-time data since the updating time depends on the company size and data load.

Dashboards

Note: Only Professional and Enterprise users can create additional dashboards. If you want to add another dashboard, click the "+" icon next to the search bar.

You can easily add custom reports to your dashboard by dragging a report from the Reports panel into your dashboard.

You can also share your dashboard with anyone, even outside your organization. To do that, send them a shareable public link that will grant them view-only access to your dashboard.

To see more information or modify a report in your dashboard, click on the report's name directly, and you'll be redirected to the appropriate page. Learn more about creating and customizing your dashboards here.

Knowledge Base

Progress

Forecast view

List view reporting

Insights reporting

Insights dashboards

Recurring revenue

Insights reports

Goals

Got any questions?